Benefits Administration Professionals to Know 2025

As leaders in Human Resources, our affect on the culture is determined by the customer service experience we construct. So let us create, let us encourage a change in perspectives; time and time again, until our support teams, peers, and superiors are thrilled to work not only for us, but with us.With a solid background in Human Resources, my role is to lead with innovation and cost-centric solutions that elevate both employee culture and operational efficiency. This has included restructuring and cost-saving initiatives that benefit every stakeholder, making Total Safety not just a workplace, but a community where everyone is empowered to contribute to our shared success.

Sammy Bohannon is the founder of Bohannon Virtual Solutions, a fractional, virtual support team providing online business management and virtual assistance to small businesses with teams less than 10. Collectively, Sammy and her team take over routine administrative tasks and manage your daily operations, including your team, to help you grow your business on your terms without having to make sacrifices. Sammy is a former EL teacher who left education during lockdown and started her own tutoring business. After a few years of struggling to find clients, Sammy realized her biggest problem was she was so burnt out from teaching that she didn’t really want to do it anymore. The skills she’d learned from building that business all on her own became the skills that guided her into virtual assistance and later online business management. Sammy personally vets her VA team and they work in her business before ever working with clients. Her VA team is from all over the world and has complementary skillsets to provide clients with the type of service, quality, and expertise Bohannon Virtual Solutions is known for.

Tara Bailey, MPA, CMC, BCPA, CDP, CSA®, SHSS Founder & CEO | Brevard Healthcare Navigation Tara Bailey is a nationally credentialed care manager and patient advocate with nearly two decades of experience in healthcare support services. She holds a Master’s in Public Administration (MPA) and is certified as a Care Manager (CMC), Board Certified Patient Advocate (BCPA), Certified Dementia Practitioner (CDP), Certified Senior Advisor (CSA®), and Certified Senior Home Safety Specialist (SHSS). As the Founder and CEO of Brevard Healthcare Navigation, Tara leads a trusted team dedicated to helping seniors, disabled adults, veterans, and families navigate complex medical systems with clarity and confidence. Her work is rooted in personal experience, deep empathy, and a belief that every individual deserves coordinated, dignified support—whether facing a health crisis or planning ahead. In addition to her direct work with clients, Tara has served on multiple local, state, and national board of directors, advocating for improved care access and quality across the lifespan. She is known for her calm presence, strong leadership, and unwavering commitment to empowering others through advocacy, education, and compassionate guidance.

Health Rosetta Associate Advisor | Talent Champions Council Founding Member | National Association of Health Underwriters | HIA | SHRM Louis Bernardi, has over 28 years of employee benefit experience; both as a wholesale and retail advisor. Lou is proud to be among the first 150 advisors accepted into Health Rosetta; an eco-system of forward-thinking advisors and solution partners that share his passion for helping people and businesses customize health plans that enhance benefits, improve outcomes and reduce costs. Lou is the innovator behind BritePath benefit strategies that flattens the curve on health insurance costs

I am a 1st generation dual citizen Colombian who moved to the states in 2002. I am passionate about coaching, personal development, and driving change. I help organizations with 50+ employees in Arizona build a robust benefits strategy that tells THEIR story and helps maximize the ROI of caring about their people. With my previous experience as an HCM Consultant I have Extensive knowledge managing and helping organizations save $$, while improving functionality and offering cost savings in all areas of Human Resources including; Benefits, 401k, Workers Compensation, Employee Relations, Team Development, Workforce Management, Employee Retention, Training and Organization Development, Recruiting, and the Human capital side of mergers and acquisitions. This skill set has allowed me to ask the right questions and pinpoint my clients pain points like a true client advocate. As a part of the local SHRM-Greater Tucson and a Co-Director of the Community Outreach committee, I am responsible for assisting the committee chair and marketing committee chair in expanding the local Tucson HR community by building and maintaining relationships with other organizations and professionals. This includes working with other HR chapters, local networking groups, and industry associations to promote the chapter and its mission of enhancing the Southern Arizona HR community as a whole. In my free time I like to stay VERY active, spend time with my family, hang out with my 2 new kittens (cat dad), and expand my extensive Pun knowledge! "Why did the scarecrow get the HR job? Because.... it was Out-Standing in its field

