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CONF I DENT I A L │ PAGE 47

Joplin Schools RFQ – Group Benefit Broker/Consultants

Ongoing Support and Day-to-Day Service

Account Services

Assist employees with claims questions and problems

Assist with billing, enrollment issues, ID cards, etc.

Develop and coordinate enrollment materials for new employees

Prepare and conduct educational benefit seminars/health fairs

Provide proactive benefit updates

Compliance and Regulatory Affairs

In-house Regulatory Affairs Attorney and Staff

Assist with federal and state requirements (COBRA, FMLA, etc.)

Provide proactive updates on pending legislative issues

Provide "For Your Benefit Booklet" for HR department

Compliance Checklist to be reviewed by CBIZ Account Managers and your client’s HR Department

Regulatory Updates - "Benefit Beat"

Time Sensitive Communication - "At Issue"

Health Care Reform Regulatory Updates