David Giglio
Mesa
Summary
Experienced professional with expertise in employee satisfaction, managing client accounts, employee benefits, and enrollment coordination. Proven success in developing customized benefits strategies, ensuring regulatory compliance, and enhancing employee satisfaction. Recognized as the primary point of contact for clients, with a strong track record of building and maintaining client relationships. Skilled in conducting client meetings, coordinating employee communications for enrollment, and participating in new client set-up/renewals. Proficient in leading benefits administration, overseeing vendor relationships, and making data-driven decisions to improve program effectiveness. Adept at conducting needs assessments, designing benefits packages, and implementing cost-effective solutions. Demonstrated ability to navigate complex benefits landscapes and deliver impactful results.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Benefits Account Manager
Paylocity
01.2021 - Current
- Consistently maintain client availability, expertly resolve issues, and efficiently manage workload, leading to increased client trust and operational efficiency
- Direct end-to-end Open Enrollment cycles, collecting Benefit Plan Requirements, election data, and Plan Rates, and facilitating EDI integrations for seamless enrollment processes
- Utilize resources to accurately resolve and document issues in adherence to benefit policies and provide seamless client support to enhance overall service quality
- Managed relationships for over 50 client accounts, overseeing book of business valued between $1 million and $3.5 million, resulting in enhanced client satisfaction and retention
- Supervised renewal processes with internal teams, vendors, and clients, conducting thorough post-implementation reviews of contracts, SPDs, and amendments, ensuring compliance and client satisfaction
Account Manager
OneSource Virtual
01.2019 - 01.2020
- Collaborated with Readiness Team to ensure seamless transitions for new business into assigned Pods, conducting introductory meetings, testing, data analysis, and project plan design, resulting in smooth operational integration
- Utilized Excel functions, including Pivot Tables, to collect and analyze data, identify and communicate trends internally/externally, enhancing data-driven decision-making processes
- Coordinated with team of four to investigate and improve business communication practices, developing framework to support company’s future globalization initiative and enhance global communication strategies
- Led project management for customer initiatives including Open Enrollment, Workday Platform Updates, and Client System Audits, acting as liaison between customers and service delivery team, ensuring timely and successful project completion
- Conducted coaching and mentoring sessions for a team of five Customer Service Representatives through weekly performance discussions and improvement strategies, leading to enhanced team productivity and service quality
Senior Account Manager
BOK Financial
01.2018 - 12.2018
- Supported Producer in funding arrangements, plan design strategies, and predictive modeling in compliance with state-specific health and welfare requirements, enhancing strategic plan implementation
- Evaluated renewal and market survey data, collaborating with Producer to deliver cost-effective, strategically designed health and welfare solutions, optimizing client benefit offerings
- Recognized as primary liaison between clients and insurance carriers, leveraging deep knowledge of insurance policies and procedures to deliver effective service and responsible advice, resulting in high client satisfaction
- Monitored and reported on financial performance of health and welfare plans, conducting claims analysis and risk management, and ensuring timely delivery of accurate reports, improving financial oversight
- Steered Open Enrollment process, created Employee Benefit Communication documents, oversaw CAT Testing, provided Ad Hoc Reports, and chaired Open Enrollment Finalization meetings with clients for smooth enrollment experience
Account Manager
MERCER
01.2017 - 01.2018
- Managed and supported client relationships, overseeing administration of benefit plans, resulting in improved client satisfaction and retention
- Ensured accuracy and compliance by maintaining all client-specific documentation, updating requirements, and obtaining client sign-off according to company standards and protocols, enhancing operational efficiency
- Uncovered enhancement opportunities with business partners based on client visibility and participant impact, reported and escalated compliance issues, and implemented process improvements to minimize future risks, ensuring regulatory adherence and operational excellence
