Idalia Rodriguez
San Diego
Summary
Experienced professional in Human Resources and Employee Benefit Management, adept at streamlining administrative processes for enhanced efficiency. Skilled in training and development, with a focus on clear communication to support employee engagement and satisfaction. Dedicated to fostering growth and operational excellence within organizations.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Senior Benefits Analyst
Marsh & McLennan Agency
San Diego
08.2023 - Current
- Designed and implemented benefit programs in collaboration with cross-functional teams.
- Conducted market research to benchmark benefits against industry standards.
- Facilitated annual open enrollment, supporting HR team members throughout the process.
- Created educational materials such as newsletters and brochures to inform employees about benefits.
- Implemented wellness initiatives to improve employee health and reduce healthcare costs.
- Coordinated online resources for HR teams to enhance employee access to wellness information.
- Conducted benefits orientation for new hires, ensuring comprehension of available offerings.
- Collaborated in in-person sessions detailing benefit options and enrollment procedures for employees.
Training Specialist
Cabrillo Credit Union
San Diego
10.2021 - 08.2023
- Developed and implemented comprehensive training programs for credit union staff.
- Facilitated workshops on customer service and compliance regulations to enhance employee knowledge.
- Evaluated training needs through surveys and assessments for targeted program improvements.
- Collaborated with management to design effective training materials and resources.
- Coordinated onboarding sessions for new employees across various departments.
- Monitored training effectiveness using feedback and performance reviews for continuous enhancement.
- Conducted train-the-trainer sessions to ensure trainers delivered courses effectively.
- Maintained accurate records of training attendance and evaluations in the Learning Management System.
HR & Training Specialist
Cabrillo Credit Union
San Diego
07.2019 - 10.2021
- Administered human resource programs, including compensation, benefits, leaves of absence, and performance management.
- Collaborated with departmental managers to identify skills and competencies for new hires.
- Recruited and interviewed qualified candidates for open positions.
- Executed onboarding and offboarding processes efficiently.
- Conducted background checks and verified employee eligibility for compliance.
- Processed bi-weekly payroll using Coastal (iSolved) software.
- Managed 401k benefits through CUNA Mutual Benefits platform.
- Handled employment inquiries and referred complex matters to appropriate staff.
Project Coordinator
PXiSE Energy Solutions
San Diego
01.2017 - 01.2019
- Company Overview: Project Coordinator for PXiSE Energy Solutions, a Sempra sub-company.
- Maintenance of PXiSE team SharePoint site, including troubleshooting, organization and training.
- Administrator for Team’s Microsoft Office licensing & management portal.
- Process improvement for PXiSE related projects, vendors and procedures.
- Maintained control of Office365 tenant and Dynamics 365 maintenance.
- Prepared and collaborated on project proposals, client communications and finalizing of various project related tasks.
- Equipment procurement for local and international projects, working with vendors and shipping companies to ensure completion of projects.
- Accounts Payable processing for vendors and company billing, working with Sempra’s Accounting department.
- Project Coordinator for PXiSE Energy Solutions, a Sempra sub-company.
Executive Assistant
Cabrillo Credit Union
San Diego
01.2013 - 01.2017
- Coordinated meetings, travel arrangements, and events for Executive Team and Board of Directors.
- Assisted Executive Team with branch operations, human resources, and compliance tasks.
- Prepared weekly, monthly, and annual reports for Executive Team, staff, vendors, and auditors.
- Tracked credit union policy updates to ensure compliance with NCUA and CPA regulations.
- Collaborated with Auditor to conduct risk mitigation procedures and corporate credit card audits.
- Performed branch audits and training sessions in conjunction with company Auditor.
- Managed vendor contracts, payments, and renewals to maintain compliance.
- Negotiated contracts and completed compliance documentation for all vendors.
Education
Some College (No Degree) - Liberal Arts
San Diego State University
San Diego, CASome College (No Degree) - Liberal Arts
California State University, Los Angeles
Los Angeles, CASkills
- Microsoft Office Suite
- Dynamics 365
- SharePoint
- HRIS systems: EASE, Coastal Payroll, Employee Navigator
- Presentation recording with Brainshark
- Training portals: BAI Learning Manager, Ninjio
- Adobe Acrobat
- DocuSign
- Venminder
- MeridianLink LoansPQ
- BASIC Online
- CUNA Benefits for You
- Jack Henry COPE
- KnowledgeOwl
- NMLS compliance
Accomplishments
- Employee of the Year - 2020
Certification
- CA Insurance License: #4332635
Languages
Spanish
Native/ Bilingual
References
References available upon request.
Timeline
Senior Benefits Analyst
Marsh & McLennan Agency
08.2023 - Current
Training Specialist
Cabrillo Credit Union
10.2021 - 08.2023
HR & Training Specialist
Cabrillo Credit Union
07.2019 - 10.2021
Project Coordinator
PXiSE Energy Solutions
01.2017 - 01.2019
Executive Assistant
Cabrillo Credit Union
01.2013 - 01.2017
Some College (No Degree) - Liberal Arts
San Diego State University
Some College (No Degree) - Liberal Arts
California State University, Los Angeles
Similar Profiles
MELIA STOUTMELIA STOUT
Commercial Insurance Advisor at Marsh McLennan AgencyCommercial Insurance Advisor at Marsh McLennan Agency
RHETT ALLENRHETT ALLEN
Manager, Project Management at Marsh McLennan AgencyManager, Project Management at Marsh McLennan Agency
Crystal MccarthyCrystal Mccarthy
Client Executive at Marsh McLennan AgencyClient Executive at Marsh McLennan Agency
Isaac McCannIsaac McCann
Marketing Specialist at Marsh McLennan AgencyMarketing Specialist at Marsh McLennan Agency
Ian PiferIan Pifer
Student Volunteer at TRIO Upward BoundStudent Volunteer at TRIO Upward Bound