KATIE ORVIS
Greensboro
Summary
Highly organized and self-motivated professional experienced in project management and process improvement. Skilled in developing and implementing strategies to increase efficiency and performance. Passionate about driving business growth and creating positive work environment.
Overview
12
12
years of professional experience
Work History
Associate Director
WTW
03.2020 - Current
- Lead strategic and renewal planning discussions for self-funded employers with 1000+ benefit eligible employees
- Review specialized health management, absence and disability management, pharmacy, data analytics and compliance strategies
- Oversee implementation of client strategies and day to day support provided by client managers
- Participate in prospecting opportunities with new clients to grow a book of business
- Review client deliverables and provide feedback to encourage learning and development within our teams
Associate Director, Operations
WTW
05.2022 - Current
- Serve as the Product Owner of the benefit servicing platform for North America that WTW colleagues use to complete their work.
- Using my client service experience and benefits background, work with the technology team and business subject matter experts to make updates and improve our servicing platform
- Lead the implementation of the updated benefit servicing platform for North America.
- Oversee testing activities and training programs for the servicing platform.
Senior Associate / Associate
WTW
04.2016 - 05.2020
- Analyze employee benefit programs and make recommendations to improve effectiveness of clients' employee benefits programs/design, policies and practices
- Prepare for and facilitate client meetings (prepare agendas and materials, coordinate resources, etc.)
- Resolve day to day service issues (eligibility, carrier coverage and claims issues, compliance; health care reform, HIPAA, etc.)
- Coordinate with WTW subject matter experts to facilitate conversations or implement/complete projects as needed (legal resources/file 5500's; communications; HR partner, etc.)
- Manage client open enrollment processes including vendor management and implementation, conducting employee meetings, reviewing contracts, and providing other support as needed
Client Manager
CVS Caremark
03.2015 - 04.2016
- Manage client relationships and assist clients in day-to-day activities such as maintaining eligibility, entering drug override requests, and solving any member related issues
- Answer client and member requests related to drug coverage, prior authorization processes, and other functions of plan design
- Implement, test, and monitor new plans and plan change
- Review summary plan descriptions for accuracy
Client Manager
Cottingham & Butler
06.2013 - 02.2015
- Manage a book of business of self-funded and fully insured clients
- Assist clients with escalated claims, billing, and administrative issues
- Submit RFPs and manage the renewal process for clients
- Create monthly reports from carrier data for self-insured medical and dental clients
- Create and update open enrollment communications
Education
BBA - Management And Human Resources
University of Wisconsin
Madison, WI05.2013
Skills
- Strategic planning
- Project Management
- Contract review and analysis
- Decision-making
- Team collaboration and leadership
- Process improvement
Timeline
Associate Director, Operations
WTW
05.2022 - Current
Associate Director
WTW
03.2020 - Current
Senior Associate / Associate
WTW
04.2016 - 05.2020
Client Manager
CVS Caremark
03.2015 - 04.2016
Client Manager
Cottingham & Butler
06.2013 - 02.2015
BBA - Management And Human Resources
University of Wisconsin
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