Roshelly Hernandez
Ontario,CA
Summary
Hardworking, highly motivated Human Resources Senior Benefits Specialist and Payroll Liaison with 10+ years of experience applying exceptional planning and problem-solving abilities toward enhancing business plans and day-to-day activities. Results-driven and resilient in improving processes and increasing productivity. Bringing solid understanding of industry trends, excellent communication skills, a passion for growth within the industry, and to excel in a dynamic organization.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Employee Benefits Specialist
EPIC Insurance Brokers & Consultants
Newport Beach, CA
10.2023 - Current
- Carrier/client relations - Assist service team with successfully completing client life cycle for small and large group.
- New Broker of Record- Assist service team with onboarding tasks, request current plan information, set up client file, update BenefitPoint with new client profile, draft service agreement.
- Pre-renewal- Census review/ enrollment, benefit & rate spread, compliance items, Benchmark analysis, presentation setup.
- Marketing RFP- Census scrubbing, prepare RFP documents, track carrier responses, carrier discussions, Initial proposal review & spread, peer review.
- Renewal Discussion- request carrier renewals, review/ outline mandated carrier changes, update spreadsheets, prepare final carrier and client confirmation letters, participate in new carrier implementation.
- Open Enrollment- prepare all communication materials, update annual legal notices, request carrier plan summaries/ SBC and review, Benefit Administration system review/ audit, prepare OE presentations, provide OE meetings at client location.
- Post Open Enrollment- complete client file with final renewal, save all updated plan information and documents in image-right for the Helpdesk to have access for possible escalation process, prepare/ update Wrap SPD/ SMM
- Collaborated with HR teams to streamline benefits enrollment processes and improve employee experience.
- Served as primary point of contact for employee inquiries regarding benefits, providing accurate information and support.
- Developed in house training and workflow process for Employee Navigator Implementation process for Newport office reducing $3,000 monthly ongoing outsourcing fee for EPIC.
Senior Benefits/Payroll Coordinator
Association of Orange County Deputy Sheriffs
Santa Ana, CA
02.2017 - 06.2023
- Administered all employee benefits plans including medical, dental, prescription, vision, term life, COBRA, short and long-term disability for 5,700 union employees both active and retired.
- Collaborated with the Executive Director, Board of Trustees, and General Council to review and update several outdated policies and procedures.
- Maintained communication between insurance companies, brokers, and other third-party vendors regarding benefit plan information and changes.
- Facilitated annual open enrollment by creating benefit guides, communications, informational materials, distributing documents, answering questions, and resolving issues.
- Conducted bi-weekly educational seminars for membership pertaining to new hire on-boarding and retirement.
- Processed bi-weekly status reports for active employees in BenefitSolver.
- Calculate separation payouts, including lump sum leave payouts, and contributions to deferred contribution plans.
- Implemented payroll auditing system to minimize system update discrepancies and special update failures.
- Partner with the County Payroll department as Leave of Absence liaison to submit biweekly status changes and monthly insurance billing for employees maintaining coverage while on LOA.
- Assist Trust Officers executing full cycle of accounts payable processes of two Trusts by processing electronic transfers and payments, monthly reconciling of carrier and vendor invoices, auditing expense reports, and ensuring vendor compliance.
- Identify process gaps/deficiencies and make improvement recommendations to Board for approval of implementation.
- Appointed by Executive Director as Recording Secretary to the Board of Trustees responsible for preparing agendas, minutes, and creating portfolios of supporting documents for scheduled meetings.
- Complete regular audits of processes to ensure compliance with regulations and industry standards.
- Managed the daily operations of the Benefits Department to maximize efficiency.
Regional Insurance Counselor
DaVita
San Bernardino County, CA
05.2012 - 12.2016
- Provided education to patients on health insurance options, helping patients make more informed coverage decisions.
- Communicated realtime patient decision reporting to operational partners, prompting retention efforts.
- Acted as a liaison between patients, facility teammates, billing office and the corporate office to resolve patient insurance issues and/or concerns.
- Conducted patient insurance evaluation’s to provide education and identified opportunities to better the insurance status of the patient to help reduce or alleviate financial risk and burden.
- Maintained patient’s informed allowing them to find and/or secure options for insurance coverage and other financial assistance programs as necessary.
- Built and maintained relationships with field partners to ensure seamless patient support.
- Worked closely with supervisor/manager of 7 assigned facilities to meet objectives, deadlines, and reporting/measurement requirements as they pertain to patient education.
- Provided monthly reporting and analysis on key metrics related to patient education and advocacy as well as actively participates in monthly operation reviews of assigned patient portfolio.
Executive Assistant
DaVita
Ontario, CA
03.2009 - 05.2012
- Provided administrative support to two Executives, three department managers, and Regional Director.
- Coordinated executive calendar by scheduling meetings with appropriate parties and confirming availability.
- Managed the budget for executive office by tracking expenses and identifying ways to minimize costs.
- Finalized domestic, international, and local travel for Facility Administrator and Regional Director.
- Prepared and edited correspondence, reports, and presentations timely.
- Coordinated and organized facility meetings and executive retreats adhering to company’s mission and values.
Education
Front/ Back Office Administration
UEI College
Ontario, CA08.2010
High School Diploma - undefined
Chaffey High School
Ontario, CA06.2008
Skills
- Employee benefits administration- Enrollment, Eligibility, Claims Processing,Vendor Management, COBRA
- Compliance management: ERISA, HIPAA, ACA, FMLA
- Project management
- Workers Compensation
- Leave of Absence
- HRIS: ADP, PayCore, Benefits Solver, Employee Navigator
- Microsoft Suite
- Staff Training
- Policy and Procedure Implementation
- Report Generation
- Employee Relations
- Auditing
- Team Leadership
Certification
- California Life, Accident, and Health Insurance License #2064686 (Exp. 2027)
- Certified Medical Assistant April, 2010
Languages
English
Highly Proficient
Spanish
Native
Timeline
Employee Benefits Specialist
EPIC Insurance Brokers & Consultants
10.2023 - Current
Senior Benefits/Payroll Coordinator
Association of Orange County Deputy Sheriffs
02.2017 - 06.2023
Regional Insurance Counselor
DaVita
05.2012 - 12.2016
Executive Assistant
DaVita
03.2009 - 05.2012
High School Diploma - undefined
Chaffey High School
Front/ Back Office Administration
UEI College