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CONF I DENT I A L │ PAGE 7
Joplin Schools RFQ – Group Benefit Broker/Consultants
3. Will the District be assigned ONE designated customer service representative that will assist either the
District or a plan member on a claim dispute or a billing issue? Submit a biography of customer service
representative(s) expected to be assigned.
The designated local customer service representative assigned to Joplin School District will be Account Manager
Molly Harrison. Molly is responsible for day-to-day service, open enrollment, managing the marketing process,
employee communications and general administrative issues. Molly works closely with Senior Benefits Consultant,
Matt Krull, on numerous client engagements. This high-touch client service team will work with the District and bring
valued experience from working on a number of different public entity accounts. These team members have
complementary skills, which benefit their clients. They understand and will exceed the District’s expectations, while
working closely with you to provide exceptional service.
In addition, Jennifer McKee, a Senior Account Executive who has been with CBIZ for over 25 years, is another team
member who is accessible to the District. Together, the team would conduct employee benefits committee meetings
with the District to consistently plan for upcoming activities. Your CBIZ team will work to prioritize projects and to
bring in additional resources, as necessary. Working jointly, there is always assistance available to the District.
To see a full list and biographies of assigned service team members and consultants, please see Exhibit B.
4. How often do you anticipate providing claims analysis information to the management of the District?
Are the reports strictly from the insurer? What service do you provide, as a broker, in regards to loss
evaluations?
Claims Analysis
We provide monthly claims dashboards to the management team and benefits committee. We also maintain a
monthly financial overview, so that the District can see where the plan is performing against YTD funding. Each of
these is a CBIZ reporting tool developed by a certified actuary – we don’t merely forward carrier reporting. Using
health risk assessment data, CBIZ provides an annual comprehensive health risk analysis, evaluating the
effectiveness of any wellbeing initiatives in place. Please see Exhibit G for more details regarding wellbeing and
employee engagement strategies.
Claims Processing, Review and Utilization
A major challenge for many of our clients is the management of data. Rising health care costs are one of their top
concerns. As advisors to many clients, we know the importance of keeping the decision makers and committees
informed of the plan financials.