BENEFITS ADMINISTRATIONBenSelect
9,791benefit records
55fields
One saved snapshot.A changing population.
September 2026 handoff · Original illustration
Systems that bring datato life.
02 / SYSTEMS
Automating complex benefits billing — Miguel Rodriguez
Skip the story; explore the workSELECTED WORK / 001
BENEFITS BILLING AUTOMATION
BENEFITS BILLING AUTOMATION01 / 05The starting point
A month of data.
A week of work.
A BenSelect census for MetLife benefits. Thousands of elections. One complex self-bill.
Lockton · Automation team lead
Follow the workflow feed the billing workflowerror handling runs with the billturn flagged errors into clear answersbring the evidence together
A changing population.
Power QueryBill + context SELF-BILL
A changing population.
The moving population
The census changes monthly. This saved handoff contains 9,791 benefit records and 55 fields.
Platforms I have worked with
Broader platform experience. This case begins in Selerix BenSelect, with MetLife as the benefits vendor.
One analyst.
Multiple bills.ILLUSTRATED PARALLEL RUNS
Multiple bills.ILLUSTRATED PARALLEL RUNS
Workflow 01
Outputs ready
Workflow 02
Outputs ready
Workflow 03
Outputs ready
Running in the backgroundFree to keep working.
Manually launched workflows · Illustrated execution
The tools behind it
Power QueryPower Query often froze on these complex bills. Alteryx let us run billing workflows in the background and work on multiple bills at once.
Seven benefit paths
Coverage, rates, age bands, payroll limits—different rules feeding one summary.
AUTOMATION LOGICValidate + classify
Valid recordsContinue to bill
Errors tab
Missing location code01
Missing job title02
Missing wages03
Duplicate employee04
Client corrects at source
Illustrated exception types · No employee records
Who fixes the source?
Automation detectsClient corrects
Our platform access was limited. I surfaced affected employees and plain-language error labels; the client owned source corrections.
Why the bill can be lower
The total has a reason.
Missing details can prevent correct billing. An Errors tab explains the gap instead of leaving the client guessing. Unresolved items stay visible for review.
THE QUESTION
Why is the bill lower?
Bill + contextMissing location codeClear evidence. A shared next step.
THE CONVERSATION CHANGES
Find clarity.
Solve together.
Time returnedExpertise provenClient trust
Illustrated conversation · Reported experience
The change clients felt
From questioned totals
to trusted expertise.
I became the account’s billing subject matter expert. Clear errors strengthened confidence in Lockton and supported client retention.
Reported outcome. No retention percentage or audited savings claim.
Across the practice
I led automation across complex self-bills and simpler list bills for multiple clients and providers. A week of manual work became a fraction of the effort.
Reported experience; no audited savings total or precise post-automation duration is presented.
Explore more of my workTWO OUTPUTS. ONE EXPLANATION.
SELF-BILLLife & disability
Aura
Critical illness
Accident
Hospital
NY disability
NY paid leave
Saved total$205,204.37
Vendor format preserved
Errors
Missing location code01
Missing job title02
Missing wages03
Duplicate employee04
OWNERClientCorrect source details
Bill+Context
Saved benchmark · Not a newly approved bill
Saved benchmark evidence
September 2026 · Saved values$205,204.377 category totals reconcile at source precision.
This is not a fresh query run or native Excel acceptance. The handoff’s LTD mapping review remains open.
The manual fallback
HelperExisting cellsVendor summary
The separate contingency preserves vendor formulas and formatting. Desktop Excel acceptance is still pending.
05 / DELIVER · THE WORK COMES TOGETHERDelivered.
Delivered.
With context.
The bill tells the total.
The exceptions tell the rest of the story.
Real project · Original workflow illustrations
SELECTED WORK / 001Data in motion.
Data in motion.
Work transformed.
A real billing automation story.
SCROLL TO FOLLOW THE WORKFLOW ↓01 / 05 · The starting point
A month of data. A week of work.
A BenSelect census for MetLife benefits. Thousands of elections. One complex self-bill.
