Marc Gonzalez
Santa Ana,CA
Summary
Dedicated analytics professional with a strong foundation in customer service and data analytics. Expertise in delivering actionable insights through custom Microsoft Power BI dashboards and fostering stakeholder relationships to drive strategic decision-making.
Overview
9
9
years of professional experience
Work History
Consultative Analytics Lead
Broadspire Services, Inc.
10.2021 - Current
- Presented complex claim program health assessments to risk management and operations leaders, highlighting performance trends and recommending targeted improvement strategies.
- Developed custom Microsoft Power BI dashboards and visualizations to provide actionable insights for client decision-making.
- Provided excellent service and attention to customers when face-to-face or through phone or virtual conversations.
- Managed project timelines to ensure timely delivery of analytical projects and insights.
- Conducted stakeholder interviews to identify needs and expectations, guiding project direction.
- Analyzed large datasets to uncover trends and patterns supporting strategic decision-making.
- Collaborated with diverse teams within Disability & Leave to achieve goals and resolve product or process-related issues.
- Developed interactive dashboards using visualization tools for stakeholder presentations.
- Conducted interviews with stakeholders in order to gain better understanding of their needs and expectations from analytics & reporting.
- Monitored performance indicators such as KPIs and PGs in order to monitor and improve operational efficency.
Disability Benefit Specialist/Client Liaison
Broadspire Services, Inc.
05.2019 - 10.2021
- Managed Short-Term Disability and Leave of Absence claims, confirming eligibility and benefit authorization through effective communication with claimants, employers, and medical professionals.
- Delivered high-quality customer service through timely benefit determinations and proactive issue resolution.
- Oversaw client-specific inboxes, efficiently responding to inquiries and resolving claim-related issues to enhance client satisfaction.
- Supported client projects and workflows, facilitating strategic planning and cross-departmental collaboration to address complex client needs.
File Clerk
Gates, Gonter, Guy, Proudfoot & Muench, LLP
Irvine
07.2018 - 04.2019
- Updated, organized, and maintained client files and office records, ensuring accuracy and compliance with office standards.
- Organized and maintained legal files for efficient document retrieval.
- Handled administrative matters by answering and screening calls to attorneys, organizing documents for efficient access.
- Processed incoming mail and distributed documents to appropriate departments.
- Assisted in scanning and digitizing records for electronic storage.
Sales Associate
BrandRep
Irvine
01.2018 - 07.2018
- Delivered exceptional customer service, enhancing customer satisfaction and streamlining sales and collections processes.
- Built strong professional and customer service rapport by consistently exceeding expectations and leveraging excellent interpersonal skills.
- Assisted customers in selecting products that meet their needs.
- Maintained up-to-date knowledge of product features and benefits.
- Collaborated with team members to achieve sales goals consistently.
Education
Bachelor of Arts - Criminal Justice, Political Science
California State University, Fullerton
08-2017
Skills
- Microsoft Power BI and Excel
- Dashboard modeling
- Data visualization
- Data-driven storytelling
- Data transformation
- Data storytelling
- Analytical consulting
- Data-driven decisions
- Communication effectiveness
- Written and verbal communication
- Presentation design skills
- Collaborative teamwork
- Team collaboration
- Cross-functional teamwork
- Client management
- Client engagement strategies
- Process optimization
- Strategic thinking approach
- Analytical and critical thinking
- Problem-solving abilities
- Stakeholder strategies
- Communication skills
- Stakeholder engagement
- Data management
- Data-driven storytelling
- Stakeholder strategies
Timeline
Consultative Analytics Lead
Broadspire Services, Inc.
10.2021 - Current
Disability Benefit Specialist/Client Liaison
Broadspire Services, Inc.
05.2019 - 10.2021
File Clerk
Gates, Gonter, Guy, Proudfoot & Muench, LLP
07.2018 - 04.2019
Sales Associate
BrandRep
01.2018 - 07.2018
Bachelor of Arts - Criminal Justice, Political Science
California State University, Fullerton