Consult, manage, and strategize employee benefits for complex Self-Insured and Fully-Insured Large Groups in US and Canada. Manage book of business worth 1 million + in revenue. Daily functions include but not limited strategic benefit planning, vendor management, financial analytics, benefit marketing, rate negotiation, compliance support, and resolving escalated client member benefit issues. Expertise in multiple employee benefits lines; Medical (USA), Medical Supplement (Canada), Medical (International), Stop Loss (Reinsurance), Third Party Administration (TPAs), Pharmacy Benefit Management (PBMs), Ben Admin Platforms, Dental, Vision, Life, Disability, Health Savings Accounts (HSAs), Flexible Spending Accounts (FSAs), Health Reimbursement Accounts (HRAs), Employee Assistance Programs (EAPs) Section 125 Plans, COBRA, Voluntary/Worksite, Retirement, Reference Based Pricing, Alaska/Hawaii benefits ect. Create and present Claim Analytics, Projections, Employee Benefit Contributions, Benchmarking Reports, Benefit Renewal Presentations, Open Enrolment Materials, Employee Benefit Guides, Wellness Materials, and Compliance materials. Industry experience includes but not limited to Aviation, Banking, Tech, Tourism, Tribal Government Contracting, Davis Bacon, Casinos, School Districts, Union Benefits, Manufacturing, Agriculture, Fisheries, and Non-Profit.

Analyst for 26 client accounts encompassing a total of 15,000+ members. Specialization in Self-Funded Large Groups, School Districts (WEA) and Fully-Insured Large Groups. Analyzed and prepared reporting packages for client financial meetings throughout the calendar year including Pre-Renewal, Mid-Year, Renewal, and Post-Renewal. Reporting packages include not limited to:• Market analysis• Renewal rate and funding projections and modeling• Analysis of claims utilization• Plan modeling and cost reduction strategy• Technical analysis of group insurance contracts and financial arrangements.Served as primary contact with insurance carriers on new business quotes and renewals. Activities included but not limited to:• Requesting quotes through developing RFPs• Benefit contract reviews with Specialization in Stop Loss and RFIs• Negotiation of rates and benefit features• Preparing renewal and new option proposals• Project management and strategy guidance for Brokers and Client Managers

Cambia has a portfolio of companies offering various insurance plans (including Blue Cross Blue Shield Brands) pharmacy benefit management, and other lines of protection. I worked in the legal department for Cambia overseeing the development of medical, dental, and vision insurance contracts.• Responsible for the development of underwritten contracts/booklets, payment schedules, and self-funded plan documents/summary plan descriptions from the proposal phase to the issuance of closing documentation for self-funded plans, off-exchange independent plans, on-exchange independent plans, small group plans, and large group plans.• Act as a liaison/ benefit expert between brokers, sales execs, underwriters, and group representatives. • Negotiate contracts, research problem issues, and serve as a “client manager” for the customer.• Work with the Office of Insurance Commission to ensure timely and accurate filings of contracts and supporting documentation.• Work with the Office of Insurance Commission to mitigate filing disputes, objections, and other compliance concerns.

Collins Group is a North West based fundraising consulting firm. I coordinated various client projects including multimillion dollar fundraising campaigns, campaign feasibility studies, strategic planning processes, data & prospect research/analysis, and development department assessments. I also oversaw office operations and administration including vendor management, division-IT oversight, assistance to firm executives, and assistance to firm marketing team.Client Services Support:• Served as project manager of teams assigned to client projects• Created and implemented project timelines and workplans• Produced materials such as agendas, presentations, prospect/revenue dashboards, case statements, pivot tables, graphs and reports• Designed/analyzed surveys using Survey Monkey for client studies and assessments • Scheduled and helped consultants prepare for meetings, interviews, and focus groups with high profile donors and community leaders• Conducted research on identified markets, prospective clients, foundations, and donors/leadersAdministrative Support:• Scheduled and booked travel for firm executives• Maintained firm online subscriptions, product files, and client database • Coordinated firm-wide events, staff meetings, and retreats• Handled data entry and report generation though Salesforce Office Management:• Point contact with landlord and vendors• Coordinated maintenance of office equipment and inventory of supplies • Oversaw the firm’s information technology/telecom needs and services Marketing Support/Taskforce Projects:• Participated in firm integration meetings providing counsel on IT/firm policies during merger• Work with consulting teams to generate proposals for services from proposal preparation meetings to final delivery to client, including bids and proposal narratives• Updated website, blogs, and social media content• Curated enews/advertise webinars through Constant Contact• Hosted and administerd webinars

The Student Calling Program is part of the UW Annual Giving Office’s fund-raising efforts. Year-round, six days per week, UW student callers contact alumni and donors on behalf of each campus, school, college, and program, asking for financial support for the UW. I served as a caller in my first year soliciting funds and selling alumni association membership renewals to UW alumni and friends. In my second year I was promoted to a manager where I supervised the call center and its employees ensuring that it achieved its revenue goals. Manager from June 2011-July 2012• Managed team of 80 student callers to secure over $1.7 million in monetary gifts/memberships. • Conducted 40 interviews annually in-person and on the phone to hire employees • Tracked employee hours and computed employee raises through performance analysis • Imputed, analyzed and presented data on calling-pool performance • Handled confidential employee information and documents• Worked with a team of 11 other management staff members to facilitate shifts • Navigated ADVANCED-an 800,000-person database systemCaller from June 2010-June 2011• Cold-called over 100 prospects per shift• Secured monetary gifts of $10-$5,000• Handled confidential information and ensured accurate sale transactions through pledge and credit card payments• Individually raised $80,000 from cold calling prospects• Held highest average gift participation rate in office (40%)• Awarded "Caller of the Quarter" Spring 2011

• Wrote information briefs and surveys. • Surveyed over 1,000 people through personal interviews on Washington Ferries to collect data. • Researched and transcribed 300+ newscasts, multimedia blogs and academic journals. • Managed over 250 spreadsheets for data entry.