Omar Ruiz

Experience

• 

  Towers Perrin

  Aug 2002 - Aug 2004

  Senior Defined Benefits Specialist
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  Buck Consultants

  Jan 2005 - Jun 2015

  Manager

  Managed the transition of work to the Offshore Administration group for over 40 clients, servicing five different practices. Managed and oversaw daily client work, built and maintained client relationships, ensured standard processes were followed and Service Level Agreements were met. Implementation Lead for the transition of new clients and led several efficiency/process improvement projects leading to greater efficiencies, higher accuracy and lower costs.

• 

  Milliman

  Jun 2015 - Mar 2019

  Project Manager

  Project Manager for new defined benefit projects in the region including new implementations, lump sum windows, process/system efficiencies and enhancements. Managed client relationships, led internal team in setup of proprietary system, oversight of testing and business requirements, and creation of participant-facing communication. Discovered and led a project to enhance automation in an internal process; outcome was an increase in automation and reduction in cost by over 75% while greatly reducing risk and complexity. Developed a process to utilize proprietary system for special projects to minimize risk by staying within standard operating procedures while also increasing efficiencies, profitability and client satisfaction. Show less

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  Buck

  Mar 2019 - Jun 2021

  Managed six Project Managers as the U.S. Project Management Office (PMO) Leader and managed 20 employees (5 direct reports and 14 indirect reports) as the Client Service Leader. Oversaw more than 20 concurrent defined benefit SaaS implementations tracking overall status against plan and presented to the executive leadership team. Managed client relationships during implementation and through ongoing support including client escalations and issue resolution. Determined areas for automation and efficiencies along with distribution of system knowledge to administrative teams. Show less Played key role in setting up of core business functions for new business startup in the U.S. Outsourcing practice, including standard process for onboarding new employees, creation of billing codes, LAN folder structure, development and standardization of implementation processes, documents and re-engineering of software solution. Drove shift to a newly defined, defined benefit administrative system reducing learning curve for system programmers, expanded resource pool able to program the system, and reduced complexity and timing to implement the system. Project Manager for new implementations, managed client relationship during projects, led internal team in setup of proprietary system, oversight of testing and business requirements, transition of payments to new trustee, and creation of participant-facing communication. Show less

  • Director, U.S. PMO/Client Service Leader

    Mar 2020 - Jun 2021

  • Senior Project Manager

    Mar 2019 - Mar 2020