Simon Bourgeois
Summary
Results-driven professional with a strong background in employee benefits and compliance. Successfully managed client relationships, ensuring satisfaction and retention while facilitating policy renewals in tandem with the annual employee benefits client lifecycle. Demonstrated expertise in data analytics and project management to streamline service delivery and bring in more business.
Overview
7
7
years of professional experience
Work History
Employee Benefits Senior Account Representative
USI Insurance Services LLC
Metairie, Louisiana
07.2025 - Current
- Managed client relationships to ensure satisfaction and retention.
- Facilitated policy renewals and amendments for diverse clients.
- Developed proposals and presentations for both new and current clients.
- Coordinated with underwriters to assess risk and coverage options.
- Resolved client inquiries and concerns efficiently and professionally.
- Collaborated with internal teams to streamline service delivery processes.
- Managed client onboarding by configuring software solutions and conducting training sessions.
- Presented to crowds of 200+ for Open Enrollment sessions.
- Collaborated closely with C-suite executives on strategic initiatives.
- Performed scheduled maintenance tasks on the payroll software systems such as Employee Navigator, ADP, Paycor, Rippling, and various others.
Compliance Officer
Lafourche Parish Government
Raceland, USA
04.2024 - 07.2025
- Drafted legally-supported letters of action referencing applicable codes of ordinances.
- Communicated difficult news to residents while fostering dialogue for peaceful resolutions.
- Monitored project operations proactively to ensure compliance with regulations.
- Remained 100% up to date on regulations involving parish ordinances and the Federal Highway Administration.
Director of Operations
B4 Products LLC
, Remote
06.2021 - 04.2024
- Facilitated product sales exceeding $850,000
- Sourced and negotiated contracts with product suppliers, resulting in an average savings of $30,000 annually.
- Resolved supplier-related logistics issues, ensuring timely product availability and maintaining operational continuity.
- Analyzed customer feedback and market trends, identifying preference shift towards sustainable products, enhancing product alignment with market demands.
IT Audit Consultant Fall Intern
EisnerAmper
Baton Rouge, USA
08.2022 - 12.2022
- Executed thorough review and analysis of HIPAA controls and HITRUST documents, resulting in nearly 100% compliance with healthcare industry regulations.
- Collaborated with cross-functional teams using Microsoft Office and Teams to enhance communication effectiveness.
- Developed executive reports and presented findings to shareholders and senior management clearly and professionally.
Retail Sales Associate
Dollar General
Thibodaux, USA
06.2019 - 12.2022
- Utilized Point of Sale computer systems proficiently, reducing transaction processing time and improving overall checkout experiences for customers.
- Managed inventory effectively, resulting in a reduction of stockouts by 20% and an increase in sales revenue.
- Fostered team spirit to improve collaboration and boost morale.
- Proposed enhancements to corporate processes aimed at improving customer service outcomes.
Education
Bachelor of Science - Business Administration
Nicholls State University
Thibodaux, Louisiana09-2023
Skills
- Client relationship management
- Contract negotiation strategies
- Regulatory compliance
- Payroll Software
- Data analysis
- Market trend analysis
- Process optimization
- Data-driven decisions
- Project coordination
- Microsoft Excel
- Power BI
- SQL
- Access
- SharePoint
- PowerPoint
- Word
- Teams
- Problem solving
- Clear communication
- Collaborative teamwork
- Presentation skills
- Conflict resolution
- Mentorship programs
- Client account management
Hobbies and Interests
- Investigations
- Continuous Learning
- Professional Writing
- Basketball
- Tennis
- Cooking
- Holistic Health
- Self Improvement
Timeline
Employee Benefits Senior Account Representative
USI Insurance Services LLC
07.2025 - Current
Compliance Officer
Lafourche Parish Government
04.2024 - 07.2025
IT Audit Consultant Fall Intern
EisnerAmper
08.2022 - 12.2022
Director of Operations
B4 Products LLC
06.2021 - 04.2024
Retail Sales Associate
Dollar General
06.2019 - 12.2022
Bachelor of Science - Business Administration
Nicholls State University