Laura Josephson Email & Phone Number

Florida, United States

Home Health Network Optimization

Greater Tampa Bay Area

Tampa/St. Petersburg, Florida Area

Tampa/St. Petersburg, Florida Area

Process Improvement Analyst

Tampa/St. Petersburg, Florida Area

Charlotte, North Carolina Area

• Developed financial modeling for client teams including IBNR reporting; medical, dental, and vision pricing
• Attended off-site client meetings to present recommended strategy actions for upcoming benefit year
• Complied and analyzed data across client’s Total Rewards platform to create a competitive and cost effective strategy
• Managed Medical and Health Advocacy RFP process for clients ensuring successful implementation of new vendors
• Served as office lead for internal surveys benchmarking clients benefit plan designs
• Maintained knowledge of current benefit landscape and worked with clients to ensure plans were competitive and compliant with Affordable Care Act

Boston, MA

• Helped develop financial modeling for client teams including IBNR reporting; medical, dental, and vision pricing
• Completed various different internal surveys benchmarking clients benefit plan designs
• Compiled and summarized vendor responses for medical and wellness RFPs
• Communicated with various vendors to ensure competitive renewal rates
• Responsible for monthly data reporting deliverables across client teams
• Assisted with administrative tasks including reviewing plan documents and SPDs, and ensuring professional excellence across client teams

Boston, MA

• Responsible for the settlement of trades in the Quantitative International, Quantitative Domestic, and International Active markets
• Communicated daily with brokers and custodian banks to identify trade issues and ensure timely settlement
• Advised custodian banks on potential buy-ins
• Monitored Bloomberg for updates on corporate actions and pricing
• Aided in successful transition of new account system organization
• Assisted in reducing fail trades list to zero on a daily basis

Boston, MA

• Designed and updated quarter end performance materials for distribution to subadvisers and investors
• Created, organized, and published collateral and presentation materials for Retirement Symposiums and Investment Seminars
• Maintained, edited, and redesigned mutual funds’ website accessed by the public, adviser, and internal professionals
• Assisted department in ad hoc administrative duties to help the department stay efficient and organized
• Adapted job responsibilities daily to compensate for coworkers who left the department
• Aided Senior Vice President of Mutual Funds Marketing in her daily responsibilities