Lockton · Automation team lead
BENEFITS ADMINISTRATIONBenSelect
9,791benefit records
55fields
One saved snapshot.A changing population.
September 2026 handoff · Original illustration
The moving population
The census changes monthly. This saved handoff contains 9,791 benefit records and 55 fields.
Platforms I have worked with
Broader platform experience. This case begins in Selerix BenSelect, with MetLife as the benefits vendor.
feed the billing workflow
02 / 05 · The work accelerates
Launch the work. Keep moving.
Billing and error handling run together. Multiple workflows move in the background.
Alteryx · Parallel billing
One analyst.
Multiple bills.ILLUSTRATED PARALLEL RUNS
Multiple bills.ILLUSTRATED PARALLEL RUNS
Workflow 01
Outputs ready
Workflow 02
Outputs ready
Workflow 03
Outputs ready
Running in the backgroundFree to keep working.
Manually launched workflows · Illustrated execution
The tools behind it
Power QueryPower Query often froze on these complex bills. Alteryx let us run billing workflows in the background and work on multiple bills at once.
Seven benefit paths
Coverage, rates, age bands, payroll limits—different rules feeding one summary.
error handling runs with the bill
03 / 05 · The turning point
Catch the error. Name the cause.
The automation flags missing details and duplicates. Every exception has a cause—and an owner.
Error handling, built in
AUTOMATION LOGICValidate + classify
Valid recordsContinue to bill
Errors tab
Missing location code01
Missing job title02
Missing wages03
Duplicate employee04
Client corrects at source
Illustrated exception types · No employee records
Who fixes the source?
Automation detectsClient corrects
Our platform access was limited. I surfaced affected employees and plain-language error labels; the client owned source corrections.
Why the bill can be lower
The total has a reason.
Missing details can prevent correct billing. An Errors tab explains the gap instead of leaving the client guessing. Unresolved items stay visible for review.
turn flagged errors into clear answers
04 / 05 · The conversation changes
Time returned. Trust earned.
From defending a total to explaining the cause. Less rework. Stronger client relationships.
My impact · Technical lead & subject matter expert
THE QUESTION
Why is the bill lower?
Bill + contextMissing location codeClear evidence. A shared next step.
THE CONVERSATION CHANGES
Find clarity.
Solve together.
Time returnedExpertise provenClient trust
Illustrated conversation · Reported experience
The change clients felt
From questioned totals
to trusted expertise.
I became the account’s billing subject matter expert. Clear errors strengthened confidence in Lockton and supported client retention.
Reported outcome. No retention percentage or audited savings claim.
Across the practice
I led automation across complex self-bills and simpler list bills for multiple clients and providers. A week of manual work became a fraction of the effort.
Reported experience; no audited savings total or precise post-automation duration is presented.
Explore more of my workbring the evidence together
05 / 05 · The pieces come together
A bill. And the why.
The vendor’s format stays intact. Exceptions arrive with a clear reason.
A traceable handoff
TWO OUTPUTS. ONE EXPLANATION.
SELF-BILLLife & disability
Aura
Critical illness
Accident
Hospital
NY disability
NY paid leave
Saved total$205,204.37
Vendor format preserved
Errors
Missing location code01
Missing job title02
Missing wages03
Duplicate employee04
OWNERClientCorrect source details
Bill+Context
Saved benchmark · Not a newly approved bill
Saved benchmark evidence
September 2026 · Saved values$205,204.377 category totals reconcile at source precision.
This is not a fresh query run or native Excel acceptance. The handoff’s LTD mapping review remains open.
The manual fallback
HelperExisting cellsVendor summary
The separate contingency preserves vendor formulas and formatting. Desktop Excel acceptance is still pending.
05 / DELIVER · THE WORK COMES TOGETHERDelivered.
Delivered.
With context.
The bill tells the total.
The exceptions tell the rest of the story.
ACROSS THE PRACTICEDifferent systems.
Different systems.
Same discipline.
