Customer-centric professional with 9+ years of experience driving client satisfaction, managing complex projects, and delivering tailored solutions in benefits administration and HR tech. Skilled in managing client relationships, leading cross-functional teams, and ensuring adoption and optimization of SaaS platforms. Known for building trust with stakeholders, solving problems proactively, and creating scalable solutions to enhance the client experience. Adept at managing renewals, onboarding new clients, training users, and improving operational workflows—making a seamless transition into a Customer Success Manager role.
Key Wins:
- Managed client deliverables for benefits plan design, renewals, and implementations across 3-4 large books of business simultaneously.
- Coordinated with clients, carriers, and internal teams to ensure timely delivery of benefit plans and resolve any discrepancies.
- Facilitated meetings and trainings for clients, brokers, and internal teams to ensure a clear understanding of benefits offerings and processes.
- Developed and implemented system configuration for Open Enrollment, benefits plan changes, and rate adjustments.
- Monitored client/employee data in the HRIS system to ensure accurate benefit eligibility and compliance.
- Managed quality assurance for client deliverables, ensuring compliance with industry regulations and internal processes.
- Collaborated with benefits consultants to address any renewal-related issues and provided solutions.
- Responsible for quality assurance tasks for various Books of Business deliverables and procedures such as,
audits, carrier files, payroll files, invoicing, billing reports, worksheets, confirms, and email inbox requests.
- Project management - ensure milestones are reached and the end product is satisfactory to Key Stakeholders. Proactively identify risks for out-of-scope items and provide proper escalation for high-level resolution.
- Training and Development - Design, Implement and facilitate trainings for existing colleagues and New Hires on requested material. i.e., processes and how to utilize the HRIS system.
- Managed and supported a team of 70+ employees, ensuring adherence to call efficiency standards and quality assurance metrics.
- Developed and implemented new processes to improve employee performance and ensure HIPAA compliance.
- Facilitated coaching and training sessions to strengthen team performance and resolve client issues effectively.
- Oversaw escalated client issues, coaching internal teams to ensure timely and satisfactory resolutions.
- Conducted new hire interviews
- Providing coaching and guidance to improve overall employee performance.
• Created and Implemented a De-escalation process procedure for Leadership to address and de-escalate elevated clients who are requesting to speak with a supervisor. This process helped Leadership identify when to take over the employees and when to help de-escalate. This process decreased the need for a supervisor takeover by 8% overall.
• Created and implemented a pre-written script for Employee Advocates to follow when answering and taking calls. This ensured that no part of the HIPAA verification process was missed, keeping that employee and the company in compliance with federal HIPAA laws. This script was created in both English and Spanish.
Salesforce I Jira ServiceNow SharePoint Employee Navigator Marketlink CobraPoint OneKonnect PlanSource Microsoft Excel EDI Feeds HRIS Systems I Cross-functional collaboration I Client relationship management I Jira, ServiceNow I Salesforce I Employee Navigator I Cobra Point I OneKonnect I Marketlink HRIS I Plansource HRIS I Sharepoint I EDI I Client and Benefits implementation I Error resolution I Documentation and reporting I Policy interpretation I Human resources management I Employee benefits laws I HR compliance I Strategic planning I Data management I Change management
· Life Insurance License
· Health Insurance License