Sara Switzer
Coastal Administrative Services (CAS), acquired by Point C
Fairbanks,AK
5
years of professional experience
Employee Benefits and Implementation professional with 5+ years of experience managing self-funded health plan implementations, drafting ERISA-compliant plan documents, administering employee benefits, and building strong broker and client relationships. Experienced leading end-to-end implementations, coordinating cross-functional teams, managing multiple complex projects, and providing exceptional client service. Recognized for creating implementation processes as the first Implementation Manager within the organization and transitioning into Account Management following a company acquisition.
Work History
Implementation Manager
1 Year- Lead end-to-end implementation of self-funded health plans from contract execution through successful go-live.
- Serve as the primary point of contact for brokers, employer groups, vendors, and internal stakeholders throughout the implementation lifecycle.
- Draft and customize Summary Plan Descriptions (SPDs), plan documents, benefit summaries, and implementation documentation while ensuring ERISA and client compliance requirements are met.
- Manage implementation timelines, eligibility setup, testing, vendor coordination, and client readiness.
- Successfully managed implementation projects for up to 19 clients simultaneously while maintaining service excellence.
- Coordinate with Stop Loss carriers, PBMs, provider networks, underwriting, claims, eligibility, finance, and account management teams.
- Selected as the organization's first and only Implementation Manager, helping establish and standardize implementation processes.
- Utilize VBA Claims System, Microsoft Dynamics CRM, and Microsoft Office Suite.
- Transition into an Account Management Associate role supporting client relationship management, reporting, escalated issue resolution, and ongoing account strategy following the Point C acquisition.
Client Services Coordinator
4 Years 2 Months- Managed a book of business exceeding 13,000 covered lives.
- Supported new client implementations and annual renewals.
- Administered self-funded employee benefit plans including plan design support and performance monitoring.
- Partnered with brokers, employer groups, Stop Loss carriers, PBMs, and provider networks to resolve complex benefit issues.
- Provided exceptional client service while training newly onboarded employees.
Education
Bachelor of Science - Applied Management
Skills
Self-Funded Health Plans
ERISA & Non-ERISA
Implementation Management
Account Management
Client & Broker Relations
Stop Loss
Employee Benefits
Vendor Management
Cross-functional collaboration
Plan Documents
Project Management
VBA Claims System
Microsoft Dynamics
Microsoft Excel
Timeline
Implementation Manager
Coastal Administrative Services (CAS), acquired by Point C
08.2025 - CurrentRead More
Client Services Coordinator
AmeriBen / IEC Group
06.2021 - 08.2025Read More
Grand Canyon University
Bachelor of Science from Applied Management
Read More