Esmat Hafez
Ladera Ranch,CA
Summary
Experienced and self driven Senior Benefits Technology Specialist. Uniquely combining extensive knowledge of employee benefits concepts and products, with technical proficiency on various benefit administration systems.
Overview
12
12
years of professional experience
Work History
Senior Technology Specialist (Benefits)
Burnham Benefits
03.2024 - Current
- Assisting with the North West region's integration with the larger Western region's Benefit Technology Department
- Creating processes and a roadmap for 350 EASE based clients transitioning to Employee Navigator.
- Point person for all Rippling related questions and implementations nationally.
- Consult on and implement a variety of HRIS platforms for both prospects and clients.
- Help resolve complex build and EDI/API issues for over 220 clients across 38 producer teams.
- Train staff on multiple benefits administration systems.
- Research and connect with new vendor partners to implement technology solutions and provide additional overflow support in high volume periods.
Technology Specialist (Benefits)
Burnham Benefits
01.2023 - 03.2024
- Played a key role in creating the scope, processes, and overall structure of Burnham's Benefit Technology department.
- Created processes for the implementation of HRIS systems such as EASE, Employee Navigator, ADP Workforce, Paycom, and Rippling.
- Became point person for all Rippling related questions and implementations nationally.
- Consulted on and implemented a variety of HRIS platforms to both prospects and clients.
- Helped resolve complex build and EDI/API issues for over 170 clients across 32 producer teams.
- Trained staff on multiple benefits administration systems.
- Worked with vendor partners to deepen relationships and provide additional resource to our teams and escalation points for problem resolution.
Technology & Renewal Specialist
Ziadie Insurance Services Inc.
05.2021 - 01.2023
- Handled renewal and prospect marketing, proposal creation, and technology implementation for small and mid market group clients.
- Oversaw Ease and Rippling benefits admin system builds and rolls out to clients.
- Demoed and consulted on technology solutions to prospects and current clients.
- Provided back end support and training to clients regarding insurance technology solutions.
Marketing & Technology Specialist
Brown & Brown Insurance Services Of California Inc.
01.2019 - 05.2021
- Handle renewal and prospect marketing, proposal creation, and technology implementation for small and large group clients.
- Oversaw Ease and Employee Nav benefits admin system builds and rolls out to clients of Orange County and Santa Barbara offices.
- Test site builds by outside vendors like Paylocity, Benetract, etc.
Account Manager
Benefits Exchange Alliance
03.2018 - 12.2018
- Managed a book of small and large sized group health clients.
- Managed renewals and shopped plan alternatives.
- Advised on, demoed, and implemented appropriate benefits admin systems for clients (Ease, Employee Navigator, ADP Workforce Now, and BSwift).
Account Manager
Ziadie Insurance Services, Inc.
01.2013 - 03.2018
- Managed a book of small to medium sized group health clients.
- Piloted and implemented technology solutions, such as Ease to streamline client administration and prepare for ACA required changes.
- Created guidelines and procedures for the agency's growing book of EASE administered clients to simplify implementation and upkeep.
Licensed Premier Banker II
Wells Fargo Bank
09.2012 - 09.2013
- Managed a client book of high net worth individuals and businesses with liquid assets of $25k to $1 million held with the bank.
Skills
- Extensive employee benefits product knowledge
- Consultative expertise in matters related to HRIS/benefits administration
- 10 years of site build, testing, and problem resolution experience on systems such as Ease, Employee Nav, Rippling, Paycom, ADP Workforce Now
- Able to manage a project implementation from start to finish while navigating client requests and expectations
- Experience training team members on a variety of systems to a high proficiency
- Deep understanding of EDI step up and problem resolution
Timeline
Senior Technology Specialist (Benefits)
Burnham Benefits
03.2024 - Current
Technology Specialist (Benefits)
Burnham Benefits
01.2023 - 03.2024
Technology & Renewal Specialist
Ziadie Insurance Services Inc.
05.2021 - 01.2023
Marketing & Technology Specialist
Brown & Brown Insurance Services Of California Inc.
01.2019 - 05.2021
Account Manager
Benefits Exchange Alliance
03.2018 - 12.2018
Account Manager
Ziadie Insurance Services, Inc.
01.2013 - 03.2018
Licensed Premier Banker II
Wells Fargo Bank
09.2012 - 09.2013
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