Detail-oriented Employee Benefits professional with excellent communication, interpersonal and creative thinking skills. Passionate about Benefits Education. Bilingual in English and Spanish. Aiming to leverage my abilities to successfully fill the vacancy at your company. Frequently praised as hardworking by my peers, I can be relied upon to help your company achieve its goals. Experienced in TPA, and PEO.
Hi, I’m
Veronica Morales
Implementation Benefits Consultant
Wylie,US
Summary
Overview
12
years of professional experience
1
Certification
Work History
Paychex
Implementation Benefits Consultant
11.2023 - Current
Job overview
- Acts as a contact for the client during the implementation process to resolve issues, answer questions and ensure expectations and deadlines are met
- Manages client employees benefit onboarding process, including conducting the employee orientation meeting
- Creates and manages an implementation timeline, sets expectations and defines responsibilities with concise communication, including all tasks to be completed to ensure a successful client launch
- Establishes and maintains strong partnerships with product teams, Sales and HR Professionals to ensure that all new and current client needs are assessed and met
- Determines client product needs to ensure client expectations are properly set and exercises agility and strong communication skills when timelines change
- Manages changes in project scope, identifies potential risks, and devises contingency plans to ensure client needs are being met
- Manages communications and meetings with team members to ensure tasks are being completed and deadlines met
- Provides Management team with regular status reports to ensure client satisfaction and progress is being met
- Ensures a thorough transition of the client to Ongoing Service
- Makes recommendations regarding needs analysis and potential process improvements
- Coordinates client training to ensure client expectations are met
CVS Health
Benefits Relationship Manager
01.2023 - 11.2023
Job overview
- Defining and Documenting Requirements with Clients, Implementation and Account Managers
- Consulting with clients on proposed solutions to meet objectives & goals including financial & member experience
- Research, analyzing impacts for consideration of requirements or errors and providing direction on adjudication setups & solution to Configuration & Quality for mitigation
- Cross functional project support to improve benefits requirements process
- Mentorship of colleagues with Benefit & Clinical Ops
- Building relationships with key client partners through a consultative approach to understand client benefit plan design needs
- Translating client needs and requirements to internal CVS Health teams such as Benefits Coding and Quality Analysis
- Facilitating internal and external meetings and presentations to provide status updates and make decisions relative to client benefit setup
Wilson Benefits
Employee Benefits Account Executive
08.2022 - 12.2022
Job overview
- Assigned to book of business and responsible for obtaining clients' trust by meeting their needs and expectations
- Responded promptly to client referrals, concerns and questions and implemented appropriate adjustments and solutions
- Delivered proposals and presentations regarding product benefits
- Arranged in-person meetings and visited with clients to improve success of sales pitches
- Checked employees' benefits enrollment for accuracy and inputted all data into Employee Navigator, Ease, SmartBen
PES Enrollments
Benefits Counselor
08.2021 - 12.2022
Job overview
- Answered questions and built interest with friendly and knowledgeable support
- Provided knowledgeable advice on benefits matters such as eligibility and coverage
- Explained advantages and limitations of different benefit programs and policies
- Provided subject matter expertise on eligibility, coverage and other benefits matters
- Explained benefits to plan participants in easy-to-understand terms in order to educate each on available options
- Checked employees' benefits enrollment for accuracy and inputted all data into Employee Navigator, Ease, SmartBen, Selerix, ADP, BenSelect, Bswift
BPA
Benefits Enrollment Counselor
01.2022 - 07.2022
Job overview
- Answered questions and built interest with friendly and knowledgeable support
- Provided knowledgeable advice on benefits matters such as eligibility and coverage
- Explained advantages and limitations of different benefit programs and policies
- Provided subject matter expertise on eligibility, coverage and other benefits matters
- Explained benefits to plan participants in easy-to-understand terms in order to educate each on available options
Beneport LLC
Benefits Enrollment Counselor
10.2020 - 11.2021
Job overview
- Answered questions and built interest with friendly and knowledgeable support
- Provided knowledgeable advice on benefits matters such as eligibility and coverage
- Provided subject matter expertise on eligibility, coverage and other benefits matters
- Explained benefits to plan participants in easy-to-understand terms in order to educate each on available options
- Checked employees' benefits enrollment for accuracy and inputted all data into Employee Navigator, Ease, SmartBen, Selerix, ADP, BenSelect, Bswift
- Observed strict procedures to maintain data and plan participant confidentiality
Higginbotham
Employee Benefits Account Manager
03.2020 - 06.2020
Job overview
- Maintains professional relationship with clients through exceptional customer service
- Assigned to book of business and responsible for obtaining clients' trust by meeting their needs and expectations
- Account Managers are also responsible for supporting sales Agent(s) in producing new business and renewing existing business
- Acts as primary contact between client, prospect, agency, and producer; represents agency in handling complaints, arbitrating disputes, or resolving grievances
- Gathers necessary information regarding new/existing accounts and submits this information to various and appropriate carriers to obtain proposals; investigate carrier products, analyzes and reviews clients' data to appropriate carriers to recommend appropriate plans and proposals to offer client
Resourcing Edge
Benefits Representative
10.2019 - 03.2020
Job overview
- Follow-up with clients on behalf of PEO to secure satisfaction with company's products and services
- Setting up benefit plans with multiple tiered pricing structures
- Creating and documenting standard operating procedures
- Responsible for Annual Renewals, eligibility, all benefit inquiries, enrollments, and all day-to-day functions of accounts
- Resolved issues and inquiries from plan participants regarding health and welfare benefits and deductions through telephone, email and in-person interactions
- Observed strict procedures to maintain data and plan participant confidentiality
- Coordinated submission and processing of life insurance claims
- Explained benefits to plan participants in easy-to-understand terms in order to educate each on available options
- Focused solutions on industry-specific workflow, client base and protocols, tailoring implementations to client needs
Education
South Texas CollegeMcallen, Texas
Diploma from LVN
01.1997
University Overview
Skills
- Relationship building
- MS Word
- Good communication
- Critical thinking
- Customer service
- Interactive communication skills
- Clear communication
- Client counseling
- Benefits administration
- Prism
- Client Space
- Oasis
- Employee benefits expertise
- New employee enrollment
- Written and oral communication
- Benefits explanation
- Employee relations
- New employee orientations
Languages
Spanish
Native or Bilingual
Timeline
Implementation Benefits Consultant
Paychex
11.2023 - Current
Benefits Relationship Manager
CVS Health
01.2023 - 11.2023
Employee Benefits Account Executive
Wilson Benefits
08.2022 - 12.2022
Benefits Enrollment Counselor
BPA
01.2022 - 07.2022
Benefits Counselor
PES Enrollments
08.2021 - 12.2022
Benefits Enrollment Counselor
Beneport LLC
10.2020 - 11.2021
Employee Benefits Account Manager
Higginbotham
03.2020 - 06.2020
Benefits Representative
Resourcing Edge
10.2019 - 03.2020
South Texas College
Diploma from LVN
Accomplishments
Accomplishments
- Licensed in Life and Health in 50 States
- Texas General Lines Life, Health, Accident, HMO
- LTC Certified
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