CBIZ Account Management Team
Karen Grasso
St. Louis Market Leader
Extension #150
Email:
kgrasso@cbiz.com•
Proactive client satisfaction level
•
Overall administration
•
Management of St. Louis office
•
New business development
Sara Miller
Director of Client Services
Extension #146
Email:
samiller@cbiz.com•
Manage carrier relationships
•
Health Care Reform expert
•
Oversees account management team
Nicol Schmidt
Account Manager
Extension 147
Email:
nschmidt@cbiz.com•
Oversee administration process
•
Assist with communication strategy
•
Manage regulatory co
mpliance•
Development of marketing material/communication
•
Follow up with carrier on administration
•
Develop bid specifications
•
Resolve billing and claim issues
Karen R. McLeese, Esq.
Vice President—Employee Benefits Regulatory Affairs
Telephone: 800-562-1865
Email:
kmcleese@cbiz.com•
In-house counsel for e
mployeebenefits and insurance laws
•
Writes and distributes
For Your Benefit Book
,
At Issue
,
Benefit Beat
and
Health Reform Bulletin
•
Client contracts
•
Reviews and interprets federal and state laws and regulations impacting employee benefits
OVERALL RELATIONSHIP MANAGEMENT
Producer #1
Consultant and Team Lead
Phone:
Email:
@cbiz.com•
Proactive client satisfaction level
•
Identify client objectives
•
Responsible for strategy development
•
Contractual and renewal negotiations
•
Marshal resources and client relationship management
Producer #2
Consultant and Team Lead
Phone:
Email:
@cbiz.com•
Proactive client satisfaction level
•
Responsible for strategy development
•
Contractual and renewal negotiations
•
Marshal re
sources and client relationship management
ACCOUNT COORDINATION
Name
Senior Account Executive
Phone
Email:
@cbiz.com•
Responsible for overseeing the performance of the account management team
•
Executing the strategy set by the employer and consulting team members,
•
Reviewing financial and utilization data
•
Assisting in renewal and contractual negotiations
•
Regulatory compliance consulting and issue resolution
•
Assisting in and monitoring day-to-day client service issues
Name
Account Manager
Phone:
Email:
@cbiz.com•
Oversee administration process
•
Assist with communication strategy
•
Reg
ulatory compliance assistance
•
Development of open enrollment material/employee communications
•
Follow up with carrier on administrative issues
•
Develop bid specifications and market comparisons
•
Assist in resolving billing and claim issues
Name
Client Service Representative
Phone:
Email:
@cbiz.com•
Assist in development of employ e communications and presentations
•
Employee claims assistance
•
Generate benchmarking and claims reports
•
Carrier and Vendor RFP analysis and proof
•
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
•
Medicare Secondary payor issues
•
CMS audits in a HIPAA compliant format
Name
Account Manager
Phone:
Email:
@cbiz.com•
Oversee administration process
•
Assist with communication strategy
•
Regulatory compliance assistance
•
Development of open enrollment material/employee communications
•
Foll
ow up with carrier on administrative issues
•
Develop bid specifications and market comparisons
•
Assist in resolving billing nd claim issues