Health e(fx) is trusted by top employers to help them stay a step ahead of changing ACA compliance and reporting requirements. We help employers simplify the complexities of healthcare reform. Our solutions easily adapt to ongoing legislative and IRS changes so employers have peace of mind that they are compliant – regardless of whether healthcare is a federal or state challenge.

• Responsible for Client Services Team aligned to Direct to Employer book of business• Responsible for strategic vision for of team members and clients• Responsible for reporting project and financial status quarterly to executive leadership team• Managed annual fulfillment projects, responsible for 8.8MM employee mailings• Developed and piloted process changes to create a lean environment for team• Worked with executive leadership team to create and continuously improve processes• Acted as liaison between Sales and Client Services to establish processes for new client • Participated in prospect finalist meetings, RFP creation, and contracting questions

• Responsible for management of overall client engagement, ensuring book of business is satisfied with services provided by the organization• Responsible for identifying any ‘at-risk’ clients and creating risk mitigation plans, as needed

• Managed 5000+ life client implementations onto the BusinesSolver proprietary benefits enrollment system• Managed implementation of private exchanges on the BusinesSolver proprietary benefits enrollment system• Maintained issues, risks, and actions log throughout project• Managed communication and resolution of outstanding issues with client teams• Conducted weekly project status calls with client teams and executive project sponsors• Conducted go-live transitions on implementations and acquisitions• Assisted in system quality assurance testing with client teams• Assisted in developing best practices to align with the ‘Lean’ business concept• Participated in brainstorming sessions to develop process improvements throughout the company• Developed client facing documentation for ongoing implementations to align with SDLC and Agile methodologies • Developed standardized documentation to ensure project accuracy and efficiency• Developed new quality assurance plans to ensure project accuracy and efficiency

• Managed $1M project to develop new shared decision support program within healthcare market for Advocacy/Nurse Line product• Managed $3M+ project across multiple years to introduce a new internal strategy impacting the Advocacy/Nurse Line product• Managed relationship between technology stakeholders and business stakeholders• Managed data flow enhancement project for Wellness product, covering several different data point systems• Managed operations reporting project impacting Medicare & Retirement product• Managed projects with Waterfall methodology and Agile methodology• Reported project and financial status weekly to executive program sponsors• Developed project charter, financial forecast, and CBA for project execution• Communicated process changes to lead training groups for use in updating training processes and documentation• Communicated deployment status to impacted stakeholders• Conducted meetings with third party vendor responsible for the programs technology development using Agile methodology• Conducted weekly status meetings with stakeholders• Conducted process and system testing throughout project lifecycle• Conducted weekly JAD sessions to gather requirements from product stakeholders

• Maintained leadership of work group teams and carrier analysts• Worked with teams to review current company processes and revamp where necessary• Developed new procedures to increase communication between work groups and vendors• Worked with ongoing vendor analysts to develop and implement improved process flows which improved productivity and accuracy• Represented all carrier analysts within company to improve productivity, documentation, auditing, and ongoing processes

• Lead project teams through various standard operating procedure implementations • Lead project teams through new client implementations• Maintained effective communication lines and relationships with various clients on a daily basis

• Gathered, analyzed, and monitored data on a daily basis to ensure accuracy of member eligibility between clients and vendors• Identified data issues and alternative resolutions in a timely manner in order to carry out the proper solution to resolve issues