Bill Magee Email & Phone Number

Mckinney, Tx, Us

Dallas, Tx

As Director of Underwriting and Analytics at Holmes Murphy I manage a team of Actuaries, underwriters, and analysts who provide data driven financial and clinical insights to our clients regarding all aspects of their employee benefit programs.

Columbus, Ohio Area

• Managed the underwriting team and oversaw the underwriting and pricing function for all new and renewal business• Managed the negotiation of renewal and new business proposals with clients and brokers for large nationalcustomers• Presented Quantum Health's unique pricing options externally to large employers, brokers, and consultants.• Designed, developed and implemented policies and procedures that ensured high quality and error free renewal and proposal documents including rates, fees, and savings projections.• Partnered with other business units to develop and maintain high quality databases to allow consistent use of data for multiple purposes including pricing and reporting for both internal and external needs.• Various book of business studies and analysis including actuarial audit.

• Advised clients on all aspects of their employee benefits strategy • Delivered presentations to employers and employees• Determined scope and timeline of consulting projects• Determined impact of benefit changes and calculate funding rates • Calculated and/or peer review FAS 106, Medicare D Equivalency testing, COBRA rate calculations• Lead client teams' projects and deadlines• Ensured compliance with professional standards• Accountable for revenue/profitability for client accounts.• Established necessary carrier/vendor relationships with appropriate contacts to serve clients in handling all administration issues• Worked directly with the client and manage the request for proposal (RFP) process with the health insurance carriers• Reviewed claim and utilization data from insurance carriers and TPAs; analyzed and interpreted data for trends; peer review customized, client ready reports, submit report to client and reply to any questions the client may have.• Reviewed the summary plan description, plan documents and 5500 filing• Generated new business opportunities through existing clients and client referrals • Developed and reviewed funding projections including the impact of plan design and network changes.

Columbus, Ohio Area

• Consulted with clients on matters of benefit plan design and plan costs• Annual Enrollment Project Manager• Supported sales team by developing and presenting TPA proposals• Identified and initiated numerous process improvements in areas such as reporting and invoicing • Act as Account Executive for TPA business• Instrumental in development of TPA proposal template and contract language• Assisted in writing compliance newsletter for distribution to clients

Columbus, Ohio Area

• Resolved all carrier-related service issues pertaining to client’s employee benefits programs• Advised clients on all aspects of their employee benefit programs including Medical, Dental, Life, LTD, STD, FMLA, COBRA, and HIPAA• Remained current on state and federal regulations pertaining to employee benefit plans• Account Manager for 15 clients; included renewal negotiations, marketing, sales, and service issues

Columbus, Ohio Area

• Requested and analyzed group insurance proposals and reviewed contracts for the following coverages: Life, AD&D, LTD, STD, Stop-Loss, Fully-Insured Medical, Dental, Vision• Negotiated price and contract specifications with insurance carriers• Consulted with clients regarding benefit plan objectives• Managed the RFP process for all health and welfare clients.

Columbus, Ohio Area

• Calculated group medical, dental, and vision premium rates• Calculated benefit and financing change rates• Trained others in above duties• Created training manual for my position