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How Can Your Insurance Broker Help With Hr


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A presentation to a Vistage Group of CEOs on the services Brokers should provide to HR Professionals

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How Can Your Insurance Broker Help With Hr

  1. 1. How can your insurance broker support your HR needs? Chuck Kiskaden StoneTapert 626-233-9180 [email_address] Vistage
  2. 2. Your HR Department’s Partner in Benefits Management <ul><li>Begins with an effective and comprehensive employee communication strategy. </li></ul><ul><li>Well conceived plan utilizing all carrier resources through implementation and enrollment. </li></ul><ul><li>StoneTapert is financially committed to you by investing in you. We will provide you with the tools to simplify the administration of your employee benefits program. </li></ul><ul><li>We are an extension of your Human Resource team! </li></ul>
  3. 3. HR Department – Why is StoneTapert the very best option for your HR Department? <ul><li>We make your HR Department more efficient and substantially increase your HR capability </li></ul><ul><li>MyWave – Fortune 500 HR resources at your fingertips </li></ul><ul><li>Our HR certified Account Management team becomes an extension of your HR Department </li></ul><ul><ul><li>Open enrollment – Health Fairs – Wellness Programs </li></ul></ul><ul><ul><li>Working employee issues & administrative issues </li></ul></ul><ul><ul><li>HR Consulting – HIPAA, COBRA, LOA, Terminations, Hiring </li></ul></ul><ul><ul><li>Employee Communication Tools </li></ul></ul><ul><ul><ul><li>Booklets </li></ul></ul></ul><ul><ul><ul><li>CD’s </li></ul></ul></ul>
  4. 4. Your HR Dept + StoneTapert HR Team Gail – SPHR 30yrs HR experience Jane – 8 yrs Carrier experience Joy – HR Degree 11 yrs HR experience Debbie – 24 yrs HR experience Michelle – PHR 8 yrs experience MyWave HR System HR reference library Compliance, recruiting, benchmark surveys and statistics State & Federal legislation COBRA, HIPAA, Sections 125, FMLA Employee Education Wellness programs, payroll stuffers and handouts Community Center Share resources & information with thousands of industry peers Collaboration Center Receive, download, & collaborate on documents with StoneTapert <ul><li>Prospective Group will now have the HR capabilities of most Fortune 500 Companies </li></ul><ul><li>Fully supported by the StoneTapert HR Team </li></ul>+ =
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  7. 11. Title <ul><li>Detailed Information </li></ul>
  8. 12. Its All About You! <ul><li>What is your biggest challenge? </li></ul><ul><li>What are the qualities you look for in a relationship like ours? </li></ul><ul><li>What would you most like to change about your current situation? </li></ul><ul><li>What keeps you up at night? </li></ul><ul><li>What are you looking to accomplish? </li></ul><ul><li>What matters most to you about your employee benefits programs? </li></ul><ul><li>What are your goals? Short term and long term? </li></ul><ul><ul><li>We Want And Need Your Input! </li></ul></ul>
  9. 13. We have the following for you and at no additional cost to you <ul><li>Communication Tools </li></ul><ul><li>Benefit Election Forms </li></ul><ul><li>Interactive Toolbox </li></ul><ul><li>Payroll Stuffer & Wellness Campaign </li></ul><ul><li>Custom employee benefit booklet </li></ul><ul><li>Total compensation statements </li></ul><ul><li>Employee Benefits Survey </li></ul><ul><li>StoneTapert Advisor Newsletter </li></ul><ul><li>Workplace financial planning </li></ul><ul><li>Knowledge Tools </li></ul><ul><li>Over half a century of experience in financial services and employee benefits </li></ul><ul><li>Continuing needs analysis </li></ul><ul><li>Continuous innovation and education </li></ul><ul><li>Certified Human Resource account management team </li></ul>
  10. 14. We have the following for you and at no additional cost to you <ul><li>Service Tools </li></ul><ul><li>Concierge Call Center </li></ul><ul><li>Project management resources </li></ul><ul><li>Personal Health Advocate </li></ul><ul><li>Professionally trained account management team </li></ul><ul><li>Free COBRA administration services </li></ul><ul><li>Free Form 5500 Filings </li></ul><ul><li>Technology Tools </li></ul><ul><li>Online Human Resource support system </li></ul><ul><li>Electronic HRIS enrollment system </li></ul><ul><li>Contribution modeling program </li></ul><ul><li>Online resource center for employees </li></ul>
