Stephanie Taborda

Client Service, Assistant Account Manager

NEBA,INC (TPA)

01.2023 - Current

Liaison between clients and NEBA departments to complete day-to-day activities
Assist with employee benefit plans, audits, insurance renewals, trustee meetings, banking and investment manager authorizations, and more.
Streamlined communication channels for improved efficiency in addressing client inquiries and concerns.
Developed strong relationships with clients, resulting in increased trust and long-term business partnerships.
Collaborated with internal teams to ensure seamless service delivery to clients.
Assisted in preparing comprehensive reports for clients, ensuring clear presentation of data and findings.
Provided administrative support to the Client Service team, enabling them to focus on higher-level tasks and strategies.
Participated in team meetings and contributed valuable insights for process improvements, leading to enhanced client experience.
Maintained an organized filing system for all client documents, easing retrieval of crucial information when needed.
Completed quarterly forecasting and monthly financial reviews.
Managed annual financial reviews and audits with external auditors.
Assisted employees with complex benefits claims, resolving issues in a timely manner and ensuring satisfaction.
Coordinated annual open enrollment events, providing opportunities for employees to learn about their options and make informed decisions regarding their coverage selections.
Maintained comprehensive knowledge of industry trends, staying informed on changes in legislation that could impact benefits offerings.
Handled sensitive information discreetly, maintaining strict confidentiality at all times as required by company policy or legal regulations.
Supported payroll department by verifying accuracy of deduction amounts for various benefit plans prior to each pay period processing cycle.
Contributed significantly toward continuous improvement initiatives within the Benefits Administration function by proactively identifying areas of opportunity and implementing process improvements.
Managed employee benefits program, working with vendors, providers and staff to maintain strong portfolio of insurance and retirement options.
Fulfilled reporting requirements of Employee Retirement Income Security Act (ERISA).
Coordinated regular meetings with key stakeholders to discuss ongoing initiatives, challenges faced, and progress toward set goals in relation to TPA operations.
Spearheaded projects aimed at enhancing data security measures within the organization''s TPA processes, protecting sensitive client information.