Experience

Paylocity
• United States
• Software Development
• 700 & Above Employee
• HCM Account Executive

  • Mar 2022 - Present


NFP

• Costa Rica
• Food Production
• 1 - 100 Employee

• Senior Account Executive

  • Nov 2018 - Mar 2022

  - Developed and maintained ongoing relationships with clients; Acted as the subject matter expert on Health & Welfare Benefits and vendor/carrier products and services.- Maintained a project plan to ensure client deliverables are provided on time. Delegated work to more junior team members to ensure completion.- Built and maintained strong relationships with carriers, companies and clients. Kept clients apprised of appropriate industry trends and events, including all state and federal regulatory issues.- Maintained relationships with carrier representatives in order to better understand available products and services in the marketplace and recommended them to clients.- Anticipated client needs and identify the strategies to solve them.- Reviewed request for proposals and insurance plan analyses, negotiated with carriers and recommended renewal actions. Oversaw implementations of new business.- Articulated alternative funding strategies.- Developed and executed client strategy plan and defined deliverables.- Oversaw open enrollment process for clients. Lead employee presentations and delivered communication materials.- Conducted and presented annual client compliance audits with regional Compliance attorney.- Kept clients apprised of appropriate industry trends and events, including all state and federal regulatory issues. Explained legislative guidelines including COBRA, HIPPA, ERISA, Section 125, and Health Care Reform to clients; Kept clients aware of updates on relevant - Interpreted plan rules to ensure compliance with Plan Documents and Summary Plan Descriptions (SPDs).- Reviewed the work of the Account Managers and Client Advocates on the team and provided informal mentorship to them.- Ensured all client data is entered into CRM System (Salesforce) in a timely manner.

• Account Manager - Benefit Administration Group

  • Sep 2015 - Nov 2018



Computrols, Inc

• United States
• Appliances, Electrical, and Electronics Manufacturing
• 1 - 100 Employee

• Director of Finance and Marketing

  • Oct 2014 - Sep 2015

  - Oversaw Accounts Payable and Accounts Receivable- Budgeted and forecasted- Assisted with scheduling of production runs- Created and analyzed financial reports- Communicated with all members of my team to assure efficient and timely process from job acceptance to close out

• Accounts Executive

  • Sep 2007 - Oct 2014

  - Prepare bills and invoices for sales or services rendered- Enter and bill all maintenance- Collect on accounts by sending bill reminders and communicate with customers via phone, email, fax or mail- Process all credit card payments, ACH or wire payments that come in by entering into accounting software- Prepare cash and check payments for bank deposit- Reconcile the accounts receivable ledger to ensure that all payments are accounted and properly posted- Enter all purchase invoices- Reconcile supplier statements- Process staff expenses- Prepare payment runs and cut check for all vendors- Disburse petty cash by recording entries and verifying documentation- Distribute ingoing and outgoing mail- Book all company travel


Houston's Restaurant
• United States
• Restaurants
• 1 - 100 Employee
• Server

  • May 2008 - Jul 2008


Slidell Athletic Club

• United States
• Wellness and Fitness Services

• Membership Advisor

  • Sep 2005 - Sep 2007

  - Provided one-on-one tours of our facility to prospective members. - Demonstrated effective skills to interview prospective members. - Produced consistent monthly sales by enrolling prospective members in the club utilizing the Sport & Health relationship/rapport building and selling processes. - Contacted prospective members to explain benefits and costs of membership and to describe organization and objectives of club and association. - Mastered the ability to tour and close prospective members while giving them a very positive experience. - Generated new sales through community outreach, including the distribution of marketing materials to the community. - Recruited and gained new members through active prospecting, referral programs and community outreach. - Marketed memberships to prospective customers - Answered phones and assisted members in signing up for membership - Resolved customer service complaints - Utilized cash register to complete customers transactions - Participated in a team environment to promote customer satisfaction and consistent service following the customer service model. - Met and exceeded sales quotas by providing excellent sales techniques and communicated exceptional customer service. - Generated new membership leads, conducted facility tours, and provided exceptional customer service. - Provided top-tiered customer service with member engagement and face to face relationships.


Target
• Mexico
• Appliances, Electrical, and Electronics Manufacturing
• 1 - 100 Employee
• Guest Services Team Lead

  • Oct 2006 - Apr 2007

BREC
• United States
• Recreational Facilities
• 100 - 200 Employee
• Dance Instructor

  • Aug 2006 - Jan 2007

Vector Marketing
• India
• Graphic Design
• 1 - 100 Employee
• Sales Representative

  • May 2006 - Aug 2006