Teams at Risk Strategies

Manage a personal book of employee benefits clients, deliver day-to-day client service, prepare renewals and RFPs, coordinate vendors, analyze proposals, update client systems, and drive revenue growth. Serve as subject-matter expert on health and welfare plans and mentor analysts while supporting team leaders and account executives to meet service and quality standards.

Lead enterprise insurance analytics initiatives supporting underwriting, claims, finance, and operations. Build reporting and dashboards, ensure data integrity across TPAs and systems, support captive program performance, partner with actuary and IT, and present actionable insights to leadership.

Perform high-level reviews of aggregate stop loss and accommodation claims, validate eligible expenses under stop loss contracts, evaluate enrollments and attachment calculations, produce audit reports and exhibits within company timeframes, and support process improvements and implementation.