Company's current health benefits plan proved costly, and organization was experiencing rapid growth. Broker was member of board of directors. Leadership lacked awareness that health benefits costs would grow as expansion continued.

Analyzed situation. Reported costs of maintaining current course to executive management. Proposed competitive bid process to choose broker judged by joint panel of executive staff and members of HR committee of board of directors. Developed request for proposal and sent to ten benefit firms.

Received cost-effective quotes and discovered broad spectrum of vendor services available. Joint panel made objective decision. Selected firm with best benefit quotes and highest service capacities.

Ultimately consolidated four health plans into one and enhanced benefits. Reduced costs 40% for company and out-of-pocket expenses for employees. Employee satisfaction surveys reported increased satisfaction in health benefits of 20%.