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Benefits Manager

Fort Lauderdale, FL
October 09, 2019

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954-***-**** • •


Goal driven Coordinator professional with over ten years of experience in Human Resources and Insurance Benefits with extensive knowledge in employee relations, benefits administration, policies and procedures, training and development, and the Human Resource Management System (HRMS)


Bilingual (Spanish and English)


USI Insurance Services, Fort Lauderdale, Florida 2015 - Present

Employee Benefits Account Coordinator

Built client accounts from scratch to recurring accounts to ensure that all USI resources are being engaged where needed throughout the year

Assure continual daily client account satisfaction through superior service levels and customer care in implementing paperwork with carriers including providing clients with updated Healthcare Reform deliverables and compliance review with Summary Plan Description (SPD) and Summary of Benefits and Coverage (SBC)

Coordinate Wellness Health Fairs from the beginning to the end with the client management team and varies participating carriers in the format and implementation of the event success

Creatively resolve problems with clients that have issues which allows the team to handle other important tasks in data collections, renewal processes, benefit selections, financial revenue and quarterly meetings

Ensure compliance of all plans and programs with governmental regulatory agencies

Propose cost and time efficient changes to benefits programs, manage the annual benefit budgets.

Selected to train newly hired Junior Account Managers due the knowledge of the products and position

Supported the account managers and producers in handling the activities of the employee benefits team in open enrollment meetings, wellness events, 5500 procedures with Wrangler, employees’ eligibility, create PowerPoint presentation and benefit guides, and conducted/managed HR Connections.

Fidelity Investments, Durham, North Carolina 2006 - 2014

Health and Welfare Representative II & III (Benefits Administrator)

Accurately and confidently educate employees on coverage options for insurance benefits and process updates in accordance with plan procedures for varies Fortune 500 clients

Proactively assist with problem resolution by acting as a point of contact between external vendors, internal business partners, and the employees

Diligently ensure that all guidelines are followed to avoid losses due to security breaches or failure to comply with the laws of Health Insurance Portability and Accountability Act (HIPAA), The Employee Retirement Income Security Act of 1974 (ERISA) guidelines

Managed and coached teams to ensure that they are providing great customer service techniques

Interviewed and hired new associates for the customer service representative position by selecting qualified individuals to meet the department needs

Conducted new hired classes by educating the new employees the roles, responsibilities, and the company’s objectives


South University Pending Completion

Bachelor of Science in Healthcare Management

North Shore Community College 2001 - 2006

Associate of Arts of Applied Science

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