Maria G Castillo-Quartara

• Develops and executes outreach strategies, analyzing census data to conduct personalized benefit review sessions for 55+ employees per month.
• Ensures accurate recording of employee enrollment decisions in compliance with licensing regulations and company quality standards.
• Provides communication strategies and actively listens to educate and advise employees on more than 10 benefit products, and engage client partners as needed.
• Serves as a subject matter expert on insurance mechanics for more than 6 accounts at a time.
• Resolves issues efficiently through coordination with supervisors or clients.
• Maintains an active Life, Health, and Accident Insurance Producer's License, including required continuing education
• Adapts work calendar to client needs during open enrollment periods, working evenings, weekends, and traveling as needed

• Coordinates and tracks Spanish QA calibration classes, preparing call recordings and leading training for new hires.
• Monitors and evaluates 70+ benefit review sessions per month, ensuring compliance with company standards.
• Compiles performance and enrollment compliance data, identifying trends and providing actionable feedback.
• Supports additional QA functions such as reporting, removing sensitive data from recordings.
• Adheres to company policies on data security and regulations.
• Provide intermittent phone support for the Benefit Communication department during Open Enrollment and throughout the year, as requested.

• Acted as a liaison between HR departments, employees, BCInsourcing, and benefit carriers.
• Implemented effective communication strategies to keep employees informed about upcoming deadlines, policy changes, and available resources related to their benefits programs, and dependent verifications audits.
• Conducted a 4,000+ employee dependent verification audit to ensure compliance with company policies and legal requirements.
• Gained in-depth knowledge of employer-sponsored benefit plans and supported services including life events, status changes, benefit enrollments, COBRA, and employee dependent verification audits.

• Gathered and analyzed more than 20 prospective customers' business needs per day to provide tailored solutions.
• Compared and evaluated insurance products to develop individualized advice and strategies, identifying gaps in coverage and recommending appropriate solutions.
• Marketed and promoted insurance products to convert prospects into clients.
• Ensured compliance with laws, regulations, and industry requirements.
• Exceeded performance metrics consistently by efficiently managing workload and prioritizing tasks based on urgency and complexity levels.
• Demonstrated professionalism and adaptability in a fast-paced, dynamic environment.

• Provided executive support to the CEO, managing daily tasks and priorities.
• Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
• Assisted in the recruitment process, conducting interviews and onboarding new employees to promote a seamless integration into the team dynamic.
• Administered HR and payroll processes for a small team on CBIZ's system, ensuring accuracy and compliance.
• Conducted invoice reconciliation and maintained financial records.
• Oversaw accounts receivable and payable to manage cash flow efficiently.
• Coordinated repair processing and tracked progress to completion.
• Maintained organized and up-to-date filing systems.
• Managed office operations to ensure a productive work environment.
• Supervised shipping and receiving processes, ensuring timely deliveries and accurate documentation.

Oversaw candidate pre-screening and recruitment processes.

• Completed background and reference checks to facilitate hiring and onboarding of employees, including I-9 verification and E-Verify compliance.
• Maintained human resources information system and kept more than 500 employee files up to date and accurate while ensuring proper maintenance and confidentiality.
• Conducted new employee onboarding and provided ongoing orientation training.
• Performed basic payroll functions for 500+ associates within the complex.
• Facilitated employee relations and effective communication
• Assisted in the follow-up of FMLA and Workers' Compensation processes
• Supported HR functions with emphasis on record keeping, data entry, and general HR .
• Executed SAP system updates and data management