Every client has a different mix. I work across their vendors, administration platforms, and BI systems to turn complex data into useful answers.
HEALTHCARE · BENEFITS · FINANCIAL PROTECTION
Aflac
ONE CLIENTMultiple vendors.Sometimes multiple platforms.
SENSITIVE DATAPHI deserves care.HIPAA-informed safeguards.
BenSelectBENEFITS ADMINISTRATION + BISelerix BenSelect in this case · Broader experience across accounts
Encrypted-data illustration · No real records or live connections. Platform and vendor combinations vary by client.
01 / ACCESS
Only what’s needed.
Scope access to the people and systems doing the work.
02 / PROTECTION
Care in every transfer.
Use protected channels and treat sensitive data deliberately.
03 / ACCOUNTABILITY
HIPAA security guidance Keep a clear trail.
Preserve source data and make processing and exceptions traceable.
EXPERIENCE THAT TRANSLATESTime returned
Thousands saved
Reported experience across client work. Illustrative motion; no audited savings total.
Time returned
to Lockton.
Less repetition.
More room for the client.
Thousands saved
for clients.
Find the discrepancy.
Bring the evidence.
CLOSE THE LOOP / TRACKING & REPORTINGSee it early.
See it early.
Act with context.
I used Power BI to dynamically reference census and billing across client folders. Original files stayed intact. Patterns became visible.
THE WORKSPACE / EXPLORE THE SIGNALChoose a client · Change a filter · Investigate a question
01 / ORGANIZE
Start with structure.
Choose a fictional clientReference in place.
Preserve the originals.
SOURCE LOGIC / RECONCILE
Benefit elections+Vendor list→Match coverage
EnrollmentEffective datesCoverage tiers
Compare expected coverage with billed participants and periods.
Practice overview Client AILLUSTRATIVE REPORTFilter reportUse the dropdowns to explore
Monthly premium$64,100+0.0% vs prior month
Covered people1,180-30 vs prior month
Bill methodList billUHC · Sep
Premium trendUSD · UHC
BilledEnrollment-only baseline
Baseline holds the prior month’s cost per person constant. Review signal, not a validated bill. Dollar axis is cropped to show changes.
Covered peopleCount · zero baseline
Every signal has a story.
Select the review question to locate the difference in the charts. The view stays right here.
Billing intelligence9 bill streams · 36 monthly files · Jun–Sep
Workflow illustration · Fictional client data · Not an actual Power BI capture03 / BRING THE NEXT STEPBefore the client
Before the client
has to ask.
A signal becomes a better conversation.
01SPOT+2.5%
Difference to the Sep comparison.
A reason to investigate.
02TRACE
Reconcile terminated coverage and effective dates against the vendor list.
03BRING THE NEXT STEP
Bring the enrollment evidence and request a billing correction if confirmed.
Practice overviewFICTIONAL DATA / REAL REVIEW LOGIC
Client A · UHCMedical · SepEdit filters
Reference in place.
Preserve the originals.
Monthly premium$64,100+0.0% vs prior month
Covered people1,180-30 vs prior month
List bill
Premium trendUSD · UHC
BilledEnrollment-only baseline
Baseline holds the prior month’s cost per person constant. Review signal, not a validated bill. Dollar axis is cropped to show changes.
Every signal has a story.
Compare the premium with enrollment, then bring the next step. A review signal is not a confirmed billing error.
ONE VIEW. A WIDER REACH.From my client view
From my client view
to a leadership view.
Leadership adopted the dashboard to see across the practice as the automations ran.
REPORTED EXPERIENCE
Browser-based tools you can actually use.Working browser tools
Follow a connection. Try something real.All work
Your next chapter.
Let’s build it together.
Make your data
make a difference.
An analyst who builds the system, finds the signal, and brings the next step.
Analyst. Builder. Designer.
One person. Many possibilities.From your idea
to something real.
A distinctive website. A smarter workflow. Software that earns its place.
NEXT CONNECTION02 / 08
About MiguelThe person behind the projects.
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