• Design organizational benefits strategy, including client sponsored Stitch administrated benefit program offerings with national carriers.• Cultivate and maintain relationships with key decision-makers at medical practices to understand benefit needs and present customized solutions.• Develop and execute effective sales strategies to achieve revenue targets.• Collaborate with sales team to identify potential clients, develop solution strategy, and participate in client presentations.• Oversee the administration of employee benefits programs, ensuring accurate and efficient delivery of services.• Assist clients with plan design, implementation, and ongoing management of employee benefits programs.• Educate clients on industry trends, compliance requirements, and best practices related to benefits administration.• Collaborate with internal teams to develop innovative benefit offerings and ensure alignment with client needs.• Manage benefit administration system implementation and electronic onboarding.• Serve as the primary contact for clients regarding benefit plan inquiries, escalations, and issue resolution.• Conduct benefit plan reviews and audits to ensure compliance, cost-effectiveness, and employee satisfaction.• Conduct client training sessions to educate and empower HR administrators and employees on benefits enrollment, utilization, and self-service tools.• Ensure compliance with regulations such as HIPAA, ERISA, ACA, and COBRA.• Prepare and distribute benefits-related communications, including SPDs, Annual Notices, and enrollment materials.• Collaborate with compliance team to conduct audits, assessments, and internal reviews.• Generate reports on benefits utilization, cost analysis, and program effectiveness for stakeholders.• Stay up-to-date with industry regulations, trends, and changes in benefit plans to provide proactive guidance to clients.

• Organizing regularly scheduled communications with all existing Self-Funded clients and internal contacts to determine how BRMS can meet client needs.• Reviewing Self-Funded client accounts on a monthly basis.• Building strong relationships with client HR teams, senior managers, and other key stakeholders.• Managing BRMS Self-Funded client and benefit plan renewals from beginning-to-end with input from the AE.• Responsible for obtaining and revising necessary information on Self-Funded client accounts and completing all activities as required.• Cross-departmental collaborations with new client implementations.• Preparing, managing, understanding and providing critical review of frequent reports.• Ensuring execution of service contract and any renewal adjustments by working with finance, sales and technology teams.• Exhibiting strong technical knowledge of industry, products, and compliance requirements, including plan programming and dates.• Working internally to create and maintain plan documents.• Mediating between client and stop loss carriers.• Creating and updating plan documents during and after Implementation.• Creating and updating ID cards during and after Implementation.• Maintaining PPO Network contract application and Plan Cost Reports.• Responding to Anthem Blue Cross and other carrier Utilization Management update requests.• Appropriately escalating issues and opportunities to Upper Management as needed.• Providing feedback to assist in the creation of performance improvement goals and development of training programs.• Conducting ongoing training to team members to make certain the quality of service delivered to BRMS customers achieves and exceeds company and productivity standards.• Reviewing daily and monthly reports, transactions, and trends, and provide feedback to team members and Upper Management.

** Alera Group acquired Lumity eff 7/1/2022 **• Acting as a project manager / coordinator for all client special projects (operational initiatives & technology initiatives) including annual open enrollment, managing the annual renewal process in tandem with multiple departments across our global Health Solution teams• Responsible for managing high-growth technology client relationships by actively servicing and retaining accounts as well as recognizing new business opportunities• Participating in the account implementation process of vendor health solutions including 3rd party benefit administration support systems, assisting with technical & process best practices to help build expectations for future relationship• Participating with and/or coordinating other global teams regarding client specific issues including Benefit Analysts, Compliance Support, International Benefits, Broking, and Benchmarking• Demonstrating knowledge of all lines of coverage & services for each client, (fully insured, level-funded, traditional self-funding, captives, medical, dental, life, AD&D, LTD, STD, vision, EAP, voluntary benefits, COBRA administration, ACA compliance, Sec 125 administration, commuter benefit administration, HSA administration, 401k administration, wellness programs, ben admin system support, etc.)• Initiating follow up with clients, client employees, plan vendors and third-party administrators for various benefit programs to resolve problems, providing coverage guidance and education, answering questions and providing correspondence and financial reporting as needed including billing / premium audits• Proposing solutions reflecting underlying strategic business needs and/or industry best practices that deliver client value• Working with Benefit Analysts & Benefits Consulting teams to prepare reports, quotes and coverage, based on client needs and maintaining proprietary agency management record-keeping system including follow-up actions accordingly

