Silvia Velasquez
North Hollywood,CA
Summary
Bilingual benefits consultant with 17+ years of industry experience, dedicated to assisting employer accounts. Composed, confident, and eager to excel in a team environment, this results-driven account management professional is prepared for the next challenging role. With a proven track record in cultivating client relationships and driving successful project outcomes, known for strong collaboration skills and delivering consistent, impactful results. Highly skilled in strategic planning and client communication, possesses a reliable and adaptable approach to changing business needs.
Overview
17
17
years of professional experience
Work History
Senior Account Manager
PT Business Solutions
04.2024 - Current
- Managed and serviced large group employer accounts of small and mid market accounts (including RFP, carrier negotiations, HRIS implementation, and HR consulting)
- Facilitated and collaborated with carriers/producers/clients to establish employee benefit packages
- Produced client communication materials such as benefit brochures, Open Enrollment presentations, and legal notices
- Developed cost projections
- Established and sustained long lasting client relationships
Senior Benefits Consultant
OneDigital
09.2021 - Current
- Company Overview: Davidow Financial and Insurance Services, Inc was acquired by OneDigital in September of 2021
- While my job duties have remained the same, I was integrated into their Small Employer Group business model as a result of the merger
- Davidow Financial and Insurance Services, Inc was acquired by OneDigital in September of 2021
Director of Services
Davidow Financial And Insurance Services
08.2007 - 09.2021
- Managed and serviced large group employer accounts of 100+ employees (including RFP, carrier negotiations, HRIS implementation, and HR consulting)
- Facilitated and collaborated with carriers/producers/clients to establish employee benefit packages
- Produced client communication materials such as benefit brochures, Open Enrollment presentations, and legal notices
- Developed cost projections
- Established and sustained long lasting client relationships
- Managed account manager team to ensure goals and client expectation was met
Education
High School Diploma -
Highland High School
Palmdale, CA06.1997
Skills
- California Licensed Health, Accident, and Life agent
- Bilingual: Fluent in English and Spanish
- Advanced skills in Microsoft Office
- Expert level knowledge of employee benefit law
- Managerial experience
- Meets and/or exceeds deadlines and timeframes
- Flexible schedule
- Willing/able to travel
Timeline
Senior Account Manager
PT Business Solutions
04.2024 - Current
Senior Benefits Consultant
OneDigital
09.2021 - Current
Director of Services
Davidow Financial And Insurance Services
08.2007 - 09.2021
High School Diploma -
Highland High School
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