• Strategic Account Manager for 80,000+ lives HRA VEBA client with $0.5 billion dollars held in trusts.• Responsible for the administration of participant claims, plan expenses, investments and record keeping of individual participant account balances along with daily detail.• Served as subject matter expert representing Account Management during requirement gathering, design and implementation stages of this project led by the project management organization.• Serve as the direct contact with the client including but not limited to contract management, plan and trust documents, legal review, enhancements to product design, performance metrics reporting, service issues, finance and other applicable areas as needed. • Manage and distribute weekly, monthly, quarterly and annual reporting requirements to client, vendors and board of trustees. Reporting includes but is not limited to claims processing, funds management, audit, service center metrics and financial reporting.• Responsible for presenting multiple trusts financial packages quarterly (Balance Sheet, Income Statement and other customized financial reporting) to the Board of Trustees as well as service provider metrics. Also responsible for the submission of trust board meeting minutes to client.• Create and coordinate with client various communication strategy plans targeting trustees, employers and participants utilizing various media.• Proactive identification of risks, opportunities and revenue targets while communicating with internal departments accordingly using project management skills. • Responsible for strategically managing expectations between client and internal departments.

• Network Analysis Consultant responsible for the network analysis and disruption analysis components on RFPs/RFIs for client sizes of 5,000 lives and greater.• Analyze and illustrate the network accessibility of UHCs provider networks to a customer’s employee or member population, as well as identify disruption risk when evaluating RFPs• Accountable for generating reports, analysis and summary recommendations to assist Business Development and Strategic Accounts departments when responding to RFPs on new business or new business on existing accounts as well as run ad hoc inquiries and answer questions to support business opportunities• Create Excel spreadsheets, Access database reports or other data files to summarize and/or present the requested network access information• Participate on strategy calls working closely with Sales personnel; Strategic Account Executives, external consultants, external customers and other internal organizations to determine the details of the incoming requests and develop a work plan to meet those requests.• Face out role to many internal areas throughout Uniprise (division of UHC) and created effective, credible working relationships internally with customers and consultants, in order to properly educate key stakeholders on report analysis information to help drive the sales process.

• Client Services Manager for organization’s largest outsourcing client and their clients• Responsible for retaining clients and developing relationships• Effective liaison between the clients and the various departments within Meritain Health• Servicing clients with the knowledge of the wide variety of systems, processes and procedures• Responsible for issue identification and correction for clients• Negotiate and problem solve with various departments when processes or procedures need to be updated or changed• Responsible for mentoring Meritain Health customer service in order to provide the representatives with knowledge to effectively manage client’s calls• Expert in Consumer Driven Health Care Plans (CDHPs) such as health savings accounts (HSAs), flexible spending accounts (FSAs), health reimbursement accounts (HRAs) and premium only plans (POPs).• Responsible for hosting client visits• Responsible for strategic planning with Account Manager regarding client’s needs and process improvement initiatives

• Responsible for the planning and implementation of new technology, programs and value-added services to enhance the benefits department along with increasing value to clients• Launched Real Value Statements detailing the total value of insurance to employees• Managed fully-insured medical benefit plan designs from PreferredOne, HealthPartners, MEDICA and BlueCross BlueShield of MN for a small group marketing application developed by a project manager and myself• Responsible for marketing various lines of coverage for prospective and existing clients• Responsible for managing marketing information of various lines of insurance such as medical, dental, life, STD, LTD and vision

• Responsible for launching value-added service purchased by organization providing employees and employers with access to all lines of coverage and benefit information employer purchased• Analyzed and interpreted medical, dental, life and other supporting benefit plan contracts and SPDs • Used technology to assist Account Executives effectively analyze and organize data