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SHOP Technical Advisory Committee (TAC) Nominees and Bios Barbara Schmidt- Swedish Medical Center Carol Wilmes- Association of WA Cities Employee Benefit Trust Deborah Brady- Associated Industries Dudley Bain- Bain Insurance Broker Jeff Lindstrom- Health Insurance Team Matthew Canedy- Association of WA Business

SHOP Technical Advisory Committee (TAC) Nominees and Bios · Barbara Schmidt (cont.) · Directly respond and resolve Vantive customer service complaints and perform service recovery

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Page 1: SHOP Technical Advisory Committee (TAC) Nominees and Bios · Barbara Schmidt (cont.) · Directly respond and resolve Vantive customer service complaints and perform service recovery

SHOP Technical Advisory Committee (TAC) Nominees and Bios

Barbara Schmidt- Swedish Medical Center

Carol Wilmes- Association of WA Cities Employee Benefit Trust

Deborah Brady- Associated Industries

Dudley Bain- Bain Insurance Broker

Jeff Lindstrom- Health Insurance Team

Matthew Canedy- Association of WA Business

Page 2: SHOP Technical Advisory Committee (TAC) Nominees and Bios · Barbara Schmidt (cont.) · Directly respond and resolve Vantive customer service complaints and perform service recovery

Barbara Schmidt- SHOP TAC NOMINEE

Swedish Medical Center- Clinic Administrator

Resume Summary Statement:

Astute management professional with over eighteen years of progressive expertise and strength in

Health Care Operations, Project Management, Customer Service Management, Human Resources

Management, Physician Recruitment, business development and Employee Performance Management

in small to large medical practices and the Health Insurance industry.

Specialties

Health Insurance, Customer Service, Clinic Operations, Business Management, Human Resources,

Recruitment, Project Management

Primary Care, Pediatrics (multi-specialty) Cardiology, Dermatology, Vascular & Thoracic Surgery, Physical

& Occupational Therapy, Internal Medicine, Eye Care services

Profiler assessment: Innovative, Composed, Multi-Tasking and Collaborative with a visible leadership

style. Intellectual type- Insightful Linguist Experience.

Clinic Administrator Cardiology & Project Administrator For Primary Care , Swedish Medical Group-

Seattle, WA

August 1, 2011 to Current- $100K

Responsible for administrative operations, staff support and financial success of two recently merged

cardiology practices in Seattle, WA.

Twenty-two Cardiologists, four NP, 118-support staff Strong understanding of cardiology procedures,

billing and primary care needs and systems. Special projects for Primary Care service line.

. Strong focus on service recovery at all levels.

· Close integration with IT in support of implementation of Practice Management and EMR system- EPIC

· Reduced overtime and agency use by 25K monthly- 160K in six months · Responsible of multi-million dollar annual budget for two departments · Experienced user of Anodyne financial reporting system, Clarity and Business Objects · Visible support of front office staff, medical support and billing department · Performance improvement and mentoring of all staff to include physicians · Ensure collection and billing processes are compliant with carriers and regulatory guidelines · Monitored physician encounters- to be closed before month end · Monitored physician schedules for no show reduction and increased productivity. · Support for select Primary Care projects- Residential Care Team (RCT) recouped over 190K

in Medical Director fees , the Collaborative Health Action Team (CHAT) , Bone Health and Urgent Care for the underserved and

· Created Pro-Forma and Business Cases for the Residential Care Team (recovering nearly 500K in lost revenue) Bone Health consolidation and Urgent care with in the primary care facilities.

Page 3: SHOP Technical Advisory Committee (TAC) Nominees and Bios · Barbara Schmidt (cont.) · Directly respond and resolve Vantive customer service complaints and perform service recovery

Barbara Schmidt (cont.)

