Benefits Series - Administration

November 27, 2019 7:30 AM to 9:00 AMRoyal Mayfair, Edmonton, Alberta
Area of Interest: Benefits, Networking Format: In Person

Exceptional Administration Exceptional Results!

What are the various roles and responsibilities in the administration of a benefit plan by employers today. Why should they focus on admin? What are the best practices surrounding communication, onboarding and eligibility that every employer should know to mitigate their liabilities and improve their employee engagement?

Fees and Registration
Membership TypesRegular Price
Regular membership$47.62 CDN
Plan Sponsor Individual Membership$47.62 CDN
Associate$47.62 CDN
Student$33.34 CDN
Non Member$96.43 CDN
Cancellation Policy
CE Credits will be offered in partnership with the Alberta Insurance Council.

Sarah Routledge Manager, Group Administration, Alberta Blue Cross

Sarah Routledge obtained a Bachelor of Science Degree from the University of Alberta and since then, has pursued ongoing training and development over the past 17 years with Alberta Blue Cross. Currently her area of management is that of group member setup and eligibility, but her background at Alberta Blue Cross also includes group setup, group billing, group benefit reporting, learning and development, business analysis and testing, as well as the research and policy field of the health environment. An expert resource, Sarah has been instrumental in the visioning, research and development of admin systems as well as in identifying methods of change management, business process validation and short and long term process efficiencies.

Don Forbes Manager, Group Sales Northern Alberta, Alberta Blue Cross

Don rejoined Alberta Blue Cross in July 2017 after spending over 5 years as a principal with a major consulting firm, 7 years as regional director at a major insurance carrier and many more years as a group insurance account executive, spanning over 35 years in total. He currently oversees the sales and service team in Edmonton, who help advisors and plan sponsors design innovative plans for a very wide range of clients, providing keen insight on plan options based on the client’s utilization and needs. He has extensive knowledge of group insurance, including underwriting and financial management, plan design options, benefit/plan taxation, administration procedures, claims practices, and current developments in the benefits field.

This Benefits Series will give attendees a good foundational overview of employee benefits with a focus on benefit plan design and administration, impacts on premiums, insurance principles, disability plan management, administrative best practices and legal requirements.