- Led weekly discussions with product team to clarify product functionalities, rules, and identify potential modifications, fostering product improvements and team alignment
- Actively attended in remediation plan meetings with Client Engagement Leaders, providing feedback from client interactions to identify and mitigate areas of risk, enhancing client service quality and risk management
Consultant – Project Manager
Willis Towers Watson
01.2016 - 01.2017
- Liaised with Consultants to deliver exceptional Project Management, ensuring successful outcomes for assigned clients and exceeding performance expectations
- Collaborated with colleagues across practices and regions to address client business issues, forging cross-functional synergy and delivering comprehensive solutions
- Authored statements of work, project plans, and budgets, coordinating multiple workflow streams and client teams for clear project scope and efficient resource allocation
- Headed day-to-day project operations, guiding teams to meet established objectives, budgets, timelines, deliverables, and quality standards, ensuring project success
- Carried out detailed financial analysis by developing pricing and employee contribution strategies, modeling plan design alternatives, and calculating reserves using Excel formulas like VLOOKUP and XLOOKUP, optimizing financial outcomes
- Built trusted advisor relationships with clients through clear communication and high-quality project execution, enhancing client trust and loyalty
- Enhanced sales and marketing efforts by drafting compelling proposals and responding to RFPs, driving new business opportunities and revenue growth
Service Delivery Specialist
Mercer
01.2015 - 01.2016
- Oversaw client relationships, coordinating between clients, consultants, carriers, and the Benefits Center for seamless communication and service delivery
- Conducted audits and delivered monthly Carrier Billing Reports for accuracy and timely submission, enhancing financial transparency
- Directed IT configuration of client websites, coordinating changes with Technology Partners to ensure up-to-date and optimized web functionality
- Steered Open Enrollment services, designing Project Plans and conducting QA Testing for enrollment periods and client satisfaction
- Facilitated weekly client calls to address concerns, discuss open issues, and review status of fixes and enhancements for clear communication and issue resolution
- Managed ongoing updates to PRD, Web Standards, Plan Attributes, Group Profiles, and Life Event Matrix, ensuring compliance and alignment with client needs
- Coached and assisted junior analysts, ensuring high-quality service delivery and meeting client expectations through effective mentoring and support
Client Services Senior Analyst III
MERCER
01.2013 - 01.2015
- Tested and analyzed system configurations against requirements during software implementation and administration for accuracy and functionality, leading to successful deployments
- Governed daily administrative and case management issues, overseeing data processing activities to ensure smooth operations and timely issue resolution
- Contributed to design, testing, and implementation of Mercer Benefits Central company website, enhancing functionality and user experience
- Supported clients as subject matter expert and technical systems resource for benefit plans and employee populations, enhancing plan administration and user experience
- Defined project scope and objectives with clients, prepared detailed work plans, and documented project scope for client review, ensuring clear expectations and successful project execution
- Conducted research and case testing for the 8D Project, determining root cause analysis for Client Payroll issues, leading to effective problem resolution and process improvement
Education
Bachelor of Arts - Psychology
Rhode Island College
Masters of Science - Computer Science
University of Massachusetts
Skills
- Benefits Account Management
- New Hire Orientation
- Enrollment & Project Management
- Open Enrollment
- Strategic Planning & Execution
- Employee Benefit & Communication
- Benefit Policies & Procedures
- Quality Assurance
- Data Analysis
- Auditing & Plan Evaluation
- Process & System Optimization
- Customer & Employee Support
Certification
Lean Six Sigma Yellow Belt
Timeline
Benefits Account Manager
Paylocity
01.2021 - Current
Account Manager
OneSource Virtual
01.2019 - 01.2020
Senior Account Manager
BOK Financial
01.2018 - 12.2018
Account Manager
MERCER
01.2017 - 01.2018
Consultant – Project Manager
Willis Towers Watson
01.2016 - 01.2017
Service Delivery Specialist
Mercer
01.2015 - 01.2016
Client Services Senior Analyst III
MERCER
01.2013 - 01.2015
Bachelor of Arts - Psychology
Rhode Island College
Masters of Science - Computer Science
University of Massachusetts
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