Principal
Strategic planning, plan design review, carrier and vendor evaluation, renewal negotiation, underwriting issues, financial reporting
Account Manager
Implementation coordination, enrollment meetings, contract and booklet review/amendments, regulatory compliance, communication and assistance, preparation of 5500 forms, coverage transfers, claims/billing/services issues
Member Service Representative (Employee Advocate)
Advocate/liaison between employees and carriers/vendors to resolve ongoing claims, eligibility and billing issues
Underwriting Manager
Data collection and stewardship reporting, financial/underwriting analysis, renewal negotiations, benefit comparison preparation, financial modeling
Marketing Manager
Request for proposal process, market and product analysis, vendor negotiations, relationship (national and international) management
Technology Manager
Web portal design and online enrollment systems
Financial Planning
Executive and estate planning; individual planning for active, retired or terminated employees