Clinic Operations Manager Specialty Services, Thoracic, Vascular & Cardiothoracic Clinics –

Harrison HealthPartners- Bremerton, WA

January 11, 2010 to January 31, 2011- 1 year, $75K

Responsible for clinic operations, staff support and financial success of two recently acquired practices

in Bremerton, WA. Thoracic & Vascular and Cardiothoracic clinics. Total of six physicians, four mid-

levels, a non-invasive vascular laboratory, and thirteen support staff. Close integration with IT in support

of implementation of Practice Management and EMR system (Centricity)

· Responsible of two multi-million dollar annual budgets · Visible support of front office staff, medical support and billing department · Transition management with new clinics moving to solo support of the hospital systems · Created laser safety manual and training for a class 4 laser and training program for all staff · Responsible for bringing two separate clinics together overcoming many obstacles in

collaboration · Member of the Cardiovascular Service line Committee · Participated in Press Ganey staff satisfaction survey with extremely supportive results at

clinic level · Key contact for physician bios and web page design and collateral · Performance improvement and mentoring of all staff to include physicians · Ensure collection and billing processes are compliant with carriers and regulatory guidelines · Worked collaboratively with physicians, staff and the medical community · Maintained contracts for physician reimbursement · Completed all midlevel practice plans · Participated in Joint Commission review at clinic level · Strong understanding of Thoracic, Vascular and Cardiothoracic procedures and systems

Operations Manager- Pediatrics Northwest-

Tacoma, Gig Harbor and Federal Way WA- May 2007 to July 2009- 2.5 years- $91K

Responsible for the Clinical Operations to include all aspects of Project Management, Revenue Cycle,

Human Resource Management, Call center management and Facilities Management of our four clinics

with direct management of sixty front and back office staff and support for twenty-seven providers.

· Human Resource management, to ensure compliance with state and federal regulations · Oversight of Operations Budget · Recruitment for RN, MA, Front Office, Phone Center, Billing & HIM · Research, write and implement new policies and procedures- FMLA, Tuition Assistance, New

Employee Screening · Oversight of major marketing campaign, design and launch of new website including

continued administration -www.pedsnw.net · Project Management of office improvement projects, obtain bids, hire vendors and

coordinate with onsite staff · Primary contact for Service Recovery, Patient support services improving the overall

customer experience · Oversight of appropriate staffing levels and scheduling of staff · Maintain employee manual and Safety Manual

Page 4: SHOP Technical Advisory Committee (TAC) Nominees and Bios · Barbara Schmidt (cont.) · Directly respond and resolve Vantive customer service complaints and perform service recovery

Barbara Schmidt (cont.) · Led and participated in various committees- HR Committee, Morale Boosting Committee,

Executive Committee, Practice Management Committee, Phone Committee, Safety Committee, Website Committee

· Assist insurance plans with site reviews and HEDIS audits · Led Ergonomics training and equipment recommendations for all four clinics · Led United Way Campaign for two years · HIPAA training program · Annual Performance evaluations for sixty employees · Led major change in the role of the RN within the practice. · Designed and implemented Customer Service training program for all staff · OSHA year end reporting

Practice Administrator- Peninsula Dermatology & Laser Clinic

Silverdale, WA- May 2006 to May 2007 -1 year $81K

Responsible for ensuring overall Clinical Quality, Business Operations, Human Resources, business

development and Marketing of specialty clinic for two locations, consisting of five providers and

fourteen medical support staff.

· Initiation and oversight of provider contracting and credentialing · Recruitment of Physician/Surgeon, nursing and front line employees · Developed policy related to the organizations management of Human Resources policies

and procedures · Completed employee manual · Implemented performance improvement plans, customer service programs and

appropriate pay scales for staff · Created business development and marketing plan for strategic branding, market

knowledge and clinic expansion · Designed new brochures for marketing strategy, advertisements and flyers to promote

business · Redesigned web page for marketing plan and advertisement purposes

wwwpeninsulaskincare.com · Implemented safety program per OSHA and Washington state L&I protocol · Researched and purchased new systems software for sales of product and Inventory control

leading us to build incentive payouts for key staff · Negotiated lease for new build out for practice expansion · Worked closely with Contractors and Architects for design and timely completion of new

build out · Worked with state and local individuals for Certificate of Need and ASC Certification · Contracted and negotiated lower rates from our merchant services · Designed HIPAA and Medicare Quality Improvement plan · Completed job analysis and descriptions for all support positions

Page 5: SHOP Technical Advisory Committee (TAC) Nominees and Bios · Barbara Schmidt (cont.) · Directly respond and resolve Vantive customer service complaints and perform service recovery

Barbara Schmidt (cont.)

