Dan Tidball

Dan Tidball Email and Phone Number

Sr. Account Executive @ Delta Fund Administrators
Dan Tidball's Location
San Francisco, California, United States, United States
Dan Tidball's Contact Details
About Dan Tidball

Dan Tidball is a Senior Account Executive Delta Fund Administrators. I'm responsible for managing and overseeing the account management of two of our larger customers. This includes managing services with each of our vendors and the relationships with both the customer and the vendors as well as managing renewals of each vendor. I oversee the Open Enrollment with Enrollment and ID Cards as well. With more than 30 years of experience in the field of insurance and employee benefits design and strategy, I bring a strong client services and extensive technical background in healthcare delivery models, benefit design, alternative funding arrangements, insurance products, underwriting methodologies, consumer engagement, communications strategies, and contracting.

Dan Tidball's Current Company Details
Delta Fund Administrators

Delta Fund Administrators

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Sr. Account Executive
Dan Tidball Work Experience Details
  • Delta Fund Administrators
    Sr. Account Executive
    Delta Fund Administrators Apr 2024 - Present
    Us
    I have overall Account Management of the customer, including renewal process with our the customer's vendors, Open Enrollment process, Updating ID Cards, Plan Changes, Updating employer portals, quarterly preparation of Board Meetings and Follow up.
  • Peaktpa
    Sr. Director, Client Success
    Peaktpa Nov 2023 - Mar 2024
    Responsible for ensuring TPA Products and services meets current and prospective client operating requirements, resulting in strong client business relationships. Responsible for the oversight of the Client Success team. Responsible for identifying and executing opportunities to promote team efficiencies and continuously improve up client service.
  • Assured Benefits Administrators
    Director Of Aso Account Management
    Assured Benefits Administrators Apr 2022 - Feb 2024
    Dallas, Texas, Us
    Responsible for overseeing Account Management strategies related to client service plans for the entire ASO book of business; retention of existing clients, customer satisfaction, revenue growth, client surveys, and new business; providing program management for clients requiring complex service models; and overseeing the work of other local and national program management staff.
  • Allied Administrators
    Associate Vice President
    Allied Administrators Mar 2021 - Nov 2021
    Oakland, California, Us
    - Understand customer business strategy and identifying opportunities to expand SBP- Refine metrics for operations that reflect the client end-to-end experience and drive improvement in those metrics- Maximize customer retention and renewal- Ensure successful delivery of customer's onboarding
  • Woodruff Sawyer
    Account Manager
    Woodruff Sawyer Mar 2020 - Mar 2021
    San Francisco, Ca, Us
    Responsible for the overall management and service of new and existing business. Acted as an ambassador both internally and externally to Woodruff-Sawyer, commanding a high degree of technical knowledge and the ability to speak confidently about the markets and coverages with Account Executives and Producers to drive strategies and ensured the process moved along smoothly.
  • Sterling Administration
    Director, Account Management
    Sterling Administration Jun 2015 - Mar 2020
    Oakland, Ca, Us
    Manage team of 9 Account Managers and 3 Account Representatives and oversee the renewal process for all products. Also, handle escalated service issues for customers and brokers. Review processes and procedures to identify ways of streamlining to make processes easier for our Customers.
  • Sterling Administration
    Manager, Account Management
    Sterling Administration Jun 2011 - Jun 2015
    Oakland, Ca, Us
    Sterling Administration is a leading national administrator for Health Savings Accounts (HSA), Health Reimbursement Arrangements (HRA), Flexible Spending Accounts (FSA), COBRA, POP, Form 5500 Filing, ERISA Wrap and PPACA Compliance Services. We are a boutique firm, with high-tech offerings including easy online services for accountholders, employers and brokers, and even a smartphone app.
  • Aetna
    National Accounts Account Manager
    Aetna Jun 2006 - Nov 2009
    Hartford, Connecticut, Us
    Strategically managed the service experiences for 15 National Accounts with an emphasis on ensuring this service experience is consistent, high quality and continuously improving.Assessed the needs of large complex clients and ensuring a positive experience through implementation of strategic plans.Lead and advocate in managing strategic-level service programs and through effective process management, ensures that our national service team succeeds in meeting and exceeding the customer service expectations.
  • Cigna Healthcare	Work At Home
    National Accounts Service Manager
    Cigna Healthcare Work At Home Jan 2001 - Jan 2006
    Strategically managed the service experiences for 9 National Accounts with an emphasis on ensuring this service experience is consistent, high quality and continuously improving.Assessed the needs of large complex clients and ensuring a positive experience through implementation of strategic plans.Lead and advocate in managing strategic-level service programs and through effective process management, ensures that our national service team succeeds in meeting and exceeding the customer service expectations.Awarded score of all 5's with 5 being highest score, on Account Management Report Cards from several customers.
  • Cigna Healthcare
    Service Manager/Client Manager
    Cigna Healthcare Jan 1998 - Jan 2001
    Bloomfield, Ct, Us
    Set up a Client Service Unit consisting of 5 representatives. Developed training module and data base used by unit and implemented a new Automated Call Distribution Telephone system and system database for the unit. Responsibilities included hiring, training and managing the group.Maintained a Book of Business consisting of two National Accounts and several smaller accounts (totaling $60 million in premium). Responsible for renewing group health coverage each year. Maintained 100% persistency and assumed overall accountability for these accounts for service and profitability.
  • Cigna Healthcare
    Senior Client Service Specialist
    Cigna Healthcare Jan 1992 - Jan 1998
    Bloomfield, Ct, Us
    Managing group health care customer service for a several national accounts including Comdisco, Inc. and The State of Illinois. Duties included preparing communication pieces, enrollment strategies, benefit presentations, creating health fairs, and acting as the point person between our customers and internal departments within CIGNA HealthCare. Because the unit was identified as one of the most successful within CIGNA HealthCare, I was asked to train many other customer service representatives in how to more effectively service our clients.
  • Cigna Healthcare
    Team Leader/Senior Claims Processor
    Cigna Healthcare Jan 1987 - Jan 1992
    Bloomfield, Ct, Us
    Supervised thirteen claims processors within the Bourbonnais claims office. Under my direction we reduced various error rates to maintain a quality level of 99.5% by developing and providing ongoing training and feedback for this unit. All claims exceeding $5,000 dollars and those involving experimental claims were reviewed and approved by me.
  • Olympic Federal Savings & Loan
    Bank Teller
    Olympic Federal Savings & Loan Jan 1986 - Jan 1987
    Processed bank transactions, consisting of deposits, withdrawals, updates and reconciliation of accounts. If absence of supervisor, acted as lead teller.

