Mildred Rojas

Facilitated client understanding of employee benefits enrollment protocols and available selections.

Managed comprehensive benefits plans, including medical, dental, vision, HSA, FSA, and voluntary options.

Guided clients through critical illness coverage options and disability insurance plans to ensure informed decision-making.

• Analyzed employee needs and developed customized benefits packages to boost satisfaction and retention rates.
• Collaborated with over 50 companies, including NFI, XPO, Grifols, Travel Centers of America, Red Lobster, and Buca, to enhance operational efficiency.
• Achieved streamlined enrollment processes by effectively coordinating the use of platforms including PlanSource, Workday, bswift, ADP, iSolve, BenefitConnect, EmployeeNavigator, Benefit Solver, Five9, ServiceNow, and TeamHub.

• Managed daily activities of sales team, fostering alignment with established performance goals.
• Guided new sales staff through comprehensive training on company policies and procedures to enhance operational efficiency.
• Analyzed market trends to develop innovative sales strategies that significantly improve customer engagement and retention.

Analyzed sales patterns and coordinated staff schedules to enhance service availability during peak periods.

• Facilitated resolution of customer inquiries, prioritizing timely responses and maintaining exceptional satisfaction rates.

• Guided clients in selecting Medicare plans tailored to individual needs.
• Educated customers on Medicare options and benefits, ensuring informed decision-making.
• Conducted follow-up calls to address client concerns and enhance overall satisfaction.
• Collaborated with team members to streamline enrollment processes, reducing time and improving accuracy.
• Researched regulatory changes impacting Medicare policies to ensure accurate information delivery.
• Maintained comprehensive records of client interactions within the CRM system.
• Created training materials for new agents to improve onboarding experience.