Managed a $250K book of business with 50 employer groups, ranging from micro (5–15 lives) to small group (25–60 lives), consistently maintaining high client satisfaction and retention.
Led open enrollment and renewal processes, presented plan options to executives and HR teams, and helped clients reduce overall benefit costs through plan design strategies.
Provided compliance support, including ERISA Wrap documents, ACA reporting, and Cal-COBRA guidance, ensuring employers stayed aligned with federal and California regulations.
Utilized multiple benefits and HR platforms (Ease, Employee Navigator, BambooHR, Rippling, Gusto) to streamline onboarding, enrollment, and administration for clients.
Benefits Coordinator
NFP CA Insurances
Pleasant Hill
02.2021 - 11.2023
Managed the benefits enrollment process for new hires and terminated employees, including gathering required information from HR directors and completing all necessary paperwork.
Negotiated and coordinated contracts for new and existing plans.
Mastered state and Federal benefit laws Including FMLA, COBRA, and HIPPA administration.
Presented talks to human resources professionals and executives about available services and benefits of different plans.
Presented statistics and information in renewal process of employee benefits to analyze cost-effectiveness.
Put together detailed reports showing plan performance and alternative options.
Conduct open enrollment meetings & assist staff with general benefits-related questions
Managed a variety of clients groups from small to large, while keeping compliance with Federal and State Laws.
Maintained, analyzed, audited monthly benefit invoices to reduce cost and reach department budget goals. Saving the clients revenue by clearing up bill issues.
California Life & Health License # 4115444
Education
Bachelor of Science - Business Administration and Management
San Jose State University
San Jose, CA
12.2018
Skills
Benefits and payroll software
Excel
Verbal and written communication
Employee benefits practices
Negotiating and presenting
Organizational skills
Compliance reporting
Plan design strategies
Data analysis
Client relationship management
Employee onboarding
Timeline
Benefits Analyst
Nava Benefits
11.2023 - 03.2025
Benefits Coordinator
NFP CA Insurances
02.2021 - 11.2023
Bachelor of Science - Business Administration and Management