Intercultural professional with 7 years of comprehensive experience in Benefits Administration, known for strong communication skills and the ability to engage effectively with diverse teams and clients. Experienced in organization and project management with a proven record of inspiring confidence, client retention, and team building. Eager to leverage my skills to make a positive and lasting impact on your organization.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Associate Account Executive
Lockton Dunning Benefits, Lockton Companies
Dallas, TX
07.2022 - Current
Contribute to strategic planning and consulting for comprehensive plan strategy development.
Negotiate baseline quotes with carriers and recommended plan designs for small accounts.
Manage day-to-day client issues and inquiries within the team lead's book of business.
Support yearly renewals and facilitated open enrollment meetings.
Coordinate Request for Proposals (RFP) production, including vendor responses, analysis, and client report recommendations.
Process quotes, amendments, and reinstatements as needed.
Analyze clients’ coverage, identifying gaps and recommending design alternatives.
Assist in implementation planning, including coordinating open enrollment meetings and deliverables.
Partner with Lockton Communications to create materials like open enrollment guides, flyers, and presentations.
Collaborate with the team to review agreements and key documents.
Participate in client meetings to discuss large claims, utilization trends, and set goals and strategies.
Research industry trends and carrier offerings and facilitating vendor meetings on new products.
Maintain compliance knowledge to consult clients in partnership with internal legal counsel.
EH&B Account Manager
Marsh & McLennan Agency
Dallas, Texas
04.2021 - 07.2022
Manage client data in ImageRight and Benefit point such as sold case sheet, RFPs, prospect opportunity reports, BORs, benefit summaries, updating rates and benefit plans information
Provide support to Account Executives with responsibilities and duties with client’s emails and benefits timeline
Gather data necessary to submit to carriers for marketing or renewal
Responsible for client marketing – sending RFPs, receiving quotes, create and finalize marketing spreadsheet analysis for proposal
Assist Broker and Account Executive with mid-year, pre-renewal, and post-renewal meeting presentations with clients
Received the MMA 2021 Stellar Newcomer Award
Helped to pilot Bambu and perfect quote systems with MMA
HR Benefits Coordinator
Mesilla Valley Transportation
El Paso, Texas
01.2020 - 04.2021
Team Leader, new hire trainer and employee mentor
Administrated COBRA, LOAs, ACA, FMLAs usage and open enrollment
Assisted employees in benefits enrollment and questions
Resolved employee issues with insurances providers and other healthcare administrators
Synthesized activities of Payroll and other departments to achieve accuracy in payroll and billing
Supported benefits program administration such as maintaining billing and communicating plans to employees
Audit self-funded claims data, benefit enrollments, and payroll deductions
Benefits Solution Specialist II
Automatic Data Processing (ADP) Inc.
El Paso, Texas
06.2017 - 11.2019
Primary contact for comprehensive clients supporting ADP WFN technology, COBRA administration, ACA, employee and carrier inquiries, audits, and invoice reconciliation
Coordinated Annual Enrollment related activities and proactively engage clients and internal teams as needed on open items
Responsible for all configuration and related activities for benefits administration and annual enrollment
Simultaneously, managing up to 6 Annual Enrollment projects, supporting over 8,000 employees annually
Educated, discussed and collaborated with clients on relevant product updates, engaging consultation with client leaders and executive level as needed
Maintained all client documentation such as Standard Operating Procedures and process related documentation
Mentored new hires and temporary associates since 2018 for both in El Paso TX and Tempe AZ
Collaborated in creating ADP Benefit Specialist role expectations
ADP Campus Ambassador
Quality Control Clerk
Fred Loya Insurance
El Paso, Texas
07.2014 - 02.2017
Performed a variety of clerical duties for the claims department, such as working in surveys team to ensure elite customer service
Assisted in the Social Security Number Verification team for appraisal and claim purposes
Developed the process for undelivered checks which then was adopted as a standard operating procedure by the company
As a result, reduced volume amount of undelivered checks coming into the company by approximately 70%
Supported leaders in reporting and data analysis
Education
MOL - Organizational Leadership
The King’s University
Southlake, Texas
05.2026
BBA - Finance
The University of Texas at El Paso
El Paso, Texas
05.2017
AA - Business and Accounting
El Paso Community College
El Paso, Texas
05.2014
AA - Economics
El Paso Community College
El Paso, Texas
05.2014
AA - Business
El Paso Community College
El Paso, Texas
05.2014
Skills
Strategies in Decision Making
Proficient in Microsoft Office
Collaboration and Conflict Resolution
Project Management
HR Benefits Consulting
Bilingual- English & Spanish
Client Retention
Business Process Improvement
HRIS Systems-ADP WFN, and Selerix
Reporting and Analysis
Time Management
File Management
Innovator
Accomplishments
Recipient of multiple Lockton WOW Awards for exceptional client service, outstanding tracking and organizational skills, strong teamwork, and consistently exceeding expectations in maintaining internal processes.
Received Marsh & McLean Awards for Newcomer Stellar Award.
Certification
Texas General Lines Agency/ Agent License for Life, Accident, Health and HMO.