Business Operations Manager – Group Health Cooperative Medical Centers

4.5 years -$81K Federal Way, WA. (September 2003- May 2006) Redmond, WA. (April 2002- September

2003)

Lead performance of Business Operations, Project Management and Human Resources Management of

37-45 union staff supporting delivery of healthcare services to clinic based patient population. Oversight

and development of budgets, patient check-in, call center staffing-management statistical analysis for

appropriate staffing levels annually, patient referrals, service capture, billing & cycle times, insurance

verification, medical records, cash handling, collections, customer service, with additional oversight of

Eye Care Services, Physical Therapy and Occupational Medicine.

· Administrative team leader & manager of business processes · Ensure staff, providers, clinical teams, and consumer’s benefit from sound business

practices · Oversight of performance of up to 42 union staff, including annual performance evaluations

and performance improvement plans · Human Resource specialist involving performance improvement and enforcing Washington

State and Federal Employment regulations · Collaborate with Business Operations Leadership to establish a single integrated business

plan optimizing operations and non-dues revenue · Conducted Investigatory Interviews when necessary regarding employee compliance and

performance · Sponsored business office staff and nursing staffs successful participation in Courageous

Conversations · Responsible for oversight and development of annual multi-million dollar budget · Project Management leading implementation at clinic level for EPIC (EMR) electronic

medical record system, insuring systems interface and department closure · Led focused improvements in transactional systems, Central Business Operation audits,

HIPAA training/ compliance, general business process · Responsible for leading the development and Implementation of Employee Recognition Plan

for DSBS (Delivery Systems Business Services) · Team member of work group to develop and implement Superb Customer Service, defining

and development of training for front line staff · Won award for highest patient satisfaction scores for friendliness of staff at appointing and

check in · Service and Operations Committee participant · Participant in pilot program for Business Continuity Program · Increased GH ability to invest in people, systems and facilities through increased

productivity and cost efficiencies · Acted as an integral partner with clinical staff in the implementation of the new Integrated

Group Practice · Participated in SWAT team for key contracted groups · Responsible for call center stats of less than 4% abandonment and all calls answered within

30 seconds or less, workforce management, ICMI methodology for call centers · Implementation of NICE call center customer service system relating to training and

development of call center staff

Page 6: SHOP Technical Advisory Committee (TAC) Nominees and Bios · Barbara Schmidt (cont.) · Directly respond and resolve Vantive customer service complaints and perform service recovery

Barbara Schmidt (cont.)

· Directly respond and resolve Vantive customer service complaints and perform service recovery

· Developed a complete P&P manual for front line staff, providing knowledge and consistency across clinicians and ancillary work groups

Prior Positions while attending college 1996- 2002

Medical Staffing Network - Branch Manager

Olympia WA. 2001-2002

Responsible for opening new office for a medical staffing agency- contract position

· Designed and implemented targeted media marketing approaches for recruitment of professional talent

· Negotiated contracts with healthcare facilities and established appropriate follow-up procedures and documentation

· Established vendor accounts for pre-employment health screenings, background checks and credentialing

· Set policy and procedures for recruitment testing, interviewing and necessary documentation for JCAHO accreditation

· Communicated with State, Nursing Commission and L&I for proper license applications and employee orientations.

Marketing Coordinator - Health South –Physical & Occupational Therapy

Olympia, WA. 2000- 2001 --- Business closed in the Puget Sound area

Responsible for strategic development, contracting, profit and loss and promotion of new branch locations for a national medical staffing agency and six Physical and Occupational Therapy practices in Southwest Washington. Established and fostered mutually beneficial business relationships with area physicians and office staff to increase referrals and generate additional revenue.

