Open Enrollment 2010: Trainer Survey (Core) - (copy)

Survey Instructions:

In an effort to improve the Open Enrollment training that specialists receive, we are asking you to complete a survey regarding your classroom and facilitation experiences over the past several months. You will be asked a series of 20 questions regarding the various topics covered in Core training. NOTE - this survey focuses on Core only; a separate survey link is available for client-specific feedback.

There are no right or wrong answers, and all results are anonymous.


A red asterisk (*) indicates required questions.

  1. Overall, did the HW/OE Core training materials prepare you to facilitate class for learners? *
     
      1 2 3 4 5  
    I was completely unprepared for my job.  It prepared me completely for my job.


  1. Course Review The grid below lists the major topics covered in the Core curriculum. Please rate how relevant you found the following information in preparing learners for their job:*

            1 2 3 4 5      
      Health and Welfare (H&W) Overview Not at all relevant Extremely relevant  
      Participant and Dependent Eligibility Not at all relevant Extremely relevant  
      Medical and Prescription Plans Not at all relevant Extremely relevant  
      Dental, Visions, Spending Accounts Not at all relevant Extremely relevant  
      Employee and Dependent Life Insurance Not at all relevant Extremely relevant  
      Disability and Long-term Care Not at all relevant Extremely relevant  
      Other Benefits Not at all relevant Extremely relevant  
      COBRA Not at all relevant Extremely relevant  
      Medicare Not at all relevant Extremely relevant  
      Life Events Not at all relevant Extremely relevant  
      Pre-Open Enrollment Not at all relevant Extremely relevant  
      Open Enrollment Not at all relevant Extremely relevant  
      Post-Open Enrollment Not at all relevant Extremely relevant  


  1. Health and Welfare Overview Which of the following H&W foundational topics did you find relevant to an OE Specialist's role? *

            1 2 3 4 5      
      Understanding why employers offer health plans. Not at all relevant Extremely relevant  
      Understanding the requirements of H&W plans.  Not at all relevant Extremely relevant  
      Identifying the who pays for H&W programs (Employee vs Employer). Not at all relevant Extremely relevant  
      Understanding the major roles within the H&W industry (Providers, Employers, etc.) Not at all relevant Extremely relevant  
      Understanding the basic philosophies of healthcare (Indemnity vs Managed Health Care). Not at all relevant Extremely relevant  
      Understanding impacts of major legislation (COBRA, HIPAA, etc.) Not at all relevant Extremely relevant  
      Identify applicable government programs (ERISA). Not at all relevant Extremely relevant  


  1. Benefit Eligibility Which of the following Participant and Dependent Eligibility topics did you find relevant to an OE Specialist's role? *

            1 2 3 4 5      
      Participant eligibility (Waiting periods, full-time vs part-time, retirement rules, etc.) Not at all relevant Extremely relevant  
      Definition of dependent children (age, full-time student status, etc.) Not at all relevant Extremely relevant  
      QMCSO information. Not at all relevant Extremely relevant  
      Domestic Partner information. Not at all relevant Extremely relevant  
      Legal Guardianship information. Not at all relevant Extremely relevant  
      Power of Attorney (POA) information. Not at all relevant Extremely relevant  
      Coverage tiers (Employee, Employee +1, Employee +Family). Not at all relevant Extremely relevant  


  1. Medical and Prescription Plans Which of the following topics did you find relevant to an OE Specialist's role? *

            1 2 3 4 5      
      Deductible/Co-insurance/Co-pay Not at all relevant Extremely relevant  
      Out-of-Pocket/Lifetime Maximums Not at all relevant Extremely relevant  
      Primary Care Physician Not at all relevant Extremely relevant  
      Pre-certification Not at all relevant Extremely relevant  
      Indemnity Plans Not at all relevant Extremely relevant  
      Managed Care Plans Not at all relevant Extremely relevant  
      HMO/PPO/POS Plans Not at all relevant Extremely relevant  
      Consumer-driven Plans (HSA, HRA) Not at all relevant Extremely relevant  
      Prescription Plans (Card vs. mail-order) Not at all relevant Extremely relevant  
      Coordination of Benefits Not at all relevant Extremely relevant  
      Pre-existing Conditions Not at all relevant Extremely relevant  


  1. Dental, Vision and Spending Accounts Which of the following topics did you find relevant to an OE Specialist's role? *

            1 2 3 4 5      
      Dental Plans Not at all relevant Extremely relevant  
      Vision Plans Not at all relevant Extremely relevant  
      Health Care Flexible Spending Accounts Not at all relevant Extremely relevant  
      Dependent Care Flexible Spending accounts Not at all relevant Extremely relevant  
      Flexible Spending Accounts vs. Health Savings Accounts Not at all relevant Extremely relevant  


