SERVICES
Financial Activities
- Experience-rate renewals and prospects
- Negotiate renewals
- Set premium-equivalents for self-funded plans
- Generate cost, plan design and carrier comparisons
- Develop annual benefits budgets
- Design employee contribution schedules
- Monitor experience reports
- Analyze healthcare utilization and recommend strategies to reduce costs
- Work to resolve carrier billing, administration and claim problems
Marketing & Plan Implementation
- Vendor selection and management
- Design/respond to bid specifications
- Evaluate/prepare carrier proposals
- Coordinate coverage with third-party administrators and stoploss carriers
- Design and manage implementation schedules for new benefits plans and carriers
Employee Communications & Assistance
- Prepare written open enrollment communications
- Conduct employee benefit meeting
- Conduct employee surveys and develop benefit package recommendations to meet employees' perceived needs
- Assist employees who have claims, benefit and/or enrollment questions or problems
Additional Services
- Spearhead the employee benefit transition planning for mergers and acquisitions
- Train underwriters, sales staff, and account managers on underwriting principles
- Audit client files to assure adherence to corporate standards and minimize errors-and-omissions insurance liability
- Review insurance contracts, SPDs, plan documents, and amendments
Lines of Coverage
- My expertise includes marketing, implementing, renewing and servicing virtually all lines of coverage and administrative services for both fully-insured and self-funded plans.
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