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Unipres U.S.A. Employee Benefits Brokerage and Consulting Services RFP
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Conduct mid-year Renewal Strategy meeting and develop timeline for
accomplishing all renewal tasks
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Based on 3-year strategic plan, design and implement or request
proposals utilizing a proprietary process and industry leverage to
facilitate competitive proposals
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Evaluate alternative funding mechanisms
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Draft bid specifications
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Negotiate renewal pricing and contract provisions
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Analyze, review and summarize bid responses
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Provide disruption analysis
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Model plan design and contribution strategy adjustments
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Make recommendations based on written strategy developed during
assessment phase
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Assist in designing employee communications and provide support
and coordination for annual open enrollment meetings
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Review all renewal documents, including SBC’s, benefit summaries,
contracts, plan documents and amendments, and open enrollment
materials
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Conduct finalist meetings and/or vendor site visits
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Detailed assistance with transition to or implementation of new
vendors
Plan Renewals
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Funding rate development for alternatively funded plans
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Determine COBRA rates
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Financial and claim projections
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Provide pricing IBNR and reserve calculations
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Prepare periodic financial and utilization reporting
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Annually provide proprietary health plan analytics utilizing CBIZ,
insurance company and third-party benchmarking resources for
claims, utilization and plan design modeling
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Model plan design changes, migration studies, contribution strategies
and more
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Assess the financial impact of ACA based on employer and employee
characteristics
Financial Management & Actuarial Services