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Unipres U.S.A. Employee Benefits Brokerage and Consulting Services RFP
Cathy Anthony – Senior Account Manager
At CBIZ, Cathy supports her private entity groups with client services ranging from conducting client meetings,
serving as the day to day contact for employer needs and educating clients on benefits, plan designs and wellness
solutions. Cathy also works closely with vendors to establish and preserve a solid business rapport.
Julia Moore – Client Service Representative
Responsible for day-to-day service, open enrollment, managing the marketing process, employee communications
and general administrative issues.
Karen McLeese, Esq. – Vice President of Employee Regulatory Affairs
Responsible for analyzing and communicating federal and State legislation, including Health Care Reform.
Michael Zucarelli, Pharm.D. – National Pharmacy Practice Leader
Responsible for working with plan sponsors to develop, implement and monitor a competitive and sustainable
pharmacy benefit for their membership.
Amy Howell – Wellbeing Consultant
Responsible for helping clients develop and implement strategies to build and maintain a culture of total wellbeing.
David Rubadue – Health & Welfare Actuary
Responsible for claim reserve valuations, OPEB valuations, Taft Hartley (or similar) valuations, MEWA financial
reviews, pricing of all H&W lines of business, and financial reporting.
Please refer to Exhibit B for complete biographies of your CBIZ team.