** Alera Group acquired Lumity eff 7/1/2022 **• Acting as a project manager / coordinator for all client special projects (operational initiatives & technology initiatives) including annual open enrollment, managing the annual renewal process in tandem with multiple departments across Lumity's global Health Solution teams• Responsible for managing high-growth technology client relationships by actively servicing and retaining accounts as well as recognizing new business opportunities• Participating in the account implementation process of vendor health solutions including 3rd party benefit administration support systems, assisting with technical & process best practices to help build expectations for future relationship• Participating with and/or coordinating other global teams regarding client specific issues including Benefit Analysts, Compliance Support, International Benefits, Broking, and Benchmarking• Demonstrating knowledge of all lines of coverage & services for each client, (fully insured, level-funded, traditional self-funding, captives, medical, dental, life, AD&D, LTD, STD, vision, EAP, voluntary benefits, COBRA administration, ACA compliance, Sec 125 administration, commuter benefit administration, HSA administration, 401k administration, wellness programs, ben admin system support, etc.)• Initiating follow up with clients, client employees, plan vendors and third-party administrators for various benefit programs to resolve problems, providing coverage guidance and education, answering questions and providing correspondence and financial reporting as needed including billing / premium audits• Proposing solutions reflecting underlying strategic business needs and/or industry best practices that deliver client value• Working with Benefit Analysts & Benefits Consulting teams to prepare reports, quotes and coverage, based on client needs and maintaining proprietary agency management record-keeping system including follow-up actions accordingly

• Acting as a project manager / coordinator for all client special projects (operational initiatives & technology initiatives) including annual open enrollment, managing the annual renewal process in tandem with multiple departments across Aon's global Health Solutions team• Responsible for managing high-growth technology & healthcare client relationships by actively servicing and retaining accounts as well as recognizing new business opportunities• Participating in the account implementation process of vendor health solutions including 3rd party benefit administration support systems, assisting with technical & process best practices to help build expectations for future relationship• Participating with and/or coordinating other global Aon departments regarding client specific issues including Analyst Pool, Compliance Support, International Benefits, Broking, and Benchmarking• Demonstrating knowledge of all lines of coverage & services for each client, (fully insured, level-funded, traditional self-funding, captives, medical, dental, life, AD&D, LTD, STD, vision, EAP, voluntary benefits, COBRA administration, ACA compliance, Sec 125 administration, commuter benefit administration, HSA administration, 401k administration, wellness programs, ben admin system support, etc.)• Initiating follow up with clients, client employees, plan vendors and third-party administrators for various benefit programs to resolve problems, providing coverage guidance and education, answering questions and providing correspondence and financial reporting as needed including billing / premium audits• Proposing solutions reflecting underlying strategic business needs and/or industry best practices that deliver client value• Working with Analyst Pool & Marketing department to prepare reports, quotes and coverage, based on client needs and maintaining proprietary agency management record-keeping system including follow-up actions accordingly

• Acting as a project manager / coordinator for all client special projects (operational initiatives & technology initiatives) including annual open enrollment, managing the annual renewal process in tandem with Lumity Benefits Consulting team• Responsible for managing high-growth technology client relationships by actively servicing and retaining accounts as well as recognizing new business opportunities• Participating in the account implementation process of proprietary Lumity software and/or 3rd party benefit administration support systems, assisting with technical & process best practices to help build expectations for future relationship• Participating with and/or coordinating other Lumity departments regarding client specific issues including Client Employee Customer Service, Compliance Support, Billing Support, Payroll Support, Operations (including management of EDI feeds), Marketing, Product Development and Benefits Consulting teams.• Demonstrating knowledge of all lines of coverage & services for each client, (medical, dental, life, AD&D, LTD, STD, vision, EAP, voluntary benefits, COBRA administration, ACA compliance, Sec 125 administration, commuter benefit administration, HSA administration, 401k administration, wellness programs, ben admin system support, etc.)• Initiating follow up with clients, client employees, plan vendors and third-party administrators for various benefit programs to resolve problems, providing coverage guidance and education, answering questions and providing correspondence and financial reporting as needed including billing / premium audits• Proposing solutions reflecting underlying strategic business needs and/or industry best practices that deliver client value• Preparing reports, quotes and coverage, either independently or in tandem with the Benefits Consulting team, based on client needs and maintaining proprietary agency management record-keeping system including follow-up actions accordingly