Dan Tidball Skills

Management Recruiting Account Management Strategic Planning Underwriting Microsoft Excel Employee Benefits Healthcare Insurance Leadership Strategy Customer Service Health Insurance Training Sales Cobra Benefits Administration Process Improvement Human Resources Onboarding Working With Brokers Group Insurance Process Management Team Building U.s. Health Insurance Portability And Accountability Act Healthcare Management Group Medical

Dan Tidball Education Details

  • Depaul University
    Depaul University
    Business Management And Human Resources
  • Reddick High School
    Reddick High School

Frequently Asked Questions about Dan Tidball

What company does Dan Tidball work for?

Dan Tidball works for Delta Fund Administrators

What is Dan Tidball's role at the current company?

Dan Tidball's current role is Sr. Account Executive.

What is Dan Tidball's email address?

Dan Tidball's email address is dt****@****yer.com

What is Dan Tidball's direct phone number?

Dan Tidball's direct phone number is +181540*****

What schools did Dan Tidball attend?

Dan Tidball attended Depaul University, Reddick High School.

What skills is Dan Tidball known for?

Dan Tidball has skills like Management, Recruiting, Account Management, Strategic Planning, Underwriting, Microsoft Excel, Employee Benefits, Healthcare, Insurance, Leadership, Strategy, Customer Service.

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