Account Manager Employee Benefits

Mary Vega

972-***-**** ****.********@*****.***

linkedin.com/in/mary-v-212001151

Professional Summary

Bilingual, results-oriented HR and Benefits Professional with over 25 years of experience in Benefits Administration, Account Management, and Client Services. Skilled in managing client relationships, overseeing the benefits renewal process, and ensuring competitive benefit offerings. Known for excellent communication, strategic problem-solving, and the ability to deliver on multiple complex projects with precision and efficiency. Adept at leveraging HRIS systems, managing vendor relations, and implementing benefits plans that drive employee satisfaction and business success.

Core Competencies

• Client Relationship Management

• Benefits Administration & Strategy

• Renewal Marketing & Proposal Analysis

• HIPAA Compliance

• Strategic Planning & Implementation

• Workers' Compensation

• Process Improvement & Data Management

• CRM Systems & Reporting

• Cross-Functional Team Collaboration

Professional Experience

Benefits Account Manager, Questco August 2023 – March 2025

• Managed client relationships and served as the primary point of contact for benefit insurance inquiries, ensuring high levels of satisfaction and retention.

• Spearheaded the insurance renewal process, initiating marketing efforts, gathering necessary information, and collaborating with carriers to generate competitive proposals.

• Developed and managed renewal workflows to ensure deadlines were met and tasks were completed in a timely manner.

• Delivered open enrollment presentations and materials, including proposal exhibits and renewal highlights, to clients and their teams.

• Analyzed benefit offerings and proposals to ensure accuracy, competitiveness, and alignment with client goals.

• Identified and resolved obstacles in the renewal process, ensuring smooth transitions between carriers and maintaining the integrity of client data.

• Supported cross-selling opportunities to expand coverage options for clients. Account Manager, Relations Insurance May 2022 – August 2023

• Developed and delivered training on internal procedures and benefit plans, guiding both new hires and clients through the onboarding process.

• Administered benefits plans, including open enrollment processes, ensuring compliance and timely execution.

• Coordinated vendor meetings and managed data migration to ensure smooth integration and continuous system functionality.

Employee Benefits Specialist, RealManage Aug 2021 – May 2022

• Oversaw the creation and maintenance of employee files and benefits documentation, ensuring compliance with company policies and regulations.

• Managed employee benefits data and provided accurate reporting on leave cases and workers' compensation claims.

• Provided exceptional customer service to employees, answering questions related to benefits processes and resolving issues efficiently.

Employee Benefits Account Manager, Robert & Crow Jan 2020 – May 2020

• Administered and coordinated all aspects of employee benefits programs, including proposals, renewals, and open enrollment.

• Produced and managed benefit reporting metrics, ensuring all employee benefits processes were streamlined and efficient.

Employee Benefits Specialist, Holmes, Murphy & Associates Nov 1999 – Oct 2019

• Administered benefits programs and maintained comprehensive benefits records for employees, ensuring data accuracy and compliance with regulatory standards.

• Managed workers' compensation claims and leave cases, providing reports and analytics to improve service delivery.

Education & Certifications

• General License – Life, Accident, Health, Property & Casualty Technical Skills

• HRIS Systems

• Benefits Administration Software

• CRM Systems

• Microsoft Office Suite (Excel, Word, PowerPoint)

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