• Responsible for managing client relationships by actively servicing and retaining accounts as well as developing new business opportunities• Demonstrating knowledge of all lines of coverage & services for each client, (fully insured, level-funded, self-funding, captives, medical, dental, life, AD&D, LTD, STD, vision, EAP, voluntary benefits, COBRA administration, ACA compliance, Sec 125 administration, commuter benefit administration, HSA administration, 401k administration, wellness programs, ben admin system support, etc.)• Initiating follow up with clients, client employees, plan vendors and third-party administrators for various benefit programs to resolve problems, providing coverage guidance and education, answering questions and providing correspondence and financial reporting as needed - weekly funding requirement reports, monthly budget reports, annual budget reports and billing / premium audits• Managing annual renewal process; preparing renewal presentation to include marketing analysis, strategic planning initiatives, contribution analysis, network analysis, benchmark studies and benefits compliance• Preparing, reviewing and monitoring various client-related information such as premiums, policies, claims, applications, changes, etc• Proposing solutions reflecting underlying strategic business needs and/or industry best practices that deliver client value• Ensuring client policy changes are in scope, justified and agreed to by key stakeholdersEducating, advising and aiding clients on all Compliance topics including, but not limited to: ERISA, COBRA, FMLA, 5500s and Health Care Reform• Preparing reports, quotes and coverage based on client needs and maintaining agency management record-keeping system including follow-up actions accordingly• All other duties pertaining to servicing accounts and/or other duties as assigned from time to time including routine accounting functions (AP/AR) and IT support

• Responsible for identifying latest trends in the market in order to gain new business by identifying various opportunities for assigned list of business clients – sole proprietorships, general partnerships, limited liability partnerships, limited liability corporations, s-corps and c-corps• Demonstrating knowledge of all lines of coverage for each client, (medical, dental, life, AD&D, LTD, STD, vision, EAP, voluntary coverages, etc.)• Developing working knowledge of carrier administration guidelines (pre-ex, waiver of premium, COBRA, billing, conversion, etc)• Educating, advising and aiding clients on all Compliance topics including, but not limited to: ERISA, COBRA, FMLA, 5500s and Health Care Reform• Preparing, distributing, and following up on carrier marketing and proposal evaluation• Assisting Employee Benefit Specialists with administrative coordination and conducting carrier, client and/or open enrollment meetings• Maintaining healthy work relationships with Employee Benefit Specialists, insurance company representatives, clients and client representatives (e.g. outsourced CPA firm, law firm, etc)• Developing new strategies for increasing the profitability of existing insurance policies and encouraging clients to use value added services when beneficial for client• Monitoring the performance of the insurance policies and reporting to Employee Benefit Specialists and staff further up the corporate chain• Working with underwriters and insurance company representatives to amend client insurance policies according to the demand and/or benefit of clients• Managing client expectations by responding promptly to client questions and requests, voice and e-mail messages

• Responsible for serving as a company contact and representative for insurance coverage assistance/ inquiries - including Professional Liability, Commercial Property & Worker's Compensation• Ensuring the retention and satisfaction of TDIC Insurance Solutions' customers (CDA members) by responding to inquiries (via phone, fax, email and/or traditional mail) pertaining to new business development• Developing a coordinated protection plan by calculating and quoting rates for immediate coverage action and long-term strategy implementation• Obtaining underwriting approval by working with clients to complete application submissions• Completing coverage by delivering policy, planning future follow-up visits and evaluations of client needs• Updating job knowledge by participating in educational opportunities, reading professional publications and maintaining personal networks• Occasional travel for company marketing and business development

• Serving as a company contact and representative for all in-force policies• Ensuring the retention and satisfaction of TDIC Insurance Solutions' customers (CDA members) by responding to inquiries (via phone, fax, email and/or traditional mail) pertaining to insurance plan billings, coverage, claims, rates, account status and eligibility, in an accurate and timely manner• Processing paperwork for TDIC Insurance Solutions and carriers which include additions, deletions, confirmation letters, data entry forms, adjusting invoices, changing beneficiaries, and issuing certificates of insurance• Maintaining a working knowledge of the sponsored plans; keep reference materials current; keep abreast of carrier changes and marketing campaigns.• Maintaining accurate records & documentation• Other projects and assignments as directed by supervisor; refer new business to the Sales department.

• Responsible for responding to call center inquiries and orders via telephone, fax and EDI (Electronic Data Interchange) from referral sources and homecare patients.• Documenting referral requests for coordination of care.• Providing information on home healthcare equipment supplies and services.• Assisting walk-in patients with the selection of home healthcare equipment, supplies and services.• Resolving patient complaints by identifying problems and coordinating appropriate corrective action.• Assessing patient needs and promoting company products and services.• Complying with and adhering to all regulatory compliance areas, policies, procedures and "best practices".

