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 leaders regarding methodologies, metrics, strategies, and deliverables. Spearhead software administration, compliance and lead on project… Show more 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 leaders regarding methodologies, metrics, strategies, and deliverables. Spearhead software administration, compliance and lead on project management and plan implementation support. Resolve client escalations. Lead operational meetings and 1:1’s. Show less

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. Accountable for composing client-facing guides for new software deployments and provided training webinars impacting over 1M plan… Show more 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. Accountable for composing client-facing guides for new software deployments and provided training webinars impacting over 1M plan participants, decreasing number of case inquiries and freeing staff to work on other projects.Cross team collaboration as member of Project Management team, planning, testing, troubleshooting, and deploying 3 - 4 new software releases each year, improving functionality and ease of administration.Partnered with brokers, clients, and file vendors, ensuring EDI files setups for FSA, HSA, Commuter and COBRA benefits met 2 - 5 business day SLAs, avoiding fee concessions. Coordinated with Legal Team on all new and updated Plan Service Provider contracts, providing initial draft to client, negotiating contract terms, and saving long-term client relationships. Show less

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 department processes and procedures already in place, creating documents for unclassified processes in central file location… Show more 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 department processes and procedures already in place, creating documents for unclassified processes in central file location, including authoring new processes. Show less

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 of 98% or higher each year. Coordinated as Trust Committee executive on compliance, , marketing, strategy development and… Show more 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 of 98% or higher each year. Coordinated as Trust Committee executive on compliance, , marketing, strategy development and trust payout approvals. Show less

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 IRS-regulated Plan Documents and Summary Plan Descriptions (SPD) for all clients, keeping clients compliant with IRS and avoiding large… Show more 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 IRS-regulated Plan Documents and Summary Plan Descriptions (SPD) for all clients, keeping clients compliant with IRS and avoiding large fines. Audit monthly invoicing of client accounts and ensure accounts receivable and payable are up to date. Show less

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 corrections where necessary. Attended client meetings and benefit fairs to promote service model.

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.