Heather Artis

• Direct and mentor a team of four client managers and one benefits analyst.
• Manage of a portfolio of 8 to 14 clients.
• Collaborate with clients to understand company philosophy and budget, driving the development of customized 3-5 year benefit strategy recommendations.
• Partner with actuary team to optimize accuracy of underwriting accrual projections and budget formulation.
• Facilitate execution of monthly and quarterly experience reporting for self-funded clients.
• Lead carrier negotiations and oversee RFPs for point solutions, self-funded program administrators, and fully insured products.
• Host open enrollment meetings for clients through in-person and virtual formats.
• Collaborate with clients to design and implement impactful employee communication strategies.
• Resolve escalated employee benefit inquiries and issues to enhance employee satisfaction.
• Lead and facilitate weekly client check-ins to ensure alignment and satisfaction.
• Conduct comprehensive analysis and reporting on acquisition-related benefit harmonization projects.
• Collaborate with clinical and pharmacy teams to formulate recommendations based on self-funded client claims trends and PBM performance.
• Ensure producers are kept informed on client goals, challenges, and overall client satisfaction.
• Participate in stakeholder meetings, documenting key discussions and action items for effective follow-up.
• Guide junior team members in best practices and strategies to navigate challenges effectively.
• Drive revenue growth by identifying and capitalizing on new business opportunities.
• Execute performance evaluations and compensation assessments.
• Facilitate recruitment, hiring, and training processes for team members.
• Cultivate strong customer relationships through effective interaction and engagement.
• Mentor and coach team members to enhance productivity and performance standards.
• Aid clients in executing compliance tasks.
• Participate in and present finalist presentations.

Executied responsibilities akin to those of my Associate VP role.

• Responsibilities of this role are similar to a Client Service Executive (CSE) role, but I was not responsible for people management and supported other CSEs in strategy development as opposed to leading.

• Oversaw a portfolio of over 60 clients in both small and large group fully-insured and self-funded arrangements.
• Assisted in RFP processes and carrier negotiations. Supported employee communications and hosted open enrollment meetings. Aided clients in executing compliance tasks.
• Oversaw maintenance and updates of CRM system to ensure data accuracy.
• Cultivated and strengthened client relationships to enhance customer loyalty.

• Facilitated client management tasks for managers, executives, and directors.

Agency owner and P&C insurance sales.

2024-2026: Prior Authorization Technician

Responsible for timely review and appropriate determination of Prior Authorization requests based on established clinical criteria and, in some cases, staff Pharmacist concultation.

2006-2007: Mail Service Coordinator

Managed BSCA's PBM relationship.

Responsible for RFP response analysis, PBM site visits, and reccommendation of the new PMB partner. Facilitated implementation of selected partner.

2007-2012 Pharmacy Service Department Supervisor

Led a team of 24 pharmacy technicians, overseeing call center KPI reporting development and timely report delivery.