Director of Operations at Loving Homecare Inc., and a Certified Dementia Practitioner (CDP) based in Whittier, California. My passion lies in helping older adults live with dignity and comfort through high-quality, relationship-centered care. With over a decade of experience in operations, team leadership, and elder care strategy, I focus on equipping families with the tools and education they need to make confident decisions in complex caregiving situations. My background also includes time in corporate leadership and consulting, but I’ve found the most purpose in working closely with families navigating aging, memory loss, and end-of-life care. At Loving Homecare, I lead a team committed to providing personalized in-home support for seniors, from companion care and post-surgical recovery to dementia care and respite services. I believe in care that goes beyond task checklists, rooted in compassion, consistency, and meaningful human connection. Whether I’m advising on care plans, mentoring caregivers, or advocating for seniors’ well-being, my mission is to ensure every older adult we serve feels seen, valued, and supported.

Seasoned Human Resources and Senior Benefits and Compensation Professional with a passion for escalating the trajectory of the business for sustainable success and leading people to realize their potential. A strong focus in benefits management and plan design.

Experience in HR, Internal Recruitment, Administration, Customer Service, Management and Exhibitions & Events. Finalist at HR Magazine 2021 Awards 'HR Future Leader of the Year'Seeking a new opportunity after recent redundancy during maternity leave.

As a Wellness Coordinator at Duval County Public Schools, I design, plan, promote, and oversee wellness programs for 11,000 employees, using strategic planning and data analysis to identify opportunities for innovation and improvement. I have over 4.5 years of experience in this role, and I hold a Master of Public Health degree from the University of North Florida.My core competencies include health education, communication, interpersonal skills, and leadership. I develop and implement communication plans that support wellness initiatives, and I conduct trainings for employees and interns. I am a self-starter, a life-long learner, and a passionate advocate for wellness and prevention. My goal is to create a culture of health and well-being among the staff and students of Duval County Public Schools.

Experienced Executive Assistant supporting leadership at Edison Risk, a life and annuity-focused IMO, and The Policy Shop, a health insurance brokerage. Skilled in managing executive calendars, communications, licensing, and agent support across fast-paced, client-focused environments. Known for staying organized, ensuring smooth operations, and handling sensitive information with professionalism and care.

I thrive through my leadership in crafting innovative strategies that have bolstered business growth while focusing on stakeholder relationships. Currently pursuing an MBA with prior experience in payroll processing, project management, and consulting. I am committed to integrating cutting-edge strategy techniques using data-driven insights.At Liberty Mutual, I excelled in ensuring accurate compensation for employees on leave, demonstrating keen analytical skills while going through a workforce transition. This enriching experience, combined with my educational pursuits at NYU, has honed my competencies in strategic operations, advanced problem solving, and digital transformation, setting a solid foundation for a future in business operations strategy.

The Employees' Provident Fund Organisation (EPFO) is a statutory body under the Ministry of Labour and Employment, Government of India, and is one of the largest social security organizations globally.

I'm the CEO and co-founder of incentX, a sales performance management company. I believe that great software, powered by great people, builds great companies. Guided by this philosophy, I help businesses transform sales performance into measurable, predictable revenue, while creating a culture of accountability and reward.

Experienced, credentialed owner with a demonstrated history of working in the Home Care industry caring for older adults and those with disabilities, so they can remain independent in their homes. Credentials include: Certified Senior Advisor, Registered Respiratory Therapist and Certified Dementia Practitioner. Skilled in compassion, professionalism, caregiving, elder care, education and senior service resources, 20+ years in healthcare.

Results-driven executive with extensive experience improving organisation’s market position and maximising business growth by creating and applying business strategies. Proven success in leading corporate initiatives, identifying new business opportunities, and developing strategic alliances to obtain desired outcomes. Instrumental in building, managing, and mentoring multi-disciplinary teams by implementing pro-active leadership approaches to deliver transformational change and improve customer experience. Areas of Expertise: * Sales & Marketing Management * Global Business Development * Relationship Establishment * B2B & B2C Marketing * Complex PMO Process * Digital/Business Transformation * Risk Assessment & Mitigation * Brand Marketing/Positioning * Team Building & Leadership * Corporate Communication

