Director of Business Intelligence, Principal

• May 2021 - Present

Senior Healthcare Consultant, Compliance and Research Practice Leader

• Jan 2006 - May 2021

I work with mid to large employers to develop their short-term and long-term strategic plans for health, dental, wellness, disability, and life insurance. This involves analyzing claims experience to provide actionable plans to control their medical cost which may include: developing and prepare benefit programs and funding recommendations, negotiate with carrier representatives, implement the plan and provide on-going client service. I am extensive experience in helping client’s implement consumer driven health plans and assisting with union negotiations.I am also the Healthcare Reform Expert at BSG and supervise the contracts and compliance area. This has given me the opportunity to attend many national conferences across the US and present at many different venues on reform. As a Client Manager I am licensed for Life & Health insurance in the State of Wisconsin.

Account Executive

• Jan 2006 - May 2021

Responsible for 6 clients ranging from 400-3,000 employees.Successfully provide analytical analysis and day-to-day support for self-funded and fully insured medical, dental, flexible spending, vision, life/AD&D, LTD, STD, group legal, wellness plans and travel accident coverage.Expert on Healthcare Reform and participated in multiple national exchange conferences throughout the United States including: Washington DC, Chicago, Las Vegas, and Milwaukee. Based on knowledge received from these conferences and researching publications, I have created and presented presentations on how Healthcare Reform will impact employers/employees for the next 10 years. Conducted and analyzed marketing efforts and implementations for all lines of coverage.Created and conducted open enrollment meetings to educate employees on new benefit option and resources to make the best decisions.Created models and reports that are used to make the best decision and to determine cost drivers.Calculated plan costs for medical and dental coverage including reserve calculations.Designed wellness plan with over 75% participation, which has successfully reduced claims and improved health.Expert in HSA, HRA, and consumer driven health plan and tax saving vehicles.Successfully completed 5500s and review of plan documents for accuracy of benefits and compliance with applicable laws.

Corporate Benefits Specialist

• Oct 2001 - Jan 2006

Administered retirement program for over 4,000 employees including 401K and ESOP.Managed health insurance, dental insurance, life insurance, ESPP and flexible spending accounts for 4,000 employees.Proficient in: PeopleSoft, Crystal Reports, ACH, and Microsoft OfficeResponsible for data entry of Compcare, Blue Cross, and Wausau systems Administered retirement program for over 4,000 employees including 401K and ESOP.Managed health insurance, dental insurance, life insurance, ESPP and flexible spending accounts for 4,000 employees.Proficient in: PeopleSoft, Crystal Reports, ACH, and Microsoft OfficeResponsible for data entry of Compcare, Blue Cross, and Wausau systems

Corporate Benefits Specialist

• 2001 - 2006

Corporate Benefits Specialist

• Sep 2001 - Dec 2005

Human Resource Assistant

• Dec 2000 - May 2001

Recruited, reference checked, and interviewed prospective employeesAdministered pension plan.Assisted processing payroll for all employees using ADP softwareHandled Benefits including COBRA and FMLA for employees Recruited, reference checked, and interviewed prospective employeesAdministered pension plan.Assisted processing payroll for all employees using ADP softwareHandled Benefits including COBRA and FMLA for employees