Julie Raff, Gba Email and Phone Number
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* Managed book of business for human resource accounts exceeding $35 million in benefits cost specializing in national/multi-site accounts* Orchestrated and implmented solution strategies for clients in areas of Wellness, On-line Enrollment, and High Deductible Consumer Driven Health Plans.* Managed technical aspects of human resource client accounts exceeding $100 Million in benefit costs & co-lead client meetings/presentations.* Underwrote renewal analysis, projected future annual funding rates for self-funded and fully insured client accounts* Achieved Spot Bonus Award for Technical Lead RoleSpecialties: * Specialized in examining alternative funding options, negotiating renewals and marketings (rates and terms), preparing employee communication and open enrollment strategies, implementing client activities on-going, and orchestrating on-line enrollment solutions.* Analytical experience includes medical, dental, life, vision, LTD, STD, FSA, COBRA, PPO, EPO, POS managed care and keeping up-to-date on federal laws, state laws, industry trends and product changes.
Andreini And Company
View- Website:
- andreini.com
- Employees:
- 154
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Employee Benefits Manager/Sr. Account ExecutiveAndreini And Company Dec 2010 - Present -
Avp, Senior ConsultantLockton Insurance Brokers, Llc Jun 2006 - Mar 2010Provided 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% participation in Biometric Screenings/Health Risk Assessments, with a $0 dollars client budget.Achieved cash flow savings to client's medical plans in excess of $2,200,000 over a four year period by implementing strategies to move client from fully insured to self-funding
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Account ExecutiveAbd Insurance And Financial Services Apr 2006 - May 2006Oversaw 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 contracts, conducted vendor management, provided compliance guidance & training (such as HIPAA & Form 5500's) and resolved claim issues. Mentored members of staff on underwriting, negotiation, benefit and pricing analysis techniques.
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Senior Technical ConsultantAbd Insurance And Financial Services Mar 2001 - May 2006Received 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" Health Reimbursement Account (HRA) high deductible plan and move from fully insured to self-funded account. Obtained Spot Bonus Award in month of April, 2006 for Technical Lead role that helped retain client business following the departure of Team Leader in December, 2005. Organized strategies on a technology client with 800 employees that accounted for hard dollar savings of $419,623 in stop loss and administration fees, $543,985 in additional "soft dollar" claim liability savings.; Managed book of business for accounts exceeding $35,000,000 in benefit costs specializing in national/multi-site and bi-lingual accounts. (Account Manager is bi-lingual) Examined alternative funding options, negotiated client renewals and marketings (rates and terms), prepared employee communication strategies, implemented client activities on-going, and conducted on-line enrollment solutions.Analyzed health & welfare coverages including: medical, dental, long and short term disability, vision, life, flexible benefits, FSA, COBRA, PPO, EPO, POS managed care and kept up-to-date with federal laws, state laws, industry trends and product changes
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Sr. Technical ConsultantAbd Ins Sep 2002 - Mar 2006Managed 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 consulting. Mentored members of staff on underwriting, negotiation, benefit and pricing analysis techniques.
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Vp, Commodity LeaderBankamerica Corp Oct 1998 - Jun 2002Same as Acquisition Negotiator description below
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Vp, Acquisition NegotiatorBank Of America Corp Feb 1997 - Sep 1998Led 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 Outstanding Y2K Contributor Award.Conducted project using new E-sourcing tool for Technology Training project between six Suppliers that cut costs by 50% & reduced contract negotiations down to 3 weeks.
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Senior Benefits SpecialistNational Semiconductor Sep 1995 - Nov 1996Member 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 -
Benefits SpecialistCharles Schwab & Co., Inc. Apr 1994 - Aug 1995Supervise 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 employees nationwide from paper to telephone enrollment
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Technical AnalystMercer 1990 - 1994Oversaw 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. -
Senior Underwriter/UnderwriterDelta Dental Plan Of California Sep 1982 - May 1990Supervise, 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 marketing requests by 29%.Acquired and retained national large accounts and underwrote prospective client marketings.
Julie Raff, Gba Skills
Julie Raff, Gba Education Details
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Political Science And Sociology -
Political Science And Sociology
Frequently Asked Questions about Julie Raff, Gba
What company does Julie Raff, Gba work for?
Julie Raff, Gba works for Andreini And Company
What is Julie Raff, Gba's role at the current company?
Julie Raff, Gba's current role is Employee Benefits Manager / Sr. Account Executive.
What is Julie Raff, Gba's email address?
Julie Raff, Gba's email address is ju****@****raff.us
What is Julie Raff, Gba's direct phone number?
Julie Raff, Gba's direct phone number is +194921*****
What schools did Julie Raff, Gba attend?
Julie Raff, Gba attended San Francisco State University, California Lutheran University.
What skills is Julie Raff, Gba known for?
Julie Raff, Gba has skills like Employee Benefits, Insurance, Health Insurance, Human Resources, Training, Strategy, Leadership, Cobra, Health Savings Accounts, Management, Life Insurance, Disability Insurance.
Who are Julie Raff, Gba's colleagues?
Julie Raff, Gba's colleagues are Bonnie Atnip, Michele Boling, Marlene Murphy- Work, Davide Brutti, Randy Viglienzone, Jeff Tebow, Donna Fortunato/rodriguez.
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