* Seasoned IT professional with prime focus on Business Analysis, Project Management through water fall and agile methodologies. * Managed multiple tracks having team size up to 40 and projects with budget up to 3 Million. * Excellent Business Analysis skills with prime focus on Healthcare and Retail e-Commerce. * Closely involved in translating business needs to technical needs arising out of the project. * Conversant in UML diagrams, preparing Business and Technical requirements and use cases, workflow documentation. * Implemented process improvement for Define, Discovery and Requirement phases of the projects aligning Business and IT needs and thereby reduce pain points. * Expert in Healthcare IT practices – Medicare, HEDIS & Star Rating,Pharmacy Benefit Management, Provider Network , Appeals & Grievances, Health care Finance * 18 Years of increasingly responsible experience starting as a Mainframe Developer, Project Lead, Release Manager, Scrum Master, Business Analyst, Project Manager. * PMP certified from 2009 onwards. * CSM (Certified Scrum Master) in 2012 with experience in Scaled Agile Framework. * Certified in Business Systems Analysis.

Experienced Wellness Coordinator with a demonstrated history of working in the education management industry. Skilled in Nonprofit Organizations, Coaching, Instructional Design, Curriculum Development, and Public Speaking. Strong healthcare services professional with a Master's degree focused in Educational Leadership and Administration, from Florida Atlantic University. Additionally, graduated in May of 2022 with a Specialist Degree from Liberty University (with distinction) also in Educational Leadership.

Business consultant working with C-Suite executives in the Mid-Market and Enterprise space, helping them understand profit leaks within their organization that impact turnover, employee engagement, productivity, and profitability.

James Brouillet is a Business Process Architect and digital-transformation leader who builds practical systems that scale. In financial services, he has managed complex software integrations and core/ancillary conversions, ensuring resilient cutovers, clean data migration, and tight vendor coordination. He designs and operates online banking ecosystems end-to-end—aligning digital channels with core, card, payments, fraud/AML, and CRM systems—while hardening governance, SLAs, and user experience. At A Federal Credit Union, James has played a central role in standing up a BPM program grounded in APQC and the 7 Tenets—mapping cross-functional work in BPMN 2.0 and automating with Nintex Process Manager, Power Automate, SharePoint, and Microsoft 365. Earlier, he led Application Support (vendor vetting, risk, testing, change, audit) and drove meaningful cost savings via licensing rationalization and utilization improvements. Beyond the CU, he incubates small businesses—bridging strategy, tooling, and process to achieve measurable growth. His north star: anticipate needs, exceed expectations, and make excellence a habit. Areas of Expertise Integrations & Conversions: Core/ancillary conversions, API & SSO, data migration, UAT/cutover planning Digital Channels: Online/mobile banking ops, payments, fraud/AML, CRM, compliance alignment Telephony & Automation: Contact center design, IVR trees, voice/chatbots, call-flow analytics, deflection Access Governance: Least-privileged administration, RBAC/SoD, audit readiness across 50+ apps BPM & Automation: BPMN 2.0, process lifecycle, Nintex Process Manager, Power Automate, SharePoint Change & Excellence: APQC, 7 Tenets, Prosci, Baldrige (ADLI/LeTCi), Lean/Six Sigma (DMAIC), A3, 5 Whys, BABOK SMB Incubation: Go-to-market, e-commerce ops, vendor management, cost optimization Representative Results Led multi-system integrations & conversions, delivering clean data migration, stable cutovers, and on-time launches. Online banking program leadership: improved reliability/UX while aligning with core, payments, fraud/AML, and CRM. Telephony & IVR redesign: implemented skills routing and bot deflection to lift CSAT and reduce handle time. Least-privileged access at scale: engineered RBAC for 50+ banking apps; strengthened controls and audit posture. Drove significant licensing savings via vendor negotiation and utilization improvements.

SENIOR BUSINESS DEVELOPMENT EXECUTIVE with multi-line insurance experience and P&Ls up to $670 million. Unique global career that spans P&C /Major Medical/ Life/Long-Term Care/Annuities for both commercial and personal lines (Europe, North America, AsiaPac, Latin America). Proven track record of driving significant top and bottom line growth despite adverse market conditions. Strong General Management expertise. Designed/implemented domestic and international marketing strategies that overcame internal company resistance and unified teams around a shared vision. * Distribution Management (Agencies, Brokers, D2C, Web) * National & Key Accounts * Customer Segmentation * Cross-Selling/Lead Generation/CRM Strategy * New Product/Service Development * Global Business Planning * Insurtech/Digital Brokerage