• Responsible for driving sales and revenue by assisting customers in the process of filling out Part D enrollment aplications in call center via proprietary software system • Meeting daily and monthly enrollment and performance goals• Remaining current on Medicare products and processes in a multi-product environment• Assisting Medicare eligible clients in understanding the Part D enrollment process, and walking through each step of the application• Meeting all compliance rules set forth by eHealthInsurance, its carrier partners and Center for Medicare & Medicaid Services

• Responsible for locating and proposing potential business deals by conducting business development outreach to discover and explore opportunities• Screening potential clients by analyzing market strategies, partnership requirements and company documentation• Serving as a link between insurance company partners and small, medium and large clients• Utilizing insurance knowledge including marketplace knowledge to identify suitable policies for client needs• Gathering information from clients to assess risk management needs• Conducting policy research from a multitude of insurance companies• Negotiating with insurance company partners for best policy terms on behalf of clients• Advising and administratively supporting clients through claims processing; inputting client data into proprietary company software to generate quotes and specific policy information• Keeping detailed record of communications made with clients• Preparing company documentation of current & prospective clients for insurance underwriters; closing new business deals by coordinating requirements• Delegating tasks to Employee Benefit Account Managers as needed and overseeing the process• Updating job knowledge by participating in educational opportunities• Reading professional publications• Maintaining personal networks; participating in professional and civic organizations• Performing job functions of Employee Benefits Account Manager as needed

• Responsible for identifying latest trends in the market in order to gain new business by identifying various opportunities for assigned list of business clients – sole proprietorships, general partnerships, limited liability partnerships, limited liability corporations, s-corps and c-corps• Demonstrating knowledge of all lines of coverage for each client, (medical, dental, life, AD&D, LTD, STD, vision, EAP, voluntary coverages, etc.)• Developing working knowledge of carrier administration guidelines (pre-ex, waiver of premium, COBRA, billing, conversion, etc)• Preparing, distributing, and following up on carrier marketing and proposal evaluation• Assisting Employee Benefit Specialists with administrative coordination and conducting carrier, client and/or open enrollment meetings• Maintaining healthy work relationships with Employee Benefit Specialists, insurance company representatives, clients and client representatives (e.g. outsourced CPA firm, law firm, etc)• Developing new strategies for increasing the profitability of existing insurance policies and encouraging clients to use value added services when beneficial for client• Monitoring the performance of the insurance policies and reporting to Employee Benefit Specialists and staff further up the corporate chain• Working with underwriters and insurance company representatives to amend client insurance policies according to the demand and/or benefit of clients• Managing client expectations by responding promptly to client questions and requests, voice and e-mail messages

• Responsible for assisting Employee Benefit Account Managers with daily duties including developing working knowledge of carrier administration guidelines (pre-ex, waiver of premium, COBRA, billing, conversion, etc)• Assisting Employee Benefit Account Managers and Employee Benefit Specialists with coordination and conducting carrier, client and/or open enrollment meetings• Maintaining healthy work relationships with Account Managers and Employee Benefit Specialists and insurance company representatives• Working with underwriters and insurance company representatives to amend client insurance policies according to the demand and/or benefit of clients• Managing client expectations, when instructed by Employee Benefit Account Managers and/or Employee Benefit Specialists, by promptly following up to client questions and requests, voice and e-mail messages• Taking initiative and ownership with assigned projects; following through on all aspects of assignment, initiating reminders for information needed to complete tasks

• Responsible for maintaining human resource records by recording new hires, transfers, terminations, changes in job classifications, merit increases• Tracking vacation, sick, and personal time• Orienting new employees by providing orientation information packets; reviewing company policies; gathering withholding and other payroll information• Distributing payroll • Administering employee benefits program by advising employees of eligibility; providing application information; helping with form completion; explaining and obtaining signatures for benefit programs; verifying submission; notifying employees of approvals • Avoiding legal challenges by complying with legal requirements • Monitoring unemployment claims by reviewing claims; substantiating documentation; requesting legal counsel review • Documenting human resources’ actions by completing forms, reports, logs, and records• Maintaining manager and employee confidence by keeping human resources information confidential • Maintaining healthy work relationships with Human Resources Manager, employees and third party vendors including payroll administration company and legal firm • Updating job knowledge by participating in continuing education opportunities• Reading technical publications• Performing job functions of Human Resource Manager as needed

• Responsible for resolving user problems by communicating with end users and by translating technical problems from end-users to technical support staff• Installing hardware, software, and peripherals; running diagnostic software• Utilizing mainframe and/or client server software to provide system security access• Accommodating user requests for computer hardware and software• Receiving, logging and tracking all calls from users related to network, printing, PC and smartphone issues• Performing complex computer operation tasks acting under general supervision• Assisting with development of operational procedures• Organizing and maintaining various IT files and companywide hardware and software inventory• Researching technology, vendors and other sources• Training others in workflow procedures and directing the work of others on a project basis