Tony David
San Diego,CA
Summary
Benefits plan operations professional with nearly 20 years of experience in leading change, driving process improvements, and managing service operations across health, wellness, and retirement plans. Demonstrated success in overseeing both domestic and offshore resources to enhance efficiency and service delivery. Expertise encompasses data analysis, communication, design, and vendor management, with experience across organizations ranging from small teams to enterprises with over 50,000 employees. Proven ability to deliver strategic improvements that optimize operations and drive organizational success.
Overview
18
18
years of professional experience
1
1
Certification
Work History
DIRECTOR, HEALTH & WELFARE OPERATIONS
Navia Benefit Solutions
09.2019 - Current
- Established a culture of continuous process improvement by fostering open communication channels and empowering employees to voice and execute their ideas.
- Streamlined annual open enrollment process by transitioning Account Managers from individually managed spreadsheets to a centralized online task tracker. Developed and implemented task templates for improved consistency and efficiency. Designed and led training sessions to ensure seamless adoption of the new process.
- Revamped benefits administration billing report process for each client, creating a best-in-class reporting system for monthly billing. Enhanced the quality of reporting, enabling billing reports for new clients to be completed in under 1 hour per month, where previously it could take up to 25 hours in a month for a single client.
ASSISTANT VICE PRESIDENT, HR
LPL FINANCIAL
10.2013 - 09.2019
- Benefit Plan Operation: health, 401(k) and 409(a) plan operations with annual spend of $50M, including self-insured plans, 20 vendors, 4,000 eligible employees and 2,000 eligible independent advisors.
- Employee communications: benefits guide redesign, digital signs, intranet articles, postcards, posters, webinars and info sessions. Improved enrollment engagement from 55% to 80% with a passive enrollment.
- Implementations: Change 401(k) provider, reduce number of plans for cost efficiency, transition medical carriers, introduce healthcare advocacy, redesign onboarding, open onsite gyms and medical clinics.
SENIOR RETIREMENT PLAN ADMINISTRATOR
SAIC
10.2010 - 10.2013
- Benefit Plan Operation: multiple retirement plans and vendors including a jumbo $7B 401(k) plan with 50,000 participants. Instituted separately managed accounts for $4M savings annually.
SENIOR BENEFITS ANALYST
MPMS
01.2007 - 10.2010
- Implementations: added High-Deductible PPO + Health Savings Account PPO and Roth 401(k).
Education
Bachelor of Science - Finance
San Diego State University
San Diego12.2001
Skills
- Strategic Planning
- Data Analysis
- Verbal and written communication
- Process Improvement
- Data File Management
- People Management
- Operations Management
- Benefit Plan Operation
- Project Management
- Excel and Power Query Expertise
- Vendor Management
- 401(k) and 409(a) Plan Administration
- Group Presentations
- Change Management
- HRIS
- Vendor Data Integration
- ERISA / HIPAA / COBRA
Certification
Generative AI for Business, Cornell University
Operations Management, Cornell University
Timeline
DIRECTOR, HEALTH & WELFARE OPERATIONS
Navia Benefit Solutions
09.2019 - Current
ASSISTANT VICE PRESIDENT, HR
LPL FINANCIAL
10.2013 - 09.2019
SENIOR RETIREMENT PLAN ADMINISTRATOR
SAIC
10.2010 - 10.2013
SENIOR BENEFITS ANALYST
MPMS
01.2007 - 10.2010
Bachelor of Science - Finance
San Diego State University
Generative AI for Business, Cornell University
Operations Management, Cornell University
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