Bryant Westerholm Email & Phone Number

Pasito drives participation in all benefits programs (HSA plans, supplemental medical, voluntary insurance, and retirement accounts) with intelligent decision support, segmented communications, and personalized support.The disjointed benefits market is hard for most to understand. We leverage advanced algorithms and data to simplify and personalize the experience for each individual, helping each member of the team to take advantage of their benefits package year-round.● Cultivate and maintain meaningful partnerships with our clients and partners tounderstand their objectives and tailor our solutions to meet these goals.● Configure and customize Pasito's platform according to client specifications.● Conduct training sessions for clients, ensuring they use our system proficiently.● Troubleshoot and resolve any issues that arise during the implementation phase.● Work closely with the product and engineering teams to feedback client insightsand contribute to product development.● Manage multiple implementation projects simultaneously, ensuring timely andsuccessful completion.● Write processes and product requirements to ensure implementation is efficientand scalable● Work closely with engineering team to deliver on integrations● Respond to individual client and employee questions, as required● Author videos, blog posts, FAQs, presentations, scripts, and more to educateeach stakeholder about Pasito and employee benefits

• Effectively communicate via phone or email with internal and external stakeholders about project timeline data, configuration concerns, or any outstanding items that were delaying the implementation process• Configure on time and accurate implementations of client benefit administration solutions according to industry best practices including reviewing and interpreting benefit plans, managing expectations, and coordinating with partners internal and external to deliver custom software solutions for clients• In depth review and analysis of clients’ current benefit plans, technological configuration of the plans on the Namely Platform• Provide clients with a five-stage demonstration/training model on using the benefit system across multiple calls and meetings• It is my responsibility to ensure the benefit plans are set up correctly according to their contracts• Develop and coordinate trainings to help individuals learn processed and job tasks

• Provide advanced support for client cases with strong documentation, reporting, and customer service skills.• Engage clients with proactive strategies to understand needs and develop successful solutions long-term• Work in tandem with clients to cultivate and implement strategic processes, offering vital tools to promote success.• Be a knowledgeable resource on the ACA process to answer any questions clients may have• Strong problem-solving and attention to detail skills needed to troubleshoot and resolve errors within the ACA Wizard

• In depth review and analysis of clients’ current benefit plans, technological configuration of the plans on the Namely Platform• Client demonstrations/training on using the benefit model• Configure new client Benefits sites• Data entry and data import into the Namely system• Create, audit and manage excel spreadsheets while using advanced functions• Maintain routine communications and collaborations with Engineering, Payroll Operations, Client Success, Brokerage and Implementation team members with priorities, timeliness, and issues as they arise.

Charleston, South Carolina Area

• Responsible for daily ingestion of job postings for over 250 clients on a nationallevel• XML translation used for hundreds of thousands of records along with JSwithin an ETL• Work Salesforce tickets for short-term launches and troubleshooting• Develop and maintain documentation related to data integration - technicalspecifications, quality assurance, and general requirements

Charleston, South Carolina Area

• New client Point-of-Contact• Provide configuration, consultation, best practice recommendations, andtraining to various user groups regarding system usage, complianceadherence, and operational adoption according to business requirements• Create and update content for the application Knowledge Base (help center)• Design implementation rollout plan and coordinate needed internal resourcesto deliver projects within defined SLAs• Prepare and present executive level project briefings• Maintain accountability for overall quality of projects, and quickly address andmitigate escalations

Mt. Pleasant, South Carolina

Technical/Help Desk Support:• Provide thorough support and problem resolution to customers• Troubleshoot a wide variety of devices and operating systems while managing multiple customer interactions• Manage escalated case queue and support inbox by priority• Create and edit help pages for software and web products• Update and maintain internal company Wiki page with new information and processes• Route incoming calls throughout the building• Problem-solving and researchSoftware and Web Development:• Thoroughly test new products and releases• Document and write up bug reports

North Charleston, South Carolina

• While conducting a formal job search for a career position, I have been working part-time for an associate, as well as a close friend. Gaining hands-on experience in interior maintenance, home repairs, and landscaping.

Charleston, South Carolina Area

Initially hired in a temporary, entry-level administrative position taking calls for client’s employees and assisting them in using the software and the insurance enrollment process. Promoted to Analyst shortly after being hired—advanced to the Senior Member of the Analyst Team and routinely took on the newer and larger clients including handling of the ticketing system and working with clients’ HR staff. Regularly received projects, primarily data management or carrier updates. Other major responsibilities:Technical/Help Desk Support:• Provide clients with continuous support related to cloud-based benefits enrollment software. Reported and researched software “bugs” as they arose. • Identify problems and trends within large populations. Following assignment of a new client that was “going live” soon, identified potential problems within the software configuration. Reported discrepancies to Manager and the Configuration Team—successful in isolating the problem, resolving the issue, and meeting clients’ timeframe to “go live.”Relationship Management: • Manage client relationships with HR Administrators supporting up to 30,000 employees. Excelled in relationship management and resolved escalated issues raised by the customer support team.• Develop and maintained a continuous relationship with insurance carriers, clients, and internal resources. Educated employees of multiple firms related to specific benefit options.

Charleston, South Carolina Area

• Support and manage client accounts within fast-paced Call Center environment• Handle 65 – 75 calls daily• Demonstrate proficiency using ACSS system• Troubleshoot service and equipment and resolve billing concerns while providing an overall positive experience

Charleston, South Carolina Area

• Work with retail team members to ensure customer satisfaction in a fast-paced environment• Manage shipping/receiving inventory, price merchandise, and stock shelves• Manage and reconcile individual daily sales beween cash and Point of Sale computer system• Train new employees on general responsibilities and security/safety procedures.

Charleston, South Carolina Area

• Operate warehouse machinery, pallet-jack, and forklift in a fast-paced environment• Build custom pallet orders for clients• Manage shipping inventory

Charleston, South Carolina Area

• Operate bulk mailing machinery• Deliver processed mail to Post Office Bulk Mailing Unit• Make local deliveries and pick-ups• Maintain customer relationships

8888 University Blvd., North Charleston, Sc 29406

• Operate cash register and count-down funds• Manage park inventory• Provide for the safety of guests• Manage park rescue equipment