Spencer White Email & Phone Number

New York, Ny, Us

• Automate recurring work product using Power BI and other data visualization tools.• Expand the internal and external value of information available in CRM database.• Listen to the needs of end users and incorporate feedback.• Foster the development of team members.• Manage multiple projects at once and allocate time resources to meet varying deadlines.Key accomplishments.• Facilitated the automation of monthly reporting in Power BI resulting in additional week of employee productivity each month.• Developed standardized modeling tool to illustrate the financial impact of client medical insurance renewals.• Led the transition of 36 portfolio companies’ employee benefits programs from one insurer to another.

• Served as dedicated financial resource for team of employee benefit consultants.• Performed cost-benefit analysis of moving acquired companies into existing clients’ employee benefit program.• Illustrated alternative funding structures with attention to impact on company financial statements.• Developed sales strategies based on prospect-specific circumstances.• Facilitated negotiations with insurance carriers based on modeled cost projections.

• Oversaw portfolio of clients with annual revenue exceeding $1M.• Designed and maintained employee benefit programs for private equity-backed employers.• Reviewed target company benefit programs as due diligence on behalf of clients.• Established roadmap to align benefit programs of acquired companies with the existing client program.• Developed and managed relationships at private equity firms and portfolio companies.• Presented detailed subject matter to audiences with varying levels of background knowledge, including client C-suite leadership.• Negotiated with carriers and vendors to obtain terms most favorable to client.• Ensured a positive customer service experience for clients and their employees.

• Analyzed prior claims experience and forecasted future costs.• Developed client-specific modeling tools to illustrate the financial impact of medical insurance renewals.• Assisted head actuary in preparation of IBNR calculations for self-funded clients.