Tom Leu Email & Phone Number

Milwaukee, Wi, Us

Bloomington, Minnesota, Us

Led a team of 15, with 5 direct reports, responsible for operationalizing and managing the company's entrance into the group fully insured and self-funded lines of business. This included managing a $4M annual budget for the department.• Oversaw the development and implementation of all policies and procedures for quoting, implementing, and servicing members.• Led all necessary vendor selections, contract negotiations, and management of successful implementations.• Partnered with internal teams to identify data, technology, and internal resources required for reporting, monitoring, and servicing of group business.• Tracked all revenue and expenses for line of business and monitored plan performance versus expected.• Collaborated with sales and actuary in analyzing competitor offerings to ensure development of products meet market needs.

Menomonee Falls, Wi, Us

Led a team of 7 with overseeing financial aspects of a start-up Third Party Administrator and managing an annual budget of $15M.• Developed and implemented all financial policies and procedures, budgeting, financial reporting, and analysis.• Managed relationships with vendors and MGU's and in charge of state licensure, registration, and filings.• Worked in tandem with operations on reporting, claims flow and management, denial reports, follow-up process, COB, adjustments, refunds, and ad hoc reporting.• Assisted IT with plan and software platform testing, assessment and implementation of new products, process and procedure development, and troubleshooting.• Accountable for all daily and monthly financial transactions and reporting, budgeting, payroll generation and submission, and all human resources responsibilities.• Integral part in the development of a level funded insurance product including vendor contracting, sales forecasting, and internal quoting and tracking mechanisms.

Led a team of 20 for all financial facets of a multi-location distribution company as well as the management. This included overseeing financial transactions, budgeting, forecasting, reporting, payroll, HR, and the evaluation and monitoring of income, expenses, policies, and procedures of the business.• Led the manufacturer’s rebate program utilization to maximize revenue allowing the company to compete against “big box” retailers.• Worked in tandem with sales staff to develop customer incentive programs to drive increased sales.• Collaborated with outside accounting firm on annual audits as well as managing the banking relationships regarding lines of credit.