Bradley Arant Boult Cummings RFP

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CBIZ Account Management Team
Karen Grasso
St. Louis Market Leader
Extension #150
Email:
•Proactive client satisfaction level
•Overall administration
•Management of St. Louis office
•New business development
Sara Miller
Director of Client Services
Extension #146
Email:
•Manage carrier relationships
•Health Care Reform expert
•Oversees account management team
Nicol Schmidt
Account Manager
Extension 147
Email:
•Oversee administration process
•Assist with communication strategy
•Manage regulatory co
•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:
•In-house counsel for e benefits 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:
• 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:
• Proactive client satisfaction level
• Responsible for strategy development
• Contractual and renewal negotiations
• Marshal re tionship management
ACCOUNT COORDINATION
Name
Senior Account Executive
Phone
Email:
• 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:
• Oversee administration process
• Assist with communication strategy
• Reg istance
• 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:
• 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:
• 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:
• Oversee administration process
• Assist with communication strategy
• Regulatory compliance assistance
• Development of open enrollment material/employee communications
• Foll dministrative issues
• Develop bid specifications and market comparisons
• Assist in resolving billing nd claim issues