Eric Book Email & Phone Number

Kansas City Metropolitan Area

Kansas City Metropolitan Area

Manage daily operations of the Membership and Enrollment Specialists (MES) Team including Call Center, Mail Print Operations and other specialized Project Teams for healthcare exchange members enrolled through the Federally Facilitated Marketplace (ACA), State Based Exchanges (SBE) or through Bright Health direct plans.

Greater San Diego Area

Oversee daily operations of numerous benefits including COBRA, FSA, HRA, HSA, Medical, Dental, Vision, Supplemental Life, LTD, STD, LOA, Commuter, Wellness, Adoption Assistance, Tuition and Professional Development clients. 700,000 K plan participants, 8 direct reports with cross-team collaboration with 35 additional support staff. Interface with other.

Kansas City, Missouri Area

Led support team of 7 direct reports for Plan Service Provider, Health Savings Account, ACA and COBRA clients. Oversaw departmental budget focused on software and plan administration. Collaborated regularly with cross-functional teams with 40 - 50 members on benefit projects, financial analytics, process improvements and project management tasks..

Kansas City, Missouri Area

Consulted daily with clients on software, compliance and benefit plan administration support inquiries through cases, phone, and email. Developed strategies to improve client efficiency. Evaluated and updated software How-to Guides on client Resource Center website, streamlining communications and reducing case inquiries.Identified and prioritized.

Belton And Pleasant Hill, Missouri

Oversaw administrative operations of 350 Flexible Spending Account, Health Reimbursement Arrangement, Health Savings Account, Commuter and Premium Only Plan employer clients. Audited monthly accounting journal entries and accounts receivable to ensure payables were up to date. 7 direct reports. Established standards for maintaining client retention rates.

Belton, Missouri

Interacted and visited clients to discuss flexible benefit strategies. Worked to ensure escalated cases were handled timely and resolved to client satisfaction. Analyzed budget to eliminate unnecessary costs. Developed and maintained vendor relationships. Coached and mentored 5 direct reports.Advised on all compliance-related inquiries and created.

Belton, Missouri

Guided daily relationship management for book of clients, including attending client meetings and benefit fairs, implementations, training and problem solving. Processed all accounting journal entries of transactions and performed daily bank reconciliation process.

Overland Park, Kansas

Tasked with managing daily cash management operations for 8000 clients including processing incoming and outgoing wires, balancing and posting entries for all mutual fund client accounts.Charged with monthly common fund processing and posting to the General Ledger.

Kansas City, Missouri

Charged with leading team and distributing daily processing of Section 125 Tax Savings (Cafeteria Plan) claims and contributions, ensuring plan compliance and delegating client questions and issues for immediate resolution. Liable to ensure compliance of all IRS regulations existing accounts. Audit all accounts for processing errors and facilitate.

Kansas City, Missouri

Examined, audited and processed Section 125 tax savings claims. Answered client phone calls with questions and troubleshooting of issues.Created and processed distribution checks for plan participant.