Rickell Beltran
Houston
Summary
Demonstrated success in building long-lasting relationships with employers. Highly knowledgeable about different benefit service plans, cost-sharing strategies and market trends. Experienced at analyzing client’s needs and helping them achieve goals. Strong Interpersonal skills and the ability to make difficult concepts easy to understand. Able to acquire skills quickly and successfully take on new challenges. Highly knowledgeable about different benefit service plans, cost-sharing strategies and market trends.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Employee Benefits Consultant
OneDigital
07.2018 - Current
- Presented talks to human resources professionals and C-level executives about available services and benefits of different plans.
- Develop customized insurance portfolios to meet individual clients' needs
- Field underwrite potential clients to make sure they qualify for certain products
- Enhanced client relationships through consistent communication and providing timely solutions to their concerns.
- Collaborated with HR teams to develop comprehensive onboarding processes for new employees, ensuring seamless integration of benefits information.
- Addressed employee inquiries and concerns with empathy, providing clear explanations and guidance on complex benefits topics.
- Conducted annual reviews of benefit plans, resulting in updated offerings that catered to evolving employee needs.
- Streamlined open enrollment process by creating user-friendly guides and organizing informative sessions for employees.
- Developed strong relationships with insurance carriers and vendors, ensuring prompt resolutions to any issues or discrepancies that arose.
- Provided expert advice on benefit plan designs tailored to specific company cultures and demographics, ensuring optimal fit for each organization''s unique workforce needs.
Implementation Specialist
Strategic Employee Benefit Services
11.2017 - 07.2018
- Installed and handled variety of different carrier applications.
- Delivered exceptionally high level of professionalism and support to each client, upholding company's commitment to service.
- Explained complex, technology-related issues in basic, understandable terms to clients.
Education
General Lines Life, Health, Property and Casualty
Pat Coffey Insurance School
Omaha, NEHigh School Diploma -
Westside High School
Omaha, NE05.1996
Skills
- Excellent written and verbal communication skills
- Account Management
- Customer Relationship Management
- Developing Proposals
- Educating Consumers
- Benefits Administration
- Detail-oriented
- In-depth knowledge of markets and relationships
- Production Goals
- Critical Thinking
- Proposal Generation
- Health Insurance Industry Knowledge
- Sales Expertise
- Leadership abilities
Affiliations
- Member of National Association of Professional Women
Accomplishments
Earned Employee of the Year awards multiple years with Pracht Insurance
Certification
Texas General Lines Life and Health License #158913
Texas General Lines
Property and Casualty Insurance License #158913
Timeline
Employee Benefits Consultant
OneDigital
07.2018 - Current
Implementation Specialist
Strategic Employee Benefit Services
11.2017 - 07.2018
General Lines Life, Health, Property and Casualty
Pat Coffey Insurance School
High School Diploma -
Westside High School
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