Ann Maria Casper
Account Management
Wayne,NJ
Summary
Strategic Account Management professional specializing in self-funded insurance plans, benefits administration, and federal compliance. Proven track record in driving client retention and revenue growth through effective plan design, implementation, and renewal management. Experienced in Pharmacy Benefit Management (PBM) coordination, including prior authorization charges and internal invoice appeals, as well as PCORI and ACA filings. Skilled in vendor partnership development, team mentorship, and delivering clear, impactful presentations that translate complex benefits strategies into tangible client value.
Overview
26
26
years of professional experience
Work History
Account Management
Insurance Design Administrators
03.2013 - Current
- Oversee all aspects of consumer benefit implementation, renewal, and termination for 15+ client accounts, ensuring accuracy, compliance, and client satisfaction.
- Build and maintain trusted client relationships by proactively addressing inquiries, assessing organizational needs, and delivering tailored benefit solutions.
- Manage annual renewals, coordinating with vendors and clients for seamless transitions and continued collaboration.
- Produce regular and on-demand analytical reports to support strategic decisions and monitor account performance.
- Deliver high-impact presentations to clients, clearly communicating benefit plan options, renewal strategies, and compliance updates.
- Reconcile account discrepancies by collaborating with vendors and account holders, maintaining financial accuracy and resolving issues efficiently.
- Support new business development initiatives by identifying opportunities, enhancing service delivery, and contributing to overall account growth.
- Partner with brokers, clients, and underwriting teams on RFPs, evaluating carriers, networks, and stop-loss options to ensure competitive and compliant benefit offerings.
- Investigate and resolve billing, accounting, and service delivery issues to strengthen client trust and satisfaction.
- Draft, update, and maintain Service Agreements (SAs) for 30+ client accounts to reflect accurate plan provisions and meet regulatory standards.
- Administer PCORI fee calculations and ACA filings for self-funded employer groups in accordance with IRS requirements.
- Develop COBRA rate structures and notices in compliance with DOL and PHSA continuation-coverage regulations.
- Compile GASB 75 actuarial data reports, consolidating retiree claims, fixed costs, and participant data for annual reporting.
- Developed comprehensive training materials for new hires, promoting best practices in account management.
- Develop COBRA rate structures from scratch, including tiered rates, ensuring compliance with DOL and PHSA continuation-coverage regulations.
Accounts Payable Specialist
Insurance Design Administrators
05.2000 - 05.2006
- Processed cash receipts and entered financial data into Excel for Business Works, ensuring accuracy and data integrity.
- Created payable invoices and printed checks for Reinsurance, PPO, Commission, and RX accounts, maintaining timely and accurate payments.
- Managed collections for overdue accounts, improving cash flow and reducing outstanding balances.
- Delivered invoices and financial documents to management promptly, supporting operational efficiency and reporting needs.
- Processed high-volume invoices efficiently, meeting payment deadlines and vendor expectations.
- Trained new team members on invoice management best practices and payment processes, fostering team proficiency.
- Implemented workflow improvements in invoice processing, increasing efficiency and reducing turnaround times.
- Communicated with vendors and customers to verify information, resolve discrepancies, and follow up on payment or client issues.
Education
Bachelor of Arts - Leadership And Professional Studies
William Paterson University of New Jersey
Wayne, NJ4 2025
Skills
- Technical / Regulatory Skills
- Self-Funded Health Plan Administration (FSA, HRA, HSA, DCA)
- Pharmacy Benefit Management (PBM) Coordination – including PA charges, internal appeals, and invoice validation
- Regulatory Compliance (ERISA, ACA, HIPAA, PCORI)
- Contract and Service Agreement Management
- Health Plan Regulatory Documentation and Disclosure Compliance
- Client Renewal Management
- Proficient in Microsoft Office 365 (Word, Excel, PowerPoint), Adobe PDFs, Pivot Tables, Charts, and Data Analysis
- Analytical / Operational Skills
- Analytical Reporting and Data Review
- Plan Design and Implementation Support
- Internal PBM Invoice Appeals Validation
- Interpersonal / Leadership Skills
- Client and Vendor Communication
- Team Training and Development
- Presentation and Value Communication
Timeline
Account Management
Insurance Design Administrators
03.2013 - Current
Accounts Payable Specialist
Insurance Design Administrators
05.2000 - 05.2006
Bachelor of Arts - Leadership And Professional Studies
William Paterson University of New Jersey
License
Life & Accident & Health or Sickness