Roger Carvalho Email & Phone Number

Pompano Beach, Fl, Us

Fort Lauderdale - Miami, Us

Global, Us

Dedicated Employee Benefits Account Manager with a strong track record of providing strategic guidance and exceptional service to clients in optimizing their employee benefits programs. Skilled in building and maintaining client relationships, analyzing benefit needs, and implementing effective solutions. Proficient in navigating complex benefit landscapes and ensuring compliance with regulations. •Act as the primary liaison between clients and the company, managing all aspects of their employee benefits programs.•Conduct comprehensive reviews of clients' current benefit offerings and provide strategic recommendations for enhancements or modifications.•Collaborate with internal teams such as sales, underwriting, and customer service to develop customized benefit solutions that meet clients' objectives.•Proactively identify opportunities for cost savings and efficiencies within clients' benefit plans.•Serve as a subject matter expert on industry trends, regulatory changes, and compliance requirements, providing guidance and support to clients.•Lead open enrollment meetings and employee education sessions to ensure understanding and utilization of benefits.

White Plains, New York, Us

* Gather client census data, current and renewal plan design and rate information, historical claims experience data, and any additionally related materials required to prepare RFP for client renewals and prospective groups.* Use Microsoft Excel to scrub and format census data for marketing.* Prepare client spreadsheets and proposals such as benefits & rates comparisons.* Analyze market proposals received to verify benefits, premium rates and competitiveness.* Finalize and maintain client and carrier spreadsheets in accordance with internal requirements and client requests.* Prepare and coordinate materials for the enrollment process.* Compare carrier proposals to benefit summaries to ensure accuracy.Maintain Agency Management System and the ImageRight System.* Assist Account Executives with preparing client presentations.* Mentored a team of benefits service analysts at MMA FL.* Elected member of the Colleague center of excellence board as Benefits Service Analyst representative.

Bachelor Of Business Administration - Bba, Business

Associate Of Arts - Aa, Business Administration And Management, General

Education record