· Developed and directed all financial policies and processes; maintained full P&L responsibility for branch operation

· Prepared and submitted RFPs (Request for Proposal) · Developed customized business strategies reflecting key patient care/ outcome concerns

unique to market · Designed innovative marketing methods and resources to attain new business, based on

extensive service need assessments and analysis of competition · Performed ongoing financial analyses and maintained profitability of area practice sites · Actively represented company in community development activities, charity events, health

fairs, and chamber events - · Collaborated with staff clinicians on service delivery planning, training, and education to

ensure ongoing provision of quality, state-of-the-art rehabilitative care · Served as major sponsor of health care services to participants in the Washington State

Senior Games

Page 7: SHOP Technical Advisory Committee (TAC) Nominees and Bios · Barbara Schmidt (cont.) · Directly respond and resolve Vantive customer service complaints and perform service recovery

Barbara Schmidt (cont.)

Manager of Network Operations - Memorial Clinic Health Network

Olympia, WA. Sept. 1999- Oct. 2000- End /closure of Memorial Clinic

Led the key operations in support of provider contracting network. Directed all activities of four administrative departments: Claims, Member Service, Provider Relations, and IS/system development. Managed claims adjudication and eligibility verification for over 30,000 enrollees.

· Created CAP (Corrective Action Plan) for claims processing, effectively reaching goals prior to completion date

· Verified PIP DCG reports and risk year claims settlement w/contracted health plans per Balanced Budget Act

· Ensured financial integrity of operations with a cost savings of $500K in six months · Established HCFA / Encounter data compliance for claims processing, mail sorts and member

denial letter process · Identified corrective actions for EDI claims transmission. Development of TPL and COB team · Maintained effective communication to 400 contracted providers and office staff via

educational forums · Served as primary liaison to contracted HMOs regarding operations and data transmission · Implemented new staffing and operations policies and procedures, streamlining work flow · Chaired Contracting Committee, with oversight, review, revision based on RVUs and

negotiation of new contracts to all contracted physicians. · Implemented revisions for consistency of current contracts and developed solutions to

assure smooth transition · Served on the Executive Committee and IS Task Force for resolution of systems effectiveness

for the network and Memorial Clinic Account Executive- Branch Manager - KPS Health Plans

Jan. 1998- Sept. 1998- Receivership- WSIC Closed office

Responsible for establishing satellite office for KPS Health Plans in Thurston County, with presence in Thurston, Mason, and Lewis counties. Served as primary health plan representative to Brokers, area hospitals, physicians, and other health care providers

· Cultivate relationships with constituents such as prospective agents, brokers, business groups, and community leaders

· Actively participated with five Chambers of Commerce within the region and participated with community functions and fund-raisers

· Developed new insurance products for marketing within the demographic region. Response to RFPs (Request for Proposal)

· Active participant in health benefit fairs, employee orientations for new groups, negotiation, and contract design for clients needs Verifying eligibility, customer service inquiries, claims payment, and Group Status memos

Member Service & Provider Relations - Pro Health Alliance

March 1996- January 1998

Initial customer service representative for new regional provider contracting organization in Southwest

Washington, responsible for provider and enrollee education and training, response to inquiries,

eligibility data management, and health plan interface.

· Utilized automated systems and formal methodologies to generate monthly capitation payments and attendant reports for member provider offices

Page 8: SHOP Technical Advisory Committee (TAC) Nominees and Bios · Barbara Schmidt (cont.) · Directly respond and resolve Vantive customer service complaints and perform service recovery

Barbara Schmidt (cont.)

