Strategic planning, plan design review, carrier and vendor evaluation, renewal negotiation, underwriting issues, financial reporting

Implementation coordination, enrollment meetings, contract and booklet review/amendments, regulatory compliance, preparation of 5500 forms, coverage transfers, claims/billing/service issues

Advocate/liaison between employees and carrier to resolve ongoing claims, eligibility and billing issues

Data collection, financial/underwriting analysis, renewal negotiations, benefit comparison preparation, financial modeling

Eligibility file maintenance, request for proposal process, market and product analysis

Web portal design and online enrollment systems

Executive and estate planning; individual planning for active, retired or terminated employees