Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Oscar Torres

Carrollton,TX

Summary

Retirement Benefits Specialist with extensive experience at Milliman, recognized for exceptional customer service and data analysis skills. Proven ability to resolve complex issues and improve participant experiences through bilingual communication and meticulous attention to detail. Committed to ensuring compliance and enhancing satisfaction in retirement plan management.

Overview

11
11
years of professional experience
1
1
Certification

Work History

Retirement Benefits Specialist

Milliman
Dallas, TX
09.2018 - 02.2025
  • Answer inbound calls, emails and chats from retirement plan participants
  • Research account or plan specifications
  • Follow up on outstanding issues and escalations in a timely manner to ensure satisfactory resolution
  • Learn and maintain current knowledge of retirement plan provisions and administration systems, how to retrieve and interpret participant account and plan data as well as other existing applications
  • Use and explain retirement planning tools designed for plan participants
  • Complete participant transactions as required using Internet applications, Automated Voice response system, or manual procedures as required
  • Place outbound calls or compose outbound emails to obtain and provide information from/to participants, Milliman employees, or partner companies
  • Complete training and certification programs from organizations such as ASPPA, CEBS, NASD, etc.
  • Learn retirement planning strategies
  • Assist in identifying system, data, and procedural problems and implement changes as required

Individualized Care Coordinator

Cardinal Health
Lewisville, TX
07.2017 - 02.2018
  • Specialize in helping members get receive their free drug.
  • Responsible for handling inbound/outbound calls.
  • Enter detailed information into company proprietary software while conversing via telephone.
  • Actively provide caring and professional service to patients.
  • Maintaining quality and providing an empathetic and supportive experience to the patient by controlling the patient conversation.
  • Effective and efficient strategies and processes.
  • Interact with the patient referral sources to process new applicants

Intake Specialist

Cigna Healthcare
Plano, TX
05.2016 - 06.2017
  • Delivers consistent high level customer service to clients and received several positive customer feedback communications for exceptional service.
  • Multitasks using multiple claim systems and office applications.
  • Mentors trainees and new hires.
  • Assists with job shadowing and internal partners.
  • Seeks every opportunity to accept challenges and developmental opportunities.
  • Assisting customer service calls.
  • Submit FML leaves, STD, LTD claims in iAM, Acclaim, Workbench accordingly

Debt Collector

CSC Service Works
Irving, TX
04.2014 - 05.2016
  • Inform customers of amount overdue and amount current owed
  • Recover leased equipment
  • Collect Revenue
  • Using a predictive dialer
  • Scheduling and maintaining repossessions
  • Locate missing equipment and customers
  • Account reconciliation and maintenance.
  • Handling accounts over 30 days past due.
  • Making outbound collection calls to debtors
  • Maintaining accurate, up-to-date customers account information
  • Daily processing payments
  • Negotiating settlements
  • Assisting customer service calls.

Education

High School Diploma -

Preparatoria Tampico
Tampico, Tamaulipas, Mexico
06-2000

Skills

  • Customer service and communication
  • Data entry proficiency
  • Attention to detail
  • Organizational skills
  • Microsoft Office expertise
  • Bilingual in Spanish
  • Retirement plan management
  • Benefits compliance
  • Data analysis

Certification

  • AWS Cloud Practitioner Course Completion
  • AWS Cloud Practitioner Essentials
  • Date: 2023-12-11
  • Location: Tampico Tamaulipas, Mexico

Timeline

Retirement Benefits Specialist

Milliman
09.2018 - 02.2025

Individualized Care Coordinator

Cardinal Health
07.2017 - 02.2018

Intake Specialist

Cigna Healthcare
05.2016 - 06.2017

Debt Collector

CSC Service Works
04.2014 - 05.2016

High School Diploma -

Preparatoria Tampico

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