  1. Life Insurance Which of the following topics did you find relevant to an OE Specialist's role? *

            1 2 3 4 5      
      Employee Life Insurance Not at all relevant Extremely relevant  
      Dependent Life Insurance Not at all relevant Extremely relevant  
      Beneficiary Forms Not at all relevant Extremely relevant  
      Imputed Income Not at all relevant Extremely relevant  


  1. Disability and Long-term Care Which of the following topics did you find relevant to an OE Specialist's role? *

            1 2 3 4 5      
      Short-term Disability (STD) Not at all relevant Extremely relevant  
      Long-term Disability (LTD) Not at all relevant Extremely relevant  
      Long-term Care Plans Not at all relevant Extremely relevant  


  1. Other Benefits Which of the following topics did you find relevant to an OE Specialist's role? *

            1 2 3 4 5      
      Vacation Days/PTO (Paid Time Off) Not at all relevant Extremely relevant  
      Mental Health/Substance Abuse Plans Not at all relevant Extremely relevant  
      Employee Assistance Plans Not at all relevant Extremely relevant  
      Group Legal Plans Not at all relevant Extremely relevant  
      Financial Planning Programs Not at all relevant Extremely relevant  
      Health Promotion Programs (Smoking Cessation, etc.) Not at all relevant Extremely relevant  


  1. COBRA Which of the following topics did you find relevant to an OE Specialist's role? *

            1 2 3 4 5      
      Who qualifies for COBRA Not at all relevant Extremely relevant  
      Length of COBRA coverage Not at all relevant Extremely relevant  
      COBRA Disability rules Not at all relevant Extremely relevant  
      COBRA Enrollment Not at all relevant Extremely relevant  
      Cost of COBRA Coverage Not at all relevant Extremely relevant  
      When COBRA Benefits End Not at all relevant Extremely relevant  


  1. Medicare and Retiree Benefits Which of the following topics did you find relevant to an OE Specialist's role? *

            1 2 3 4 5      
      Medicare covered expences Not at all relevant Extremely relevant  
      Medicare eligibility Not at all relevant Extremely relevant  
      Medicare Part A Not at all relevant Extremely relevant  
      Medicare Part B Not at all relevant Extremely relevant  
      Medicare Part C (Medicare Choice, Medicare Advantage, Sr. HMO, etc.) Not at all relevant Extremely relevant  
      Medicare Part D Not at all relevant Extremely relevant  


  1. Events Which of the following events did you find relevant to an OE Specialist's role? *

            1 2 3 4 5      
      Open Enrollment Event Not at all relevant Extremely relevant  
      New Hire Event Not at all relevant Extremely relevant  
      Retirement Event Not at all relevant Extremely relevant  
      Other Qualified Life Event Not at all relevant Extremely relevant  
      Sending Forms Not at all relevant Extremely relevant  
      Adding Dependents Not at all relevant Extremely relevant  
      Evidence of Insurability (EOI or POI) Not at all relevant Extremely relevant  
      Caller Verification Not at all relevant Extremely relevant  


  1. Pre-Open Enrollment Which of the following pre-OE topics did you find relevant to an OE Specialist's role? *

            1 2 3 4 5      
      Pre-OE environment (waves, timing, populations) Not at all relevant Extremely relevant  
      Pre-OE provisions (changes from current plan year) Not at all relevant Extremely relevant  
      Pre-OE communications (kits, brochures) Not at all relevant Extremely relevant  
      Pre-OE systems and tools (KNOVA, AIS, PASS) Not at all relevant Extremely relevant  
      Pre-OE processes (sending reprints, transferring BAU calls) Not at all relevant Extremely relevant  


  1. Open Enrollment Which of the following OE topics did you find relevant to an OE Specialist's role? *

            1 2 3 4 5      
      OE communications (reminders) Not at all relevant Extremely relevant  
      OE systems and tools (KNOVA, AIS, PASS) Not at all relevant Extremely relevant  
      OE processes (taking elections, transferring calls) Not at all relevant Extremely relevant  


  1. Post-Open Enrollment Which of the following post-OE topics did you find relevant to an OE Specialist's role? *

            1 2 3 4 5      
      Post-OE environment (clean up periods, vendor timing) Not at all relevant Extremely relevant  
      Post-OE communications (ID cards, confirmations) Not at all relevant Extremely relevant  
      Post-OE systems and tools (KNOVA, AIS, PASS) Not at all relevant Extremely relevant  
      Post-OE processes (dual-year enrollments) Not at all relevant Extremely relevant  


  1. Do you think enough time was spent practicing customer service skills during Core training?*
    Yes
    No


  1. Do you think enough time was spent practicing on tools and transactions during Core training?*
    Yes
    No


  1. Were there any subjects you wished was covered in greater depth during Core training? If so, please describe.


  1. Were there any subjects you felt were unnecessary and could be removed from Core training? If so, please describe.


  1. Any other comments regarding Core:





Energizer ID Team