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Unipres U.S.A. Employee Benefits Brokerage and Consulting Services RFP
5. Does your firm employ the following in-house expertise? If yes, please provide their credentials and location.
Your CBIZ Employee Services Organization team starts with your local professionals and expands far beyond there.
An entire group of specialized experts stands ready to ensure all of your specific, unique employee benefits and HR
technology needs are met. In addition to the national experts below, CBIZ has selected an engagement team
specializing in large self-funded, acquisitive employers such as Unipres. Specifically Greg Callahan leads national
practices for enrollment and administrative technology, employee communication and voluntary benefits. Yvonne
Waterman has exceptional experience with mergers and acquisitions and the impact it can have on self-funded
plans.
At CBIZ we have strategically chosen to forego a medical director in favor more progressive population strategies.
Polly Thomas is well recognized not only for her national practice related to clinic consulting, but her ability to
leverage claims utilization data, wellbeing and other data to bend the health cost curve.
National Experts