Brooke Norris Email and Phone Number

Support a book of business of both self funded and fully insured clients as it relates to marketing, claims and administration of plan designsResearch discrepancies, implement and resolve policy related issuesUse discretion and independent judgment when analyzing industry trends and provide feedback to client teamRecommends and implement potential enhancements or improvements to processes, products, and/or policiesDevelop financial models and reports for clients, provide interpretation and implication of analysis, as well as recommendationsResponsible for creating and processing request for proposals (RFPs) and any other client reportsConduct, create, and interpret benefit benchmarking studies, design plan comparison reports, and client marketing materialsInterpret clients’ current plan and identify and recommend opportunities to expand lines of coverageParticipate in negotiations with carriers for new and renewal quotesFacilitate and oversee the processing of open enrollment and plan changesEstablish and maintain relationships and interfaces with clients, carriers, and other vendorsResearch and understand industry trends, carrier product offerings, and emerging trendsUnderstand governmental compliance/regulations to educate clientsServe as point contact for clients day-to-day questions and issues, as well as main carrier contact

Service book of business consisting of both self funded and fully insured clients ranging from 50-1,200 in sizeRespond to client’s inquiries, maintain documentation of communications, existing issues, and issue resolutionsSupport implementation of new lines of coverage by setting up account, collecting needed documentation, and reviewing plan details with client and carrierManage yearly renewal process; RFP marketing, spreads, and presentationsReceive and review medical, dental, vision, life, and disability policiesInput client information into data management system, ensuring accuracy and completenessGenerate materials for client presentations and meetingsCreate and send compliance communications as neededOversee monthly trend reporting and communications for entire book of business

Work with clients to create yearly employee-facing benefit guides, along with other benefits communication materials (e.g. HSA education, open enrollment reminders, etc.)Responsible for client compliance updates including HIPAA guidelines, wrap documents, cafeteria plans, 5500 filings, enrollment audits, etc. Closely work with Account Executive and Team Lead to analyze market proposals for comparison of benefits, premiums, rate guarantees, and competitivenessPerforms client benchmarking and analysis Communicate with vendors to solve client problems, collect financial reports, and prepare data for monthly reportingServices client accounts through developing monthly trend reports, plan year renewals, troubleshooting issues, and working with the team on insights into monthly benefits spendingSupport account service team on 22 clients, both fully insured and self-funded

Started by working as a floating Benefits Analyst between 4 teams handling monthly trend reporting, formatting and sending client invoices, and creating benefit guidesGrew to be the main support for 2 teams managing client communications, reporting, and compliance updates

Specialized in placing sales management talent within the packaging and packaging equipment industry as it relates to Food and BeverageWorked with leading names within the industry to fill permanent sales roles within their companyQualified candidates and coached them through the interview process on a daily basisMaintained a close group of candidate and client contacts within the industry Made 3 high-level placements within first 3 months of the position

Worked closely with the Vice President of Community Impact, Vice President of Development, and CEO to perform daily tasksTrained on grant software to research potential grants and became familiar with previousgrant applications submitted by UWBV Developed a plan for grant applications and began draft applications for selected grantsAssisted CEO/VP Community Impact with event related tasks as they arose including compiling lists of attendees, researching donors & data, making phone calls to potential donors, assembling packets of information,, etc.Assisted on Resource & Project Coordinator projects and performed donation tracking responsibilitiesAided in and facilitated many strategic planning projects. With little direction, planned, implemented, and executed many internal and external projects, as well as performed some HR dutiesResponsible for helping start the first annual Jingle Book Bash, providing kids with free books around the holidays to encourage reading