Thomas Held Email & Phone Number

San Francisco Bay Area

Managing client required services with regard to health and welfare benefits and maintain client relationship throughout the policy year by applying industry knowledge to:- Provide analysis and recommendations concerning client's existing coverages; - Select carriers for solicitation and negotiation with carriers for benefit and premium considerations; - Receive and respond to client inquiries including benefit and claim questions and issues; - Review client coverage contracts and amendments for accuracy; - Manage and negotiate third party vendor relationships and contracts on behalf of the client; - Coordination of dedicated service team; - Serve as technical expert, assisting department members to resolve complex issues.Licensed California Life and Health Agent.

San Francisco Bay Area

Providing technical support in health and welfare plan strategy and presenting recommendations and to clients’ management teams and decision makers.Handle risk assessment, provider network comparison, claims analysis, renewal projection, trend analysis, and plan design recommendations. Conduct comprehensive assessments of current plan philosophy, plan objectives, benefit design, competitive position, vendors, and plan compliance.Licensed California Life and Health Agent.

San Francisco Bay Area

Provided day to day client support, both internal and client facing. Maintained client and carrier information systems.