Amelia D. Rodriguez

About Amelia D. Rodriguez

Health Benefits Administration is my passion! My priority is to ensure that my clients and their employees\' needs are successfully achieved. Advocating for the greater good really makes my day. I am fortunate to work with a rock-solid group of individuals who share the same common goal of placing priorities for the betterment of our clients and their employees. Connect with me to learn more about how, we knock it out of the park, each and every day for our clients!

Experience

1. Benefits Account Manager

   Lumity, An Alera Group Co

   Apr 2021 — Present

   Serve as the client\'s valued advisor, building a strategic and personal relationship with key client decision-makers-Develop a strong understanding of and document the clients\' business and strategic benefits priorities-Request carrier claims experience reports and ensure that they are kept up to date in the claims repository system-Coordinate quarterly claims review with the clients-Coordinate and direct assigned client activities with internal and external stakeholders-Coordinate with the Producer on RFP initiatives and obtain required data for appropriate RFP processing-Assist the producer with achieving new business and retention goals-Create client presentations and deliver recommendations to clients as needed-Accompany the producer when delivering presentations to the clients-Identify and propose additional services to existing clients-Coordinate the implementation process of new business, including carrier setup, group meetings, enrollment, submission, and delivery of administrative materials-Ensure clients are up-to-date on compliance requirements (e.g, ERISA, HIPAA, COBRA, FMLA, SPDs, Form 5500s) through meetings, webinars, legislative updates, and other resources-Ensure all Lumity Compliance requirements are met-Liaison between client, carrier, and internal teams on escalated service issues until resolution is achieved-Document client activities, such as weekly Touch Base meetings, strategic discussions, and renewal presentations-Advocacy- Assist with escalated member claims and provider issues.

Education

• Kaplan Business School Pty Limited

  Life, Health and Accident License

• HR Direct

  COBRA Certification

• The University of Texas at Austin

  Leading Change , Texas Executive Education Program

• Austin Community College

  Office Management

  1989 — 1990

• The University of Texas at Austin

  Negotiation & Influence , Texas Executive Education Program

Skills

• Account Management
• Organizational Development
• 401k
• Administration
• Performance Management
• Data Analysis
• Medicare
• Policy
• Microsoft Excel
• Powerpoint
• Employee Relations
• Strategic Planning
• Medicare Part D
• Invoicing
• Coaching
• Hipaa
• Flexible Spending Accounts
• Benefits Administration
• Microsoft Word
• Accounts Payable
• Team Leadership
• Employee Engagement
• Accounts Receivable
• Disability Insurance
• Management
• Team Building
• Process Improvement
• Account Reconciliation
• Life Insurance
• Hmo
• Employee Benefits
• Business Process Improvement
• Training
• Health Care Reform
• Healthcare
• Insurance
• Fmla
• Term Life Insurance
• Outlook
• Cobra