POAH 2017 APR Final_opt 2

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CBIZ Account Management Team
Karen Grasso
St. Louis Market Leader
Extension #150
Email:
•Proactive client satisfaction level
•Overall administration
•Management of St. Louis office
•New business development
Sara Miller
Director of Client Services
Extension #146
Email:
•Manage carrier relationships
•Health Care Reform expert
•Oversees account management team
Nicol Schmidt
Account Manager
Extension 147
Email:
•Oversee administration process
•Assist with communication strategy
•Manage regulatory compliance
•Development of marketing material/communication
•Follow up with carrier on administration
•Develop bid specifications
•Resolve billing a
OVERALL RELATIONSHIP MANAGEMENT
Polly Thomas
President
Phone:816.945.5509
Email:
• Proactive client satisfaction level
• Identify client objectives
• Responsible for strategy development
• Contractual and renewal negotiations
• Marshal resources and client relationship management
ACCOUNT COORDINATION
Ellen Woltkamp
Account Executive
Phone: 816.945.5163
Email:
• Assisting in and monitoring day-to-day client service issues
• Oversee administration process
• Assist with communication strategy
• Regulatory compliance assistance
• Development of open enrollment material/employee communications
• Follow p with c rri on administrative issues
• Develop bid specifications and market comparisons
• Assi d claim issues
Kelsi Wuller
Client Service Representative
Phone: 816.945.5455
Email:
• Assist in development of employee communications and presentations
• Employee claims assistance
• Generate benchmarking and claims reports
• Carrier and Vendor RFP analysis and proof
• Backup of day-to-day service and general administrative issues
Judy Wood
Sr. Client Claims Representative
Phone: 816.945.5212
Email:
• Responsible for providing claim resolution for escalated claim issues
• Medicare Secondary payor issues
• CMS audits in a HIPAA compliant format
Connor Clune
Senior Account Executive
Phone: 816.945.5264
Email:
• Responsible for overseeing the performance of the account management team
• Executing t employer and consulting team members,
• Reviewing financial and utilization data
• Assisting in renewal and contractual negotiations
• Regulatory compliance consulting and issue resolution
• Assisting in and monitoring day-to-day client service issues
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