Experienced benefits consultant with strong focus on results. Skilled in benefits administration, compliance, and strategic planning. Known for effective team collaboration and adaptability to changing needs. Employers value reliability, analytical thinking, and communication skills.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Senior Benefits Consultant
OneDigital
07.2022 - Current
Develops sophisticated benefit design and renewal strategies and drives the development of solutions to address complex client issues.
Works closely with account management and/or client service teams on pre-renewal strategy, RFP distribution, open enrollment strategy and post renewal analysis.
Determines the full scope of services to be provided to client.
Clearly establishes and communicates timelines with the client service team(s) and keeps them apprised of changes and renewal updates.
Maintains accountability for revenue and profitability for client accounts and projects and keeps all involved parties up to date.
Monitors the success of projects in terms of scope, budget, timeliness and client satisfaction.
Oversees the on-boarding of new clients by working collaboratively with client service team(s) to establish the implementation plan, team and timeline.
Ensures client service team(s) exceeds client expectations.
Grows book through cross-selling opportunities
Cultivates and maintains strong relationships with clients and carriers.
Establishes effective carrier/vendor relationships to serve clients in benefits procurement and administration.
Attends carrier events to remain up to date and knowledgeable of carrier plans and changes, as well as maintain strong relationships.
Maintains a full understanding of the insurance markets, funding alternatives, networks and benefit plan options
Ensures accuracy of client data in D365.
Remains fully knowledgeable on compliance issues governed by legislation and regulations impacting employer sponsored health and welfare plans such as HIPAA, ERISA, Tax Code SEC 125, PPACA and state sponsored health insurance exchanges.
Managed vendor relationships effectively, ensuring timely resolution of any issues or discrepancies related to benefits administration.
Account Manager II
NFP, Insurance Broker and Consulting
02.2020 - 07.2022
Oversees strategy, financial analysis, benefit design, plan renewals, bench-marking and service delivery
Develops sophisticated benefit design and renewal strategies and drives the development of solutions to address complex client issues
Works closely with account management and client service teams on pre renewal strategy, RFP distribution, open enrollment strategy and post renewal analysis
Facilitate the quoting process
Determines the full scope of services to be provided to client
Maintains accountability for revenue and profitability for client accounts and projects
Advise clients in reducing costs while offering competitive benefit options
Completes the on-boarding of new clients - establishing the implementation plan and timeline
Grows book through cross selling opportunities
(Ancillary-Dental, Vision, LTD, STD, Life)
Cultivates and maintains strong relationships with clients and carriers
Direct face to face strategy meetings with clients
Conducts on-site open enrollment meetings
(Bi-Lingual/Spanish)
Communicate and educate clients on latest trends, concerns and changes in the industry
Meet or Exceed retention goals as a department as established by the Sr
Account Executive
Maintains full understanding of the insurance markets, funding alternatives, networks, and benefit plan options
Associate Account Manager II
Kaiser Permanente / The Permanente Medical Group
09.2015 - 02.2020
Serve as interim senior account manager and manage2 books of business with over8,000 groups
Servicing1-100 lives
Develop business and broker relationships
Analyze data and alert account manager to outliers or potential problems
Develop strategy to assist senior account managers on face-time and open enrollment goals
Lead open enrollment meetings (both in Spanish and English) and provide market updates
Track, monitor, and ensure that contracts, pricing, and membership accounting have accurate information
Implement negotiated terms of the final renewal with a focus on business processes
Independently resolve complicated and sensitive employer-initiated concerns to build purchaser loyalty and retain membership
Participate in interregional account teams to coordinate moderately complex renewals and ensure creation of a single uniform presentation
Understand and implement account strategy, goals, and financial position for developing RFPs
Coordinate flow of information to keep process moving to meet strategic objectives
Identify situations that may signal opportunities for growth for KP and alert account manager
Health Plan Representative
Kaiser Permanente
06.2015 - 09.2015
Served as liaison between patient/member and KP in providing general assistance and education on how to utilize Kaiser system, resolve member complaints and grievances as efficiently as possible, and answer health plan related questions
Partnered with other departments such as Marketing & Health Education and attended community, employer, and KP events to ensure accurate information was provided to various clientele regarding KP services, benefits, and protocols
Researched, resolved, and communicated health plan coverage-related assistance for members
Assisted in design, development, and implementation of new programs and service improvements for members, providers, and facility personnel
Place Based Enroller II
Kaiser Permanente
09.2014 - 04.2015
Hosted bilingual seminars about Healthcare Reform and assisted individuals and families interested about learning more about Kaiser Permanente
Scheduled1-on-1 direct appointments with clients
Handled enrollments through Covered California and direct through Kaiser
Collaborated with Member Services staff to accomplish excellent customer service and successful enrollments
Educated members on requirements and plan coverage while providing exceptional service
Enroller II
Kaiser Permanente
06.2014 - 09.2014
Assisted account managers with large group bilingual presentations during the enrollment process
Medical Interpreter & Account Manager
AFLAC
06.2012 - 06.2014
Served as interpreter in the medical field for several agencies and brokerage insurance companies for employee presentations of benefit plans and health fairs
Also assisted in the enrollment process
Provided cultural input to help parties who did not speak similar languages communicate with and understand one another
Attended open enrollment meetings to provide accurate consecutive translations of conversations between members
Operations Manager – Energy Sciences Area at Lawrence Berkeley National LaboratoryOperations Manager – Energy Sciences Area at Lawrence Berkeley National Laboratory