Lead Analyst Benefits Consulting

• Jan 2023 - Present

Account Executive Health Risk Solutions

• Mar 2020 - Jan 2023

Lockton is the world's largest independent insurance brokerage providing customized solutions to meet your organization's risk, benefits and retirement needs. - I serve as the main point of contact for customer population health needs by managing healthcare spend and ultimately reduce overall costs - Provide strategic recommendations and implement targeted strategies that are designed to meet specific customer needs. I conduct clinical data analysis to identify trends in chronic disease, high-cost claims, and utilization of services - Partner and establish foundational relationships with internal stakeholders (Team Leads, Specialty practices) and external stakeholders (Human Resources Leaders, Chief Financial Officer [CFO], employee benefits experts) to create strategic long-term actions plans for client health plan populations that include behavior-based interventions, workplace health solutions support, and communication engagement strategies. - Lead presentations and demos with a consultative, white glove - Sale solutions by identifying best in class providers to reduce specific health risk by expansion opportunities and meet/exceed expansion revenue targets by understanding customer objectives and use-cases - Manage account issues and escalations as it relates to contracts and renewals. - Lead implementation and onboarding sessions and ongoing account reviews

Executive Board of Directors

• Dec 2019 - Feb 2020

I formally served as an Executive Board of Directors for the San Antonio Business Group on Health, SABGH. The SABGH aims to improve the health of the San Antonio Workforce by providing the business community with opportunities to network, discuss best practices, promote worksite wellness initiatives, and recognize local employers for their efforts to improve employee health and wellness. I formally served as an Executive Board of Directors for the San Antonio Business Group on Health, SABGH. The SABGH aims to improve the health of the San Antonio Workforce by providing the business community with opportunities to network, discuss best practices, promote worksite wellness initiatives, and recognize local employers for their efforts to improve employee health and wellness.

Benefits Program Advisor - Physical & Emotional Wellness

• Feb 2018 - Feb 2020

I served as the Wellness Programming Expert as a Benefits Program Advisor on the Specialized Services - Benefits Physical & Emotional Wellness Team for USAA. • Ensure health and welfare compliance with Federal, State and local laws, regulations and plan documents, including IRS and HIPPA. • Lead third-Party vendor management operations; program inquires, program review of processes, policies and controls, validate completion of contractual Service Level Objectives (SLOs), processes invoices, and owner of vendor finances, partnering with departmental Chief Finance Officers. • Review, analyze and report vendor analytics and metrics for intentional and strategic health and welfare program initiatives align with company goals and benefits programs. • Design, administer and review communication strategy and execution, warranting measurable success. • Collaborate with internal business partners and project team members to develop, implement and deliver excellent health and welfare programs; develop recommendations for program changes related to industry standards and research of best practices.

Founder And Director

• Nov 2010 - Nov 2018

Filed documentation with the Secretary of State to be recognized as a 501(c)(3) nonprofit organization. Raised funding for any and all cancer or debilitating ailment research and treatment. Organize and orchestrate charity runs to further awareness of all cancers or severe ailments. Assisted Sigma Kappa Delta, Blinn in Bryan's National English Honors Society, in orchestrating Blinn's first 5K to raise funds for the Aggieland Humane Society. Allowed SKD to use Colors Charity's account to manage and maintain profits.

Senior Fitness Specialist (Wellness Programmming)

• Jun 2017 - Dec 2017

- Lead the development and implementation of fitness and / or recreation programs and events to include sports administration, special events management, recreation area management, marketing initiatives and data reporting. Evaluated the quality and performance of programs while identifying opportunities for improved offerings - Serves as a Fitness & Recreation spokesperson. Identifies venues to promote USAA's Health and Wellness key messages - Applied expert knowledge of policies, processes, industry practices, systems and / or equipment as it relates to fitness and recreation solutions - Lead the development of fitness, health and wellness and incentive programs to help recruit and retain members in wellness and recreational events across the facility, group and/or enterprise - Assisted members with individual goal setting, program design and education, providing fitness counseling and individual evaluations following American College of Sports Medicine (ACSM) guidelines - Developed targeted communication plans for members and corporate wide initiatives through digital, printed, and web-based communication vehicles - Promoted and maintained good public relations and customer service for USAA employees. Partners with Leadership in the ongoing development and improvement of USAA's fitness and recreation model - Coached, mentored and provide expertise to fitness and recreation staff to ensure overall member satisfaction and facility performance

Health and Wellness Coordinator

• Dec 2016 - Jun 2017

Health and Wellness Intern

• Sep 2016 - Dec 2016

This position is in the People (HR) Department.- Conduct research and handle special projects as assigned by Leadership to support the goals and objectives of Wellness initiatives.- Research literature and organizations to determine wellness programs that have been successful.- Compare Southwest Airlines’ Wellness programs to other wellness programs to determine elements which may be incorporated into Southwest Airlines’ Wellness approach. - Review previous communications and make recommendations on future communications regarding Wellness programs.- Assist in the development and distribution of promotional material, newsletters and maintenance of the wellness web page.- Assist with workshops, event planning, and organize materials for meetings, presentations or reports.- Promote and assist with logistics of currently planned programs and help to implement and track on-going programs to maximize participation.- Create and design wellness programs from development to evaluation.- Recruit individuals to participate in Wellness programs.- Conduct needs assessment or analysis on health data collected through research.- Communicate with Internal/External Customers via personal contact, telephone, and written correspondence

Wellness Coordinator

• Jun 2015 - Sep 2016

Assist Texas A&M Engineering Experiment Station - State Headquarters (TEES) Human Resources Department with the duties, responsibilities, organization and marketing the Engineering TAMU Wellness program, Engineer Your Wellness, for current and retired faculty and staff. Also, provide fitness suggestions, modifications, training routines, and knowledge on fitness implementation into faculty and staff work-life balance. As well as, assist the Human Resources group with projects relating to HR activities.

Human Resources Intern

• Jan 2015 - May 2015

Filing Management: - Paper to E-file management - Records retention - Auditing - Data Management Policy Research: - Policy Trends - Formation - Working with Stakeholders - Obtaining customer buy in Systems Integration and Implementation: - Leveraging technology - Using process mapping Summary: - Collaborated with Human Resources Personnel on a daily basis Reviewed and digitized relevant payroll documentation - Assisted in implementing new Human Resources electronic filing system - Researched and completed projects regarding diverse and challenging Human Resources issues

Group Fitness Instructor

• Jun 2012 - Aug 2013

Collaborated with supervising group fitness instructors to effectively facilitate cross training. Demonstrated advanced exercises for new and current club patrons. Created excel spreadsheets to denote membership as well as accounts receivable. Collaborated with supervising group fitness instructors to effectively facilitate cross training. Demonstrated advanced exercises for new and current club patrons. Created excel spreadsheets to denote membership as well as accounts receivable.

Group Fitness Instructor

• Nov 2012 - May 2013

Taught members how to effectively exercise to their own ability and skill level. Demonstrates advanced exercises for new and current club patrons. Taught members how to effectively exercise to their own ability and skill level. Demonstrates advanced exercises for new and current club patrons.

Front Desk Receptionist

• Feb 2011 - Aug 2011

Directed in depth tours of entire facility for prospective new members. Prepared records to indicate all patron financial balances. Manages front desk check in and phone correspondence for entire club. Directed in depth tours of entire facility for prospective new members. Prepared records to indicate all patron financial balances. Manages front desk check in and phone correspondence for entire club.