RESULTS
Cost Reduction and Optimization
Mercer - San Francisco, CA
Analyzed carriers' experience-rated renewals and made recommendations resulting in reduced employer premiums; monitored experience reports and provided narrative descriptions of cost utilization trends; evaluated carrier proposals by preparing illustrations of cost, plan design and administrative capabilities.
Interim Account Management
Anthem Blue Cross - Walnut Creek, CA
Assured that client care didn’t miss a beat during a mid-market account manager’s extended leave by stepping-in and directly serving brokers and employers by investigating and resolving concerns; responding to inquiries involving products, legislation and policies; and maintaining effective and positive working relationships.
Merger Employee Benefits Planning
NorthPoint Communications - San Francisco, CA
Spearheaded the employee benefits transition planning during the approval phase of a merger between NorthPoint and Verizon’s DSL division. Prepared a post-merger benefits package recommendation for the company’s 3,000 employees.
Training, Project Management, Benefits Representative
Kaiser Permanente - San Francisco, CA
1) Developed comprehensive course curriculum. Provided training for statewide sales, underwriting and account management staff in prospectively experience rating renewals and prospects.
Account Management
Woodruff-Sawyer - San Francisco, CA
Substituted for an account manager on leave during the January 1 renewal season; conducted marketings, prepared plan design and carrier comparisons, delivered renewals, lead open enrollment meetings and prepared employee communications.
Communications Strategist for Startup
Palo Alto Foundation Medical Group - Palo Alto, CA
Acted as a communications consultant during this newly-formed medical group's inaugural employee benefits plan implementation and open enrollment. Deliverables focused on a comprehensive Benefits Guide, a living FAQ with detailed and timely answers to physician/employee questions, and an open enrollment kit with customized educational materials. Communications were critical because of the introduction of benefit plans very different from those in place at the physician/employees' previous places of employment.
Service Continuity and Customer Satisfaction
Health Net - Oakland, CA
Prevented a lapse in service by substituting for an account manager on leave by presenting large-group renewals to clients and responding to consultants’ requests for renewal information.
Audits and Quality Control
Barney & Barney (formerly Saylor & Hill) - Oakland, CA
1) Performed monthly client-file audits to assure accuracy and to confirm adherence to corporate E & O guidelines. 2) Performed a major revision of the Benefit Department policy and procedures manual.
Companywide Medical Coverage Rollout
Sitzmann, Morris, & Lavis - Oakland, CA
Prepared the action-plan executive summary for the nationwide marketing of a 7,000-employee company’s medical coverage then identified, contacted, and screened target carriers in several states.
Employee Survey Development
D/A Financial Group - Orinda, CA
A nationwide professional services company made plan design changes reflecting employee values expressed in the employee survey I designed, conducted, analyzed and presented to the client.
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