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CONF I DENT I A L │ PAGE 19
Benefits Consulting Services RFP
David Coleman
Senior Actuarial Analyst
Email:
david.coleman@cbiz.com |Phone: 816.945.5225
Responsible for reserve calculations, health care reform impact studies, migration studies, financial projections,
GASB assessments, tiering analysis, COBRA rate certification, and more.
Lacey McCourt
Wellbeing Consultant
Email:
lmccourt@cbiz.com|Phone: 816.945.5278
Responsible for helping clients develop and implement strategies to build and maintain a culture of total wellbeing.
National Resources
Karen McLeese, Esq. – Vice President of Employee Regulatory Affairs
N/A
Responsible for analyzing and communicating federal and State legislation, including Health Care Reform.
Dave Rubadue – National Director of Health Care Actuarial Services
Responsible for helping mitigate actuarial costs which includes hundreds of public entity clients.
Michael Zucarelli, PharmD – National Director of Managed Pharmacy Practice
Responsible for working with plan sponsors to develop, implement and monitor a competitive and sustainable
pharmacy benefit for their membership.
d. Current use of technology, especially capability for computerized legal/benefit design research and for
sharing and editing documents electronically.
We believe in using technology as a tool to increase service productivity, client administrative efficiency, and
employee satisfaction. CBIZ continues to make significant investments in customer service relationship
management tools, HIPPA compliant communication, internal and external educational software.
We believe in applying the right technology to the unique needs of each client. Many insurance brokers will deliver
one size fits all solutions. As a consulting partner, we pride ourselves in our ability to identify opportunities for
improvement and placing the right solution. Each year a team of experts analyzes all of the marketplace options in
each of the categories below to present the best of breed solutions to our clients. We have cultivated relationships
with dozens of third-party vendors in the following categories:
Call center support
Claims data modeling
Data analytics
Electronic Data Interchange
Employee communication
Communication support tools