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CBIZ Account Management Team
Karen Grasso
St. Louis Market Leader
Extension #150
Email:
kgrasso@cbiz.com•
Proactive client satisfaction level
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Overall administration
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Management of St. Louis office
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New business development
Sara Miller
Director of Client Services
Extension #146
Email:
samiller@cbiz.com•
Manage carrier relationships
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Health Care Reform expert
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Oversees account management team
Nicol Schmidt
Account Manager
Extension 147
Email:
nschmidt@cbiz.com•
Oversee administration process
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Assist with communication strategy
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Manage regulatory compliance
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Development of marketing material/communication
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Follow up with carrier on administration
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Develop bid specifications
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Resolve billing and claim issues
OVERALL RELATIONSHIP MANAGEMENT
Greg Callahan
Consultant and Team Lead
Phone: 816.945.5198
Email:
gcallahan@cbiz.com•
Proactive client satisfaction level
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Identify client objectives
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Responsible for strategy development
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Contractual and renewal negotiations
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Marshal resources and client relationship management
Polly Thom s
President
Phone:816.945.5509
Email:
pthomas@cbiz.comACCOUNT COORDINATION
Ellen Woltkamp
Account Executive
Phone: 816.945.5163
Email:
ewoltkamp@cbiz.com•
Responsible for overseeing the performance of the account management team
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Executing the strategy set by the employer and consulting team members,
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Reviewing financial and utilization data
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Assisting in renewal and contractual negotiations
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Regulatory compliance consulting and issue resolution
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Assisting in and monitoring day-to-day client service issues
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Oversee administration process
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Assist with communication strategy
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Regulatory compliance assistance
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Dev
elopment of open enrollment material/employee communications
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Follow up with carrier on administrative issues
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Develop bid specifications and market comparisons
•
Assist in resolving billing and claim issues
Katarina Pretz
Cl e t Servi e Repres ntative
Phone: 816.841.4035
Email:
kpretz@cbiz.com•
Assist in development of employee communications and presentations
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Employee claims assistance
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Generate benchmarking and claims reports
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Carrier and Vendor RFP analysis and proof
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Backup of day-to-day service and general administrative issues
Judy Wood
Sr. Client Claims Representative
Phone: 816.945.5212
Email:
jwood@cbiz.com•
Responsible for providing claim resolution for escalated claim issues
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Medicare Secondary payor issues
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CMS audits in a HIPAA compliant format
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