· Processed monthly enrollment data and prepared automated reports on enrollment trends, capitation revenues, and patient assignments to support management decisions regarding contracting strategies, planning, and primary care capacity

· Implemented PHA Member Service policies and procedures, and complaint/grievance/resolution policies and protocols. Assisted in implementing and maintaining Medi-Comp patient information/ billing system

· Obtained insurance license and performed outreach and enrollment activities in support of the Washington Basic Health Plan Financial Sponsorship Program

· Designed welcome package for new enrollees and new member providers · Served on the PHA Practice Support Advisory Committee and collaborated with office

managers on the development and implementation of the network’s comprehensive practice support, advisory, and education initiatives

Patient Services Coordinator, Credentialing & Bookkeeping - Cascade Eye & Skin Center

Puyallup, WA. December 1995- March 1996

Responsible for receiving and accurately posting patient payments and insurance vouchers. Precisely accounting for money received for daily bank deposit, patient reimbursements, and employee payroll. Monitoring inventory, purchase order reconciliation of accounts and credits for optical department and skin care lines. Coordinated the timely gathering and submittal of complete credentialing information for nine specialists with contracted insurance companies and affiliated hospitals. Obtained primary care provider referrals, diagnostic codes, and benefit information for patients prior to surgery. Substituted for Office Manager as needed. Education:

Evergreen State College, Olympia, WA. B.A. 2001 (Business Management, Marketing, Organizational

Development, Finance, Economics)

City University, Tacoma, WA. (Business Administration, Dean’s list)

Licenses, Certification,

Certification Prosci Change Management 2005

Training & Development

96 hours completed in PMI PMP Program

Core Management Series

University of Washington Business School Profiler Development program

ABC’s of Win Win Communications

Courageous Conversations- successful completion of two courses

Responding to Employee Performance Problems

ICMI (International Call Management Institute)

Advanced Leadership Intensive

Computer Systems used:

EPIC - Centricity - Lastword - Hyperion - Lawson - Business Objects – Strata-Cap – KRONOS- HBI, Clarity

reporting (Info-view) ANODYNE

References are available upon request

Page 9: SHOP Technical Advisory Committee (TAC) Nominees and Bios · Barbara Schmidt (cont.) · Directly respond and resolve Vantive customer service complaints and perform service recovery

SHOP TAC Nominee

Carol Wilmes- Association of WA Cities Employee Benefit Trust- Program Manager

Carol Wilmes began her career with the Association of Washington Cities in August 1982. Since 1991,

Carol has directly managed the Employee Benefit Trust, offering medical, dental, vision, life, long-term

disability, employee assistance program and group long term care insurance to 240 cities and 45 special

purpose districts. In total, the Trust insures 37,000 employees and family members statewide.

Carol is a frequent resource for labor-management task forces addressing the complexities of health

care coverage, and has been involved in transition discussions at all levels of municipal government—

council meetings/retreats; union meetings; department head discussions; and joint labor/management

negotiations. Carol has testified at numerous interest arbitration and PERC hearings as an expert

witness, and has conducted presentations nationally on governmental entity health pools and public

sector health care trends.

Page 10: SHOP Technical Advisory Committee (TAC) Nominees and Bios · Barbara Schmidt (cont.) · Directly respond and resolve Vantive customer service complaints and perform service recovery

SHOP TAC Nominee

Deborah Brady- Associated Industries- Director, Employee Benefit Services Operations

PROFESSIONAL PROFILE

High-impact Operations Management Executive with a track record of developing and leading healthcare industry

teams to perform at new levels of success. Solid history of improving operational efficiencies and leadership

development. Known for creating strong and productive teams and establishing excellent relationships with

customers and internal partners. Certified Lean Leader. Expertise in:

Operations • Process Improvement • Human Resources • Financial Management

EXPERIENCE SUMMARY

Director, Employee Benefit Services Operations ASSOCIATED INDUSTRIES, Spokane, WA 2008 to Current

Responsible for the management and leadership of the Third Party Administration operations of the Healthcare Benefits Trust Department. Plan, coordinate and manage all of the healthcare products offered by A.I. Benefit Services. Implement policies and procedures that allow the department to meet the needs of over 14,000 members. Responsible for timely billing and collection of $4M in annual premium. Accountable for in-house Insurance Agency marketing for healthcare products to small groups and individuals.

