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CONF I DENT I A L │ PAGE 55
Joplin Schools RFQ – Group Benefit Broker/Consultants
Business Experience
Dave joined CBIZ Benefit & Insurance Services as a Senior Actuarial
Analyst in 2013. His expertise at CBIZ includes determination of
adequate health care claim reserves, funding levels, claim projections,
and benefit analysis for self-insured public and private clients. His
experience encompasses premium rate development for individual
companies, determining outstanding claims liability, benefit plan design
pricing, analyzing, projecting trend levels and presenting the results to
clients.
Prior to arriving at CBIZ, Dave was with Cigna for 20 years and Aetna for
4 years. During most of his time at Cigna he was a Senior Client
Manager providing sales and service to large employers primarily in the
Kansas City area. Prior to that role he was an Underwriting Account
Manager producing the underwriting for group medical, pharmacy and
dental clients and prospects in the Kansas City, St. Louis, Chicago,
Dallas, Atlanta and Florida markets. While at Aetna he held the position
of Account Executive and sold group medical, pharmacy and dental
coverage to large employers in the Kansas City area.
Background
Education
Dave is a native of Newington, CT and earned his Bachelor of Business
Administration in Banking and Finance from Hofstra University in
Hempstead, NY. He also holds the designation of Health Insurance
Associate.
Community Involvement
Dave is a member of the Greater Kansas City Employee Benefits
Association, Leawood Middle School & Mission Trail Elementary School
Parent Teacher Organizations and serves on the City of Leawood
Planning Commission. He is also a former member of the City’s Parks
and Recreation Advisory Board.
Dave Coleman
Senior Actuarial Analyst
CBIZ Employee Services
Organization
A division of CBIZ Benefits &
Insurance Services, Inc
(816) 945-5225
david.coleman@cbiz.com