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<br />~eferencc Check on Financial Concepts, Inc.
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<br />Page 1 of:
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<br />Johnson, Schawn
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<br />II:
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<br />Julie Tembreull Utembreull@ci.champlin,mn,us]
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<br />Tuesday, May 03, 2005 11:05 AM
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<br />To: schawn,johnson@ci.arden-hills,mn,us
<br />Subject: RE: Reference Check on Financial Concepts, Inc,
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<br />;chawn:
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<br />;ee my response below (in blue).
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<br />ulie
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<br />---Original Message-----
<br />'ro m: schawn .joh nson@ci.arden-hills.mn.us [mailto :schawn .joh nson@ci,arden-hills,mn,us]
<br />ient: Monday, May 02, 2005 2:00 PM
<br />ro: Julie Tembreull
<br />.ubject: Reference Check on Financial Concepts, Inc.
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<br />Hi Julie:
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<br />L
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<br />My name is Schawn Johnson. I am the Assistant to the City Administrator for Arden Hills. We are in the process of
<br />evaluating potential health/insurance care brokers and Financial Concepts, Inc, listed you as a reference, I was wondering if
<br />I could take a few moments of your time to answer the following questions:
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<br />_' What are the broker's areas of responsibilities in your City? [Julie Tembreull] Financial Concepts is our agent of record for
<br />ealth, dental, life and long term disability insurance, As such, they are responsible for reviewing the plan design and claims
<br />experience and recommending changes, negotiating insurance contract renewals with the vendors, resolving any claim
<br />issues between the City and the vendor and/or the employee and the vendor, conducting employee education meetings and
<br />surveying employees regarding benefits, etc, They also provide seminars and newsletters on human resources related
<br />topics,
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<br />2, In your opinion, what does the broker do well? We work with Jim Sarych and Shari Wodarck and they are very responsiVE
<br />to our inquiries, They return phone calls/e-mails promptly, they provide good information both to our Insurance Committee
<br />and to the employees, they look for ways to reduce our premiums and offer us plenty of options so that we feel we can really
<br />customize our plans to exactly the way we want. They are really helpful in all areas,
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<br />3. Are there any performance issues or problems that you have had with the broker? No
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<br />4, Does the broker do a good job educating and relating to your staff regarding employee benefit packages? Yes They do ,
<br />good Job presenting the information, answering questions, and following up, They provide good informational handouts, and
<br />will bring in a representative of the vendor, if necessary,
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<br />5, Is your broker timely in returning phone calls and answering any questions or concerns that you may have? [Julie
<br />Tembreull) Yes, even if they are out of the office, they have someone else on staff that can answer your question They cOPI
<br />you on all e,mails so that you know that they are follOWing up on your question,
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<br />6, Does the broker have any service limitations or problems meeting your employees benefit needs? No
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<br />7, What type of letter grade would you give your broker? A
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<br />_, Would you recommend this company to the City of Arden Hills? If not, please explain, [Julie Tembreuil] Yes, definitely
<br />We are very happy with Financial Concepts and the services they provide,
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<br />Thank you again for your assistance in this matter.
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<br />5/3/2005
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