Accomplishments:

Established Customer Satisfaction survey resulting in 78% of the respondents rating very satisfied to outstanding.

Implemented remote deposit processing, ACH, e-Billing and delinquent procedures to streamline and improve premium payment collection.

Implemented process improvements to eliminate dual entry for COBRA participants.

Developed a “web” presence for in-house agency linked with the major carriers in WA.

Successfully implemented a partnership with the Better Business Bureau resulting in the BBB recommending our Agency to all BBB members.

Implemented eligibility audit process to ensure regulatory and underwriting guidelines are met.

Implemented premium billing reconciliation processes with medical and dental carriers resulting in improved operations and financial management.

Successfully lead transition of the entire Trust membership from incumbent medical and life carriers to new medical carriers without service disruptions. The transition has lead to significant improvements in client satisfaction and operational efficiency.

Director, Operations PREMERA BLUE CROSS, Spokane, WA 2001 to 2008

Developed and implemented strategies to ensure timely and accurate enrollment of membership,

billing and account reconciliation. Effectively managed multi campus operations call center activities, claim

processing and membership and billing. Implemented consistent best practices to ensure accurate billing for

$160M in monthly premiums, call center operations and training curriculum strategies. Provided leadership to staff

of 250.

Accomplishments:

Implemented continuous improvement initiatives which reduced the enrollment cycle times by 60% an improved quality to 99%.

Page 11: SHOP Technical Advisory Committee (TAC) Nominees and Bios · Barbara Schmidt (cont.) · Directly respond and resolve Vantive customer service complaints and perform service recovery

Deborah Brady (cont.) Developed and planned conversion strategies to new system platform resulting in on time conversion and no

departmental down time. Directly lead the efforts to open a new remote office to effectively service walk-in members and additional call

center support. Office established, staffed, trained and opened on schedule. Through focused training and coaching, improved Call Center accuracy to 98% while meeting average speed of

answer and abandonment goals. Linked operational plans and projects to support corporate goals. Effectively forecasted and managed $11.6M

budget that resulted in routinely meeting targets by implementing continuous improvement efforts and effective call forecasting and staffing.

Supported customer relations and retention by addressing service needs. Implemented satisfaction survey resulting in 70% of the respondents rating their experience as very satisfied or outstanding.

Page 12: SHOP Technical Advisory Committee (TAC) Nominees and Bios · Barbara Schmidt (cont.) · Directly respond and resolve Vantive customer service complaints and perform service recovery

Assistant Vice President Group Services HEALTH PLAN OF NEVADA Las Vegas, NV 2000 to 2001

Accountable for developing, implementing and maintaining all system group and membership information, billing,

accounts receivable, account reconciliation and broker commissions corporate wide.

Established, monitored and took corrective action on departmental operating standards and procedures in support of HMO, PPO, POS, Medicare + Choice and Medicaid lines of business.

Analyzed automated systems and developed specifications for enhancements including implementation of electronic enrollment interface.

Directed the selection, hiring, training and development of departmental Directors, Managers and Supervisors. Reduced average days in accounts receivable from 28 days to 15 days.

Vice President Administration EYE CARE PLAN OF AMERICA, Phoenix, AZ 1997 to 2000

Directed all facets of activities related to the relationship with the customer including implementation and service,

administration of membership data, Member Services Call Center, contract review and administration. Managed

claims administration including development of departmental policies and procedure and TQM. Coordinated and

monitored compliance requirements for TPA licensure. Hired and trained a highly effective service team which

significantly improved response to customer needs.

Developed lucrative business relationships with clients. Managed several Fortune 100 accounts. Reduced claim processing cycle time from 45 days to 10 days in three months. Obtained over 100 client references in less than one year through service improvement efforts.

Membership Accounting Manager PACIFIC CARE, Phoenix, AZ 1996 to 1997

Manage enrollment and service activities for HMO and PPO accounts. Prepared Broker commissions, membership

reporting, premium billing and reconciliation for accounts located in Arizona and Nevada.

