Jake Abueg
Spring,TX
Summary
EDI Coordinator (6+ years experience in insurance) transitioning to Implementation Manager role. Successfully managed timelines of 300+ EDI (834 file) implementations for Group & Voluntary benefits (Medical, Dental, Vision, Life, Disability) using Jira, resulting in demonstrably improved customer satisfaction and reduced post-implementation issues. Highly skilled in project management, stakeholder communication, and proactive problem-solving to ensure positive onboarding experiences for new customers.
Overview
15
15
years of professional experience
1
1
Certification
Work History
EDI Coordinator Manager
PROFESSIONAL ENROLLMENT CONCEPTS (PEC)
Houston, TX - Remote
04.2023 - Current
- Led, mentored, and trained an EDIC team managing all carrier communication for file implementation setups, from requirements gathering to on-time go-live.
- Supported the EDI team throughout the implementation process for electronic files, focusing on rigorous tracking and managing project timelines for employer groups in Jira.
- Secured accurate and complete file setup requirements from carriers, preventing implementation delays and ensuring seamless file implementations.
- Communicated effectively with carriers and clients/brokers, providing timely and accurate responses and solving complex issues related to benefits enrollment and administration.
EDI Coordinator
PROFESSIONAL ENROLLMENT CONCEPTS (PEC)
Houston, TX - Remote
02.2022 - 04.2023
- Oversaw all phases of electronic file implementations, from testing and quality assurance to final production, ensuring key deliverables consistently met deadlines.
- Developed and implemented efficient processes for reporting implementation progress to internal and external teams, utilizing Jira for tracking.
- Coordinated with carriers, technology vendors, brokers and internal teams to ensure seamless execution of file build and implementation projects.
- Proactively communicated with carriers and internal teams to maintain project timelines and escalated issues as necessary.
Account Manager
PROFESSIONAL ENROLLMENT CONCEPTS (PEC)
Houston, TX
05.2021 - 01.2022
- Managed book of business up to 5,000 lives, ensuring timely implementation and renewal of benefits plans while consistently meeting deadlines.
- Served as the key contact for clients and brokers, providing exceptional service by promptly addressing questions and resolving any issues.
- Coordinated client benefits implementation with the Account Executive, carrier, and broker.
Benefits Counselor
PROFESSIONAL ENROLLMENT CONCEPTS (PEC)
Houston, TX
05.2020 - 05.2021
- Provided consultative benefits enrollment support to employees, actively listening to their needs, educating them on group health and voluntary plan options, and assisting with online enrollment.
- Delivered timely and accurate customer service to a diverse portfolio of mid-size and large client employee groups.
- Communicated effectively with employees regarding their benefits plans, resolving inquiries and collaborating with Account Executives and Account Managers via phone, email, and Jira to ensure timely issue resolution.
Client Liaison - Employee Benefits
BOWEN, MICLETTE & BRITT INSURANCE AGENCY
Houston, TX
02.2018 - 12.2019
- Managed client-carrier relationships, ensuring prompt resolution of service requests. Escalated complex issues as needed.
- Supported Account Manager in benefits administration and management of client accounts, encompassing 50 to 1,000 lives
- Coordinated with internal teams and carriers to ensure timely implementation and benefit plans for newly sold cases.
Customer Service Specialist
TRADEMARK ENGINE, LLC
Houston, TX
04.2017 - 02.2018
- Provided customer support via phone, email, and chat, resolving billing inquiries and addressing customer needs in a fast-paced enviroment.
- Troubleshooted technical issues related to products and resolved them quickly.
- Utilized CRM platforms to manage customer interactions and deliver outstanding service.
- Employee of the Month - November 2017.
Restaurant Manager
PAA-SU RESTO GRILLE
Bacolod City, Philippines, Philippines
02.2015 - 02.2016
- Managed and trained a team of nine employees focused on delivering exceptional customer experience.
- Communicated and collaborated effectively with graphic designers and sales teams to develop and execute marketing plans that drove sales.
- Built and maintained positive relationships with employees and customers through effective communication and interpersonal skills.
Assistant Consultant Manager
CRAM CREW, INC
Houston, TX
04.2010 - 09.2013
- Provided leadership, motivation, and development to a team of 20-25 tutors, managing their daily operations, schedules, and focus on exceptional customer service.
- Onboarded and trained new tutors, equipping them with the skills and knowledge needed for successful field work.
- Collaborated with internal development teams cross-functionally to provide the best tutoring services for clients.
Education
Bachelor of Science - Management
University of Houston - Clear Lake
Houston, TX01-2009
Skills
- Employee benefits
- Benefits enrollment
- Project management and implementation
- Proficiency in Jira and MS Office Suite (Outlook, Teams, Excel)
- Benefit administration platforms (Selerix, Employee Navigator)
- Excellent interpersonal communication, verbal and written
- Sharp attention to detail
- Insurance product consultation
- Complex problem-solving
- Cross-functional teamwork and collaboration
- Self-motivated
- Active listening
- Analytical skills
- Training and onboarding
Certification
Current Life & Health Agent License
Timeline
EDI Coordinator Manager
PROFESSIONAL ENROLLMENT CONCEPTS (PEC)
04.2023 - Current
EDI Coordinator
PROFESSIONAL ENROLLMENT CONCEPTS (PEC)
02.2022 - 04.2023
Account Manager
PROFESSIONAL ENROLLMENT CONCEPTS (PEC)
05.2021 - 01.2022
Benefits Counselor
PROFESSIONAL ENROLLMENT CONCEPTS (PEC)
05.2020 - 05.2021
Client Liaison - Employee Benefits
BOWEN, MICLETTE & BRITT INSURANCE AGENCY
02.2018 - 12.2019
Customer Service Specialist
TRADEMARK ENGINE, LLC
04.2017 - 02.2018
Restaurant Manager
PAA-SU RESTO GRILLE
02.2015 - 02.2016
Assistant Consultant Manager
CRAM CREW, INC
04.2010 - 09.2013
Bachelor of Science - Management
University of Houston - Clear Lake
Similar Profiles
Jennifer DavidsonJennifer Davidson
Account Manager at Professional Enrollment ConceptsAccount Manager at Professional Enrollment Concepts
AUNG NYEIN CHANAUNG NYEIN CHAN
Shell Jurong Island - Routine Maintenance and C&N at PECShell Jurong Island - Routine Maintenance and C&N at PEC
Savannah YoungSavannah Young
Administrative Assistant/Project Administrator at PROFESSIONAL ENGINEERING CONSULTANTS (PEC)Administrative Assistant/Project Administrator at PROFESSIONAL ENGINEERING CONSULTANTS (PEC)
Emma WildeEmma Wilde
High School Family and Consumer Sciences Teacher at Cypress Fairbanks ISDHigh School Family and Consumer Sciences Teacher at Cypress Fairbanks ISD
Angela Bryce-ThurtonAngela Bryce-Thurton
Inflight AQP Instructor Evaluator at United AirlinesInflight AQP Instructor Evaluator at United Airlines