  11. 15. Your Human Resource…… Resource’s <ul><li>Dedicated Human Resource Consultant/Account Manager </li></ul><ul><ul><li>SPHR Certified </li></ul></ul><ul><ul><li>Active Member of PIHRA </li></ul></ul><ul><ul><li>20 Year HR professional at Procter & Gamble </li></ul></ul><ul><li>Quarterly Forums </li></ul><ul><ul><li>Specific Forums that focus on Insurance Industry trends, Human Resource’s and Retirement plans. </li></ul></ul><ul><li>MyWave Portal </li></ul><ul><ul><li>Online Tool – Document Center, Communication Campaigns, Access to 100,000+ HR Professionals. </li></ul></ul><ul><li>Timely Legislative Updates </li></ul><ul><ul><li>FMLA, COBRA Updates </li></ul></ul><ul><li>StoneTapert Advisor Quarterly Newsletter </li></ul><ul><li>StoneTapert will cover your cost of membership to PIHRA or SHRM for you Human Resource Managers </li></ul>
  12. 16. Your Benefits Booklet Coverage Type Benefits Cost Sharing Medical Coverage—Anthem Blue Cross HMO—Select Network $15 Primary Care physician/ $30 Specialist Employer pays most of cost for employee Medical Coverage—Anthem Blue Cross HMO—Traditional Network $10 office visit Co-pay Employer pays most of cost for employee Dental Coverage—Assurant Dental PPO Dental HMO Employer pays most of cost for employee 100% Employer paid for employee Life Insurance - Mutual of Omaha $50,000 100% Employer paid Disability Insurance—Mutual of Omaha 60% of Salary up to $5,000 per month 100% Employer paid Employee Assistance Program— Mutual of Omaha Unlimited calls to trained professional 100% Employer paid December 2008 Welcome to ABC Company the official sponsor of your benefits program! As a full-time active employee, you are eligible to participate in our benefits program. We are committed to providing competitive and quality employee benefits of significant value. The diverse needs of our employees, combined with the ever-changing market demands, makes the selection of the right mix of benefits a challenging task. However it is a task worthy of accomplishing as we strive to meet the collective needs of all the individuals who make ABC Company the great company it is today. If you have questions about any aspect of your benefits, please contact the Human Resources Department. Sincerely, Matt Matt Tapert Principal Director of Small Group To be eligible to enroll you must work a minimum of 40 hours or more a week. Your eligible family dependents are your spouse, unmarried children under age 19 (25 if full-time student), and domestic partner. Your coverage will begin on the first of the month following 3 months of employment. Page ABC Company Page Your benefit choices
  13. 17. Your Benefits Booklet
  14. 18. Your Benefits Booklet
  15. 19. Your Benefits Booklet
  16. 20. Your Benefits Statement
  17. 21. Your Electronic Administration Kit
  18. 22. Your Electronic Administration Kit
  19. 23. Your Benefit Election Form
  20. 24. Your Wellness Campaign
  21. 25. Your Wellness Campaign
  22. 26. Your Communication Campaign
  23. 27. Your Employee News Letter
  24. 28. Calendar <ul><li>March 15 – </li></ul><ul><li>Mid-contract Strategic Planning Discussion/Quarterly Review </li></ul><ul><li>Updated review needs assessment </li></ul><ul><li>June 15 – 31st </li></ul><ul><li>Review Renewal </li></ul><ul><li>Leverage Competitive Info. </li></ul><ul><li>Finalist Presentations </li></ul><ul><li>Carrier selection </li></ul>Contract Anniversary Date Winter ST newsletter Spring ST newsletter Summer ST newsletter Fall ST newsletter <ul><li>Carr ier admin meetin gs </li></ul>July 15th – August 30 th -Open Enrollment Meetings & employee education September 1 September 15 September 1st End Result is Better Options and Lower Costs <ul><li>May 1st – 28th </li></ul><ul><li>Obtain census </li></ul><ul><li>Request early renewal </li></ul><ul><li>Request experience </li></ul><ul><li>Submit RFP </li></ul>MyWave monthly wellness communications Dedicated Team = Benefit Consultants, Benefit Analyst & Account Manager <ul><li>December 1 </li></ul><ul><li>Post Enrollment Q & A </li></ul><ul><li>Quarterly Review </li></ul><ul><li>July 1 – July 15th </li></ul><ul><li>Carrier notification and pre implementation meetings </li></ul>
  25. 29. Invitation to tour our Office…