Cathy Chapman Email & Phone Number

Ladera Ranch, CA, US

Ladera Ranch, CA, US

Ladera Ranch, CA, US

Maintain strong relationships with benefit clients, producers and carrier representatives. Help to manage renewals and marketing required for existing and new accounts. Conduct enrollment meetings and participate in health fairs to better educate employees of their benefit packages offered at their employer.

Attend annual health fairs to present benefit plan to employees of our benefit clients and provide benefit support to employers during annual enrollment periods.

Oakland, California, US

Initiate and analyze customer survey data and compile executive presentations, develop blog style communications to educate and inform Account Management team, assemble and update weekly status reports to evaluate the migration conditions, and provide support as a Project Coordinator to Account Managers with existing books of business.

San Francisco, CA, US

Provided administrative support for the benefits team- on an as needed basis. Completed two annual benefit surveys and assisted in the completion of 5500's for the clients of Woodruff-Sawyer. (this was a project based position)

Manage all aspects of service for benefit clients, including -Benefit program design -Annual rate and benefit carrier negotiations -Communications and assistance in employee educationMentor support staff.

US

Provided technical and marketing support to Employee Benefit producers. Coordinated the marketing and proposal production for existing and prospective clients.. Served as an advocate for our clients and their employees to resolve billing, claim and policy issues with our many carriers.

Managed the self funded administration and customer service department of a large third party administrator. Providing support with COBRA administration, maintained eligibility and billing systems and worked as a liaison between carriers and our clients.