Experience

The Orientation Company

• United States
• Insurance
• 1 - 100 Employee

• Executive Vice President, Operations

  • Aug 2019 - Present



Hodges-Mace, LLC

• United States
• Insurance
• 1 - 100 Employee

• Implementation Consultant

  • Jan 2018 - Aug 2019

• Director, Enterprise Clients

  • Aug 2016 - Aug 2019

• Director of Client Strategies - West Region

  • Jan 2013 - Aug 2016

• Project Director

  • Sep 2011 - Jan 2013



Anthem, Inc.

• United States
• Hospitals and Health Care
• 700 & Above Employee

• Product Management Director, Life and Disability

  • Sep 2009 - Sep 2011



Univers Workplace Solutions

• United States
• Insurance
• 100 - 200 Employee

• Director, Client Services

  • May 2004 - Sep 2009

  • Develop and manage implementation teams and client/broker relationships. • Support the closure of final sales presentations. • Manage the implementation of electronic benefit enrollment through: • Employer benefit plan analysis. • Census data and existing coverage data scrubbing and mapping. • Testing and quality assurance. • Focus on sales strategy of individual voluntary benefit plan options. • Design employee benefit communication materials. • Prepare eligibility files based on provided file specifications for several payroll/HRIS vendors and carrier interfaces. Show less



Marsh

• United States
• Insurance
• 700 & Above Employee

• Benefit Analyst

  • Aug 2001 - May 2004

  • Evaluate employer health and welfare plans through renewals, marketing and negotiations. • Design practical, competitive and cost-effective programs on an annual basis. • Prepare ROI, present and implement on-line benefit communication/enrollment solutions for employers. • Develop statistical and census data for insurance carriers and executives. • Installation of new plans, changes and policies. • Design employee benefit communication materials. • Claims resolution and day-to-day administration. • 5500 filing and analysis. • Conduct Open Enrollment presentations. Show less



UltraLink

• Outsourcing and Offshoring Consulting
• 1 - 100 Employee

• Account Manager

  • Oct 2000 - Aug 2001

  • Manage 16 implementations of UltraLink’s on-line benefits enrollment system and off-line reconciliation administration. • Maintain client/broker relationships and customer satisfaction. • Create plan designs based on client benefit specifications to build on-line enrollment system to interface with various payroll and HRIS/HRMS systems including ABRA, SMS, PeopleSoft and ADP. • Troubleshoot to reach implementation objective and on-going consulting. • Manage issue resolution. • Involved in sales presentations to current and prospective clients. Show less



Volt Information Sciences

• Business Consulting and Services
• 200 - 300 Employee

• Benefits Manager

  • Mar 1996 - Nov 2000

  • Manage the administration, implementation and maintenance of all benefit procedures including term life/medical/dental/vision insurance plans, COBRA and HIPAA regulations, long and short term disability plans, 401(k) and deferred compensation plans, FMLA/PDL/CFRA regulations, vacation/illness tracking and state mandated disability laws and plans for a weekly payroll of 42,000 nationwide employees. • Key liaison between MIS and development team for full life cycle of Peoplesoft project implementation. • Fit/Gap Analysis to analyze the fit between the Volt legacy system and the PeopleSoft system. • Developed and managed 22 separate benefit programs, including 220 benefit plans and over 900 rate ID’s, with less than 1% error ratio. • Handle benefit inquiries and complaints to ensure quick, equitable and courteous resolution. • Install approved new plans, changes and employee benefit policies by preparing announcement materials for communication to employees. • Develop benefit information and statistical and census data for insurance carriers and executives for quotations. • Reconcile monthly billings for premiums for 160 carriers. • Provide assistance, guidance and training to all branch locations, conduct monthly benefit seminars for new employees to advise and counsel employees on benefit options. • Develop and update Employee Handbook with latest revisions. • Supervised staff of 10, held monthly staff meetings, and conducted annual performance reviews. Show less



Placentia Yorba Linda Unified School District

• Child Care Center Lead

  • Aug 1985 - Mar 1997

  • Create and maintain a monthly budget to supply the center according to scheduled activities and daily needs. Prepare monthly billings, posting of payments and collections. • Trained Lead Teachers at off sites to use provided software to compute monthly time records, develop office documents and plan site activities. • Plan daily activities for 100+ children and supervise the implementation. • Supervised staff of up to 20, held monthly staff meetings, and conducted annual performance reviews. Show less