Prepared budget, policies and procedures. Supervised staff of 71.

Through process redesign and improved job alignment improved enrollment cycle time by 30%. Implemented quality tracking and improvement efforts resulting in higher customer satisfaction.

Operations Manager CIGNA HEALTH CARE, Phoenix, AZ 1995 to 1996

Managed service operations staff of 21 providing customer service ranging from billing to claim resolution for

Commercial HMO accounts located in Arizona and California. Prepared and administered annual budget,

performance appraisals, development of policies and procedures, project management and collection of $25M in

monthly premiums.

Planned and implemented launch of the Service Center delivering higher levels of customer satisfaction. Improved operating efficiency and reduced costs by consolidating functions and hiring staff. New group

implementation cycle time was improved by 50%.

Director Operations PCS HEALTH SYSTEMS, (AdvancePCS, Inc.) Scottsdale, AZ 1982 to 1995

Directed all enrollment processing activities and card production/distribution for prescription drug programs for 45

million members. Prepared and administered the annual budget, hiring and training of managers and supervisors.

Traveled nationwide to meet with clients to define processing requirements. Supervised staff of 100. Developed

and implemented strategies to produce 1 million ID cards during the year end peak. Resulted in on time delivery

and 99% accuracy.

Successfully implemented electronic data interchange methodologies for receiving enrollment data. Achieved higher quality of enrollment data and reduced cycle times.

Held other management positions in Training and Development, Customer Service and Tapes and Telecommunication.

Page 13: SHOP Technical Advisory Committee (TAC) Nominees and Bios · Barbara Schmidt (cont.) · Directly respond and resolve Vantive customer service complaints and perform service recovery

Deborah Brady (cont.) Education, Professional Development and Training

BA, Special Education, Arizona State University, Tempe, AZ

Certified Lean Leader, John Black and Associates LLC

Completed Board Development Series

Graduate, Leadership Spokane

Licensed Insurance Producer in WA

Memberships, Awards and Certificates

Past Chairperson, National Council for Prescription Drug Programs

Past Vision Ambassador, Prevent Blindness America

Past member of Women in Vision

Leadership Spokane Board, Vice Chair and Chairperson 2004 -2007

Nominated two consecutive years for "Leading Excellence"

Page 14: SHOP Technical Advisory Committee (TAC) Nominees and Bios · Barbara Schmidt (cont.) · Directly respond and resolve Vantive customer service complaints and perform service recovery

SHOP TAC Nominee

Dudley Bain- Bain Insurance Broker Qualifications Over twenty five years’ experience in the healthcare industry has provided me with an extensive skill set of managing and directing various medical insurance entities. Through extensive policy planning, administration, and business development, I have a thorough and wide varying understanding of the unique components which influence the region’s healthcare market. With my leadership ability, team building, planning and negotiating skills, I have endeavored to create an effective financial budget driven health care program for Washington State.

Personal Objective is to give back to the community which has supported and served me well.

Achievements

Nationally ranked – Bain Insurance Brokerage ranked 26th in size with nationally ranked insurer; ranked in the top 10 of 26,000 brokers nationally for 11 consecutive years National recognition – by the IAFP for Outstanding Leader of the Year – awarded and recognized as the National Chapter- President of the year in education, membership growth, and ethics achievement Man of the Year in 2009 for Automotive Service Association for years of leadership and dedication to

the automotive industry

Professional Experience 1964 – Current Bain Insurance Broker 1974 – 1984 Co-founder/Director/Executive VP of American Shield Life Insurance Co 1976 – 1992 Director of Universal Life Insurance Co of Washington 1985 – 1992 Founder/President of Universal Home Warranty Co 1992 – Current Owner of Benefit Consultants Northwest – Health insurance, consulting firm, plan designs, administration

Accomplishments

Graduate of Automotive Management Institute (AMI degree) 2010

Founded, implemented, and administered the Automotive Industry Health Insurance Trust

Founded, implemented, and administered the Real Estate Industry Health Insurance Trust

