Ashley Norman Email & Phone Number

Texas, United States

Cincinnati, Ohio, Us

Dallas, Tx, Us

Responsible for day to day operations and management of the Implementation Department, staff and on-going support services for all new self-funded/TPA clients following conclusion of initial sale. - Manage 16 or more employees in the day to day operations of the department.- Manage department workflow to meet deadlines by prioritizing effectively.- Complete annual employee performance evaluations, coordinate salary increases, approve time cards and manage PTO in ADP system. - Manage department training needs. - Successfully Manage and Train new hires in Implementation department.- Create, Implement and oversee Implementation and Plan Document processes and procedures. - Manage and work with external vendors for New Client Implementation needs. - Oversee all internal implementation needs for a successful new client onboarding. - Oversee and manage staff to work with appropriate internal departments for managing the client onboarding processes. - Onboard and Implement New Client cases. - Manage and work with various externals vendors during the onboarding of clients such as (Cobra, Banking, PPO Networks, RBP Vendor, Telehealth, Subro, HSA/HRA/FSA, PBM, Specialty Drug vendors).- Create and Manage Marketing and Communication materials for open enrollment meetings; (Benefit summaries, Enrollment Forms, Temporary ID Cards, Flyers, PowerPoint Presentations).- Create Daily/Weekly Reporting spreadsheets and PowerPoint presentations for New Group Implementations stats to Senior Vice President and CEO. - Create new processes and procedures to streamline New Group Implementations. - Host and Train bi-annually for entire team to include internal departments and external vendors, if necessary.

Dallas, Tx, Us

Dallas, Tx, Us

Complete and provide implementation services and on-going support services for all new self-funded group cases following conclusion of initial sale, including complex and high volume.- Manage new self-funded clients for the first 60 days of sale- Schedule and chair Employer meetings with Clients- Complete appropriate paperwork with required data to setup new client- Thoroughly review prior plan design/SPD- Determine how enrollment and eligibility information will be provided- Verify and clarify all information leading to preparation of new Plan- Document plan implementation- Verify sold services/fees for GPA Administrative Agreement(s)- Coordinate with Agent and Marketing Department for sold client requirements - Prepare handout material for distribution to employees to include summary of benefits for each plan design, vendor information, pharmacy plan information and custom enrollment forms- Coordinate with vendors such as PPO Networks, Pharmacy, and etc for setup of new case- Coordinate with Administration department and drug vendor methods for eligibility- Design employee identification cards and coordinate issuance of cards - Provide liaison and coordinate information between client and key departments - Coordinate with setup department to confirm correct loading of client benefits - Coordinate client funding arrangement with Accounting department for Claims Funding and Monthly Billing - Coordinate with Plan Analyst for production/completion of Plan Document/SPD- Create/Proof Plan Documents/SPD for MEC Plans, as necessary - Perform special projects as needed for implementation department processes, documents and annual audits.

Dallas, Tx, Us

- Plan Document and Amendment Liaison (manage flow, distribute work, manage proofers, maintain report) - Manage a team of proofers and distribute assignments weekly - Responsible for writing and proofing amendments/plan documents - Coordinate with SBC/SOB customer service department and proofers for changes to plan documents and amendments, as needed - Prepare employee handouts for new groups (summary of benefits, temporary IDs, enrollment forms)- Prepare packets and send enrollment materials - Develop ID cards for PBM, send to PBM, obtain client approval, advise PBM of ID card printing and mailing requirements - Complete New group set up forms for PPO vendors, PBMs, Stoploss, etc.- Complete COBRA/Conexis set up forms for new groups with rates and documents - Perform inhouse Factsheet meetings for new groups - Respond to Factsheet questions as needed to appropriate departments for new groups - Complete new group case submissions - Attend client Factsheet meetings - Coordinate the setup of all new groups with appropriate departments, vendors and etc.- Create and write new client Plan Documents/Benefit Booklets

Dallas, Tx, Us

- Implement and establish new group plans and documents - Responsible for proofing and correcting amendments/plan documents - Manage a team of proofers and distribute assignments weekly - Responsible for partial set-up of new groups (meeting, set up forms) - Prepare customized enrollment forms and benefit summaries - Develop and Distribute agreements and contracts for clients - Set up PPO vendors for new and existing clients- Supervise inventory of marketing supplies - Coordinate onsite client meetings - Create unique ID cards for clients - Send COBRA rates to appropriate vendor, confirm accuracy - Responsible for preparing procedure manuals yearly - Prepare mass mailings, as required

Dallas, Tx, Us

- Perform Data Entry- Confirm patient information and date or procedures to providers and facilities - Request discharge and admission dates for patients - Identify and provide accurate information to callers for procedures and notifications - Answer inbound intake calls for the UR Department - Complete intake forms for the UR notification process