Julie Raff, Gba Email & Phone Number

Mission Viejo, CA, US

Provided strategic employee benefits consulting to mid and large sized companies. I specialized in alternative funding arrangements (such as self-funding), providing financial direction, explaining complex issues in concise, easy to understand ways, and discovering creative solutions for clients' needs.Implemented Wellness Program Strategies to achieve 50%.

Oversaw management of client accounts, such as led client meetings/presentations, project managed renewal & open enrollment process, led strategic planning, and conducted financial renewal and marketing analysis.Prepared executive summaries, wrote client presentations & communication materials, reviewed & edited summary plan descriptions, reviewed.

Received Core Tenets Award for exhibiting all four of Company's Core Tenets: Trust, Expertise, Advocacy and Value. Conducted negotiations on savings in excess of $7,000,000 through analytical review of renewals, marketing proposals, benefit strategy consulting, and contracts for Human Resources clientele. Coordinated client's move to a "full-replacement".

Managed technical aspects of human resource client accounts exceeding $100,000,000 in benefit costs & co-led client meetings/presentations.Underwrote renewal analysis, projected future annual funding rates for self-funded and insured (participating and non-participating) client accounts, recommended employee contribution changes, and provided financial.

Same as Acquisition Negotiator description below

Led negotiations for $115 million inventory of benefit contracts conducting competitive actions and contract negotiations under Health and Welfare Benefits, Retirements, Stock Options, Tech and Ops Training Development, and Consulting Services Agreements.Obtained award for highest level of accomplishment for Client Focus action & recipient of 1998.

Member of developmental team that converted HRIS system from MSA to SAPCoordinated retirement issues with recordkeeper; reviewed quarterly retirement statements/ reviewed 550s; administered QDROs; and conducted open enrollment for the executive non-qualified retirement plan.Streamlined leave of absence policies to provide consistency nationwide

Supervise Benefits Administrators and Reconciliation Benefits Analyst through day-to-day administration, customer service, enrollment and transition issues.Save company $400,000 by changing from Travelers' point-of-service managed care plan to Prudential's capitated plan, and negotiating and updating contracts.Gain efficiencies by converting 6,000.

Oversaw account managment of client accounts, such as co-led client meetings/presentations, project managed renewal and open enrollment process, lead strategic planning, and conducted renewal and marketing analysis.Negotiated savings in excess of $1,000,000 through analytical review and negotiation of renewals and marketings with insurance carriers.

Supervise, interview, hire, train and evaluate assistant underwriters.Distributed work assignments to underwriters and attend divisional staff goals meetings.Improved underwriters' efficiency by 50% by co-developing and testing Delta's first computerized version for calculating financial administration requirements,which decreased turnaround time on.

Ba, Political Science And Sociology

Activities and Societies: Tennis Team, Student Body Treasurer and became a Certified Scuba Diver.Attended California Lutheran University.

Ba, Political Science And Sociology