Tanya Friesen

• Built Gallagher’s client onboarding process for employee benefits from the ground up, creating standardized workflows, documentation, and communication templates that improved efficiency and client satisfaction.
• Lead onboarding for new employer groups, collecting plan data, coordinating implementation steps, and ensuring accurate setup of medical, dental, vision, life, disability, and voluntary benefit programs.
• Serve as the primary onboarding contact for team members, guiding them through timelines, requirements, and system setup to ensure a smooth transition.
• Collaborate with carriers, benefits consultants, producers, and account managers to ensure seamless plan installation and timely resolution of discrepancies.
• Enter, audit, and validate benefits data across multiple platforms, ensuring accuracy, compliance, and readiness for ongoing account management.
• Develop tracking tools and reporting methods to monitor onboarding progress, identify bottlenecks, and streamline processes.
• Train internal team members on the onboarding workflow, establishing best practices and scalable procedures for future growth.

• Managed end‑to‑end COBRA implementation for employer groups, ensuring accurate setup of qualifying events, plan details, rates, and participant data.
• Served as the primary implementation contact for clients, providing clear guidance on COBRA regulations, timelines, and system requirements.
• Coordinated with carriers, payroll teams, and internal operations to ensure seamless data transfer and compliance with federal COBRA guidelines.
• Conducted detailed audits of plan information, eligibility files, and rate structures to ensure accuracy prior to go‑live.
• Developed implementation checklists, documentation, and communication templates to improve consistency and reduce onboarding errors.
• Trained clients and internal teams on COBRA processes, system navigation, and ongoing administrative responsibilities.
• Supported process improvements that enhanced efficiency, reduced manual work, and improved client satisfaction.

• Led cross-functional teams to implement health benefit solutions for clients.
• Coordinated client onboarding processes and ensured timely project delivery.
• Managed client relationships and addressed implementation-related inquiries effectively.