Samantha J. Kelley, Consultant

Samantha Kelley began her professional career in 1995 at a regional consulting firm in Boston, Massachusetts as an Administrative Assistant. In her role as an Administrative Assistant, she worked with up to eight benefit consultants and principals in a wide variety of consulting responsibilities, including the creation and analysis of formal proposals, carrier management, and client interaction. In 1998, she joined Boston Benefit Partners, LLC and was later promoted to analyst. On October 1, 2005, Samantha was promoted to consultant.

Ms. Kelley's responsibilities include:

• Support of the client team by responding to client and vendor requests in a timely fashion.
• Analysis and reporting of carrier bid specifications, which includes, but is not limited to, gathering and analyzing client and plan data, fielding carrier questions, developing financial spreadsheets, assisting with preparation of marketing reports, attending carrier interviews, and assisting with implementation.
• Preparation of annual renewal reports.
• Preparation and execution of daily client requests, as well as ongoing reporting such as monthly claims packages.
• Research of legal, legislative, administrative, and financial issues in response to client inquiries.
• Initial review of all contract documents, communicating edits and changes to vendors.
• Management of carrier commissions, client fees, and billing activities.