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CONF I DENT I A L │ PAGE 34

Joplin Schools RFQ – Group Benefit Broker/Consultants

Jennifer McKee

Senior Account Executive

Email:

jmckee@cbiz.com |

Phone: 816.945.5205

At CBIZ, Jennifer supports our larger public entity and not-for-profit groups with client services

ranging from conducting client meetings, serving as the day to day contact for employer

needs and educating clients on benefits, plan designs and wellness solutions. Jennifer also

works closely with vendors to establish and preserve a solid business rapport.

Molly Harrison

Account Manager

Email:

molly.harrison@cbiz.com |

Phone: 816.945.5582

At CBIZ, Molly is the assigned contact for the District and is responsible for day-to-day

service, open enrollment, managing the marketing process, employee communications and

general administrative issues.

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.

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.

Alex Lanning

Director of Marketing and Communications

Email:

alanning@cbiz.com

|Phone: 816.945.5594

Alex is responsible for the overall strategic development and execution of the marketing and

communication efforts for the Employee Benefits division. These marketing initiatives include

creating sales and client service deliverables, employee communication strategies, website

development, graphic design, email marketing, and direct campaign implementation. She

also has experience fostering external vendor relationships, digital marketing, and social

media tactics.