Ulyssa Deleon
Dallas
Summary
Benefits professional with extensive background in managing employee benefits programs and providing advisory services. Seeking to expand professional experience in the benefits field through acquired skills, knowledge, and education.
Experienced in fully insured and self-funded medical plans and full scope of ancillary and worksite benefits. Team player with proven skills in leadership, communication, and problem solving. Reliable team collaborator focused on achieving positive results and adapting to changing requirements.
Overview
23
23
years of professional experience
1
1
Certification
Work History
Employee Benefit Senior Account Executive
Marsh & McLennan
04.2024 - Current
- Advise clients on employee benefits programs, enhancing understanding and utilization of available options.
- Analyzed client data to identify areas where improvements could be made in their benefit offerings.
- Worked closely with insurance carriers to resolve claims-related issues on behalf of clients quickly and efficiently.
- Provided ongoing support to clients throughout the life-cycle of their employee benefits programs, addressing any issues or questions that arose.
- Negotiated favorable contracts with benefit providers for the best possible terms for clients.
- Facilitated open enrollment sessions, ensuring clear communication of benefit offerings and enrollment processes.
- Collaborated with HR teams to streamline benefits administration and improve overall efficiency of processes.
Employee Benefits Account Executive
Bevcap Management Insurance Services
06.2022 - 04.2024
- Manage block of 17 self-funded mid to large groups for a captive program from implementation to day to day and escalated issues.
- Point person on client meetings i.e. claims review, renewal discussions, strategy discussions.
- Prepare custom employee communications to educate employees such as quarterly educational meetings on benefit programs.
- Market ancillary products, communicate and enroll for direct contract clients.
- Responsible for summarizing medical compliance updates for distribution to team and clients.
- Work with Account Coordinator to provide day to day support and assist in growing and mentoring position by providing guidance on building proficiencies and benefit knowledge.
Employee Benefits Account Executive / Unit Leader
IMA
01.2016 - 01.2022
- Manage block of 60 fully insured and partially self-funded large group
- Mentor / train the incoming Account Managers and Analyst.
- Point person for any escalated client issues
- Strong client and employee facing role for needs regarding eligibility, billing, and claims; client presentations and employee educational meetings.
- Prepared custom employee communications to educate employees including custom enrollment forms and conducted bilingual enrollment meetings for employer groups.
- Benefit Administration including employee education, COBRA administration, billing reconciliation, and claim assistance.
Employee Benefits Senior Account Manager
Waldman Bros
01.2011 - 01.2016
- Managed block of 35 fully insured employers, small and large groups.
- Subject Matter Expert on creating and maintaining client portals that house employee information, benefits data, and rules-based programming to capture electronic elections of benefits; provided technical support for internal and external clients.
- Strong client and employee facing role for needs regarding eligibility, billing, and claims; client presentations and employee educational meetings.
- Prepared custom employee communications to educate employees including custom enrollment forms and conducted bilingual enrollment meetings for employer groups.
- Benefit Administration including employee education, COBRA administration, billing reconciliation, and claim assistance.
Employee Benefits Manager
Willis HRH, formerly HRH of Dallas
01.2007 - 01.2011
- Manage block of 45 fully insured and partially self-funded employers, small and large groups.
- Prepared custom employee communications to educate employees including custom enrollment forms, and conducted bilingual enrollment meetings for employer groups
- Strong client and employee facing role for needs regarding eligibility, billing, and claims; client presentations and employee educational meetings.
- Built and maintained relationships with employer groups through monthly or weekly contact.
Client Account Manager
Bell Group
01.2003 - 01.2007
- Manage block of 20 fully insured small groups and individual clients.
- Coordinated and prepared materials for formal sales presentations.
- First-point-resolution for billing, eligibility, and claim issues for customers.
- Provided technical and administrative support for internal and external customers.
- Conducted bilingual enrollment meetings for employer groups.
Education
High School Diploma -
Warren Travis White
Dallas, TX05-1992
Skills
- Microsoft Excel
- Microsoft Word
- Microsoft PowerPoint
- Microsoft Outlook
- Teamwork and collaboration
- Problem-solving
- Time management
- Multitasking
- Negotiation skills
- Training support
- Strategic planning
- Self motivation
Certification
- General Lines License - Grandfathered since 2025
Languages
Spanish
Timeline
Employee Benefit Senior Account Executive
Marsh & McLennan
04.2024 - Current
Employee Benefits Account Executive
Bevcap Management Insurance Services
06.2022 - 04.2024
Employee Benefits Account Executive / Unit Leader
IMA
01.2016 - 01.2022
Employee Benefits Senior Account Manager
Waldman Bros
01.2011 - 01.2016
Employee Benefits Manager
Willis HRH, formerly HRH of Dallas
01.2007 - 01.2011
Client Account Manager
Bell Group
01.2003 - 01.2007
High School Diploma -
Warren Travis White
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