Strategic Partner, developed and administrated the Association Plans regarding health insurance WRE – Windermere Real Estate - nationally WAR – Washington Association of Realtors ASA of WA – Automotive Service Association of Washington ASA National – Automotive Service Association National Zurich – Strategic managing partner in the North West

Affiliations Member – Life and Health Underwriters WHU and NAHU

WSAE – Washington Society of Association Executives

ICW – Independent Colleges of Washington

IAFP – International Association of Financial Planners, past President

NHWA – National Home Warranty Association, past Director SSBC – Spokane Small Business Chamber

WAR – Washington Association of Realtors

ASA of WA – Automotive Service Association of Washington

ASA National – Automotive Service Association National

EBIA – Employee Benefit Institute of America SIIA – Self Insured Institute of America

SHRM – Society for Human Resources Management

Past Board Director of Y.F.C and Church

Page 15: SHOP Technical Advisory Committee (TAC) Nominees and Bios · Barbara Schmidt (cont.) · Directly respond and resolve Vantive customer service complaints and perform service recovery

SHOP TAC Nominee

Jeff Lindstrom- Health Insurance Team- Principal

Jeff Lindstrom is the Principal of Health Insurance Team, a boutique Employee Benefits Consulting firm that matches businesses, non-profits, and venture startups with creative and cost effective Health, Life, Disability and Employee Assistance Solutions. In addition to business clients, Jeff personally handles WSHIP and PCIP cases, helping the most vulnerable with expert guidance and support. The belief of his firm is simple, employee benefits should actually be valued used by the employee as a benefit, not just another business expense line item. To that end they work with to custom tailor benefits packages to offer services to the employees that are valued, utilized, and appreciated. This goes well beyond merely the tried and true Health and Dental Insurance plans of the past. They specialize in providing this in depth and client tailored experience, because they know each organization and individual has different needs and requirements. Jeff has been an invited speaker at numerous Washington business and non-profit association meetings and events before healthcare became a recent campaign and political topic. In addition he has been asked to provide testimony to the Washington State House Insurance Panel on several past proposed health Bills making their way through the Legislature. He received two undergraduate degrees, in Economics and International Business from Whitworth University in Spokane, WA. Other education includes studies at Satya Wachana University in Indonesia and his private pilot’s license. He is past vice president of the Seattle-Surabaya Sister City and Greater Indonesia Association, and is a member of the National Association of Health Underwriters (NAHU). With deep Pacific Northwest roots as a fifth generation Washingtonian, Jeff enjoys his family, numerous outdoor sports activities, his large backyard garden, and supporting his Parish.

Page 16: SHOP Technical Advisory Committee (TAC) Nominees and Bios · Barbara Schmidt (cont.) · Directly respond and resolve Vantive customer service complaints and perform service recovery

SHOP TAC Nominee

Matthew Canedy- Association of WA Business- Government Affairs Director

Matthew Canedy is the Association of Washington Business’ Government Affairs Director for health

care and education. An accomplished public affairs professional with over ten years’ experience

working in state and federal government, he relocated to Washington State from Washington, D.C. last

year.

During his time in the nation’s capital, he served as staff director of the Bipartisan Policy Center’s

Leaders’ Project -­­-­­ a national, bipartisan health care reform initiative led by former Senate Majority

Leaders Bob Dole, Tom Daschle, and Howard Baker. He was also an aide to U.S. Senator Gordon

Smith (R-­­OR), steering his work on health insurance coverage, Medicare, Medicaid, and medical

research. He was born and raised in Fort Worth, Texas, and he began his career working in a number

of budget and policy positions in the Texas Legislature.

Canedy earned a Masters of Public Affairs degree from the LBJ School of Public Affairs and a Bachelor

of Arts in Government from the University of Texas at Austin. In 2004, his professional report,

Healthcare Systems in the Era of Globalization: Resiliency or Retrenchment?, received the Wilbur and

Eloise Cohen Award for Excellence in Health and Social Policy Research from the LBJ School’s Center

for Health and Social Policy.