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CONF I DENT I A L │ PAGE 33
Joplin Schools RFQ – Group Benefit Broker/Consultants
2. Identify and provide information on the key team members that would be assigned to the District’s
account. If outside firms or individuals subcontractors are to be used in lieu of employees, be specific as to
their role and how their services are coordinated and who is responsible for their activity and responses.
Combining two brokerage firms in order to provide a complete broker service package will not be given
primary consideration.
It is important to note the specialized roles of our consultants and engagement team leader. As a consulting firm, we
differ from a traditional insurance brokerage that may have a figurehead or relationship manager leading the
engagement team. At CBIZ, we believe our consultants should be experts driving strategy and marshalling resources
to create optimal outcomes for clients like the District. For this engagement, your CBIZ team has complementary
skills to exceed your expectations for customer service, cost containment, risk management, compliance and ACA
guidance.
The Kansas City team, guided by Matt Krull and Caitlin Waters, Co – Team Leads and Benefits Consultants, will fully
engage in strategic discussions and planning sessions.
Matt Krull
Co-Team Lead and Consultant
|Phone: 816.945.5222
Matt’s employee benefits career started with CBIZ Benefits & Insurance Services in 1999.
Matt’s responsibilities include working with employers in the management of their employee
benefit programs and specializing in health and welfare plans. Currently, Matt uses his
expertise to develop creative solutions for the many difficult challenges encountered in the
employee benefits environment. Strategic planning, Health Care Reform consulting, cost
containment, and effective communication for benefit programs have been Matt’s focus.
Caitlin Waters
Co-Team Lead and Consultant
|Phone: 816.945.5559
Caitlin joined CBIZ in 2015, bringing her communications expertise to help employers
communicate their benefits strategy to employees in a way that makes sense and clearly
articulates the complicated, ever-changing insurance world. Prior to joining CBIZ, Caitlin
worked at advertising/public relations firms with clients in the health insurance and financial
services industry. Caitlin is passionate about helping her clients find customized solutions that
fit the organization’s goals, whether it be uncovering some cost-savings or increasing
employee engagement.