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Benefit Evaluation and Strategic Planning
Review existing plans, future needs and trends
Evaluate various plan options
Develop plan designs and creative solutions
Create long term strategic plan and timeline
Engage employer in strategic discussions
Establish employee cost-sharing policy
Budget Cost Control Services
Analyze current employer benefit costs
Ensure benefit plan aligns with strategic goals
Evaluate Insured and Self Insured options
Create budget spreadsheet outlining annual costs
Product Carrier Selection
Identify carrier specifications and initiate bidding process
Analyze carrier responses, plans and costs
Evaluate carriers, including network accessibility match
Negotiate with carriers and present options
Merger/Acquisition and National Account Consulting
Conduct reviews for employee benefit plans including benefit and financial analysis
Identify areas of conflict and potential liabilities
Recommend strategies and provide communications for integrating benefits management and human capital processes
Provide on-going consulting to address "after the sale" benefits management and human capital issues
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Employee Enrollment
Manage employee enrollment process
Develop communication plan for open enrollment
Conduct face-to-face and webinar enrollment meetings
Produce announcement letters and benefit outline summaries
Build customized employer website with benefit communication material
Ongoing Benefit Management Carrier Relationship Services
Provide integrated online enrollment and HRMS
Review carrier documents and contracts
Coordinate and distribute booklets and ID cards
Review Summary Plan Descriptions
Manage carrier relationships
Act as liaison between carrier and employer
Provide customer service representatives for employer’s HR staff
Conduct compliance and document review
Collective Bargaining Benefit Strategy
Consult with management, before and during collective bargaining negotiations to develop strategic benefit approach and cost projections
Serve as employee benefit resource through bargaining sessions
Develop and conduct communications regarding benefits to union membership after negotiations
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