Communicated intricate benefit concepts to client stakeholders, including CFOs, HR managers, and employees

Led Bennie App demonstrations for employees, enhancing understanding of app capabilities

Built and managed benefit plans efficiently on various HRIS software platforms

Created reusable Excel templates, streamlining repetitive tasks and improving client service

Facilitated cross-departmental collaboration, ensuring timely project completion

Managed projects to ensure timely completion of deliverables

Developed and presented in-depth benefit marketing campaigns to mitigate insurance renewal premiums

Main contact and knowledge expert for 20 clients

Provided technical troubleshooting of the HRIS and payroll platforms for HR managers

Created new systems and processes to better service clients using Excel

Collaborated with client human resource teams and finance departments to ensure compliance with government regulations and company policies

Led and prepared client renewal and benefit strategy presentations

Supported five consultants in maintaining relationships with over 30 clients

Developed underwriting analysis based on the previous 12-24 months of client claims data

Analyzed existing benefits programs for cost-effectiveness and compliance with applicable laws

One of three key employees to assist in the implementation of a branch-wide document management system.

Discussed and implemented strategies to mitigate risk and enhance overall client business performance.