Becca Nagy Email & Phone Number

Lead and retained a book of business of 22 clients, resulting in recurring revenue of $1.2M. Client size ranging from 20 employees up to a 300 employees, including Fully Insured and Level Funded groups who were reviewing Self Funding opportunities. Drove strategic milestones through quarterly meetings by presenting market trends, demographic and claims data, as well as benchmarking to make sound recommendations. Successfully marketed, negotiated, and renewed clients benefits as well as provide Open Enrollment materials and education for employees. Mentored, trained, and delegated to Customer Experience Manager and Analyst roles for total team success. Ensured clients were remaining compliant with yearly filings. Participated in internal pilot programs to launch new products or internal efficiencies by providing feedback.

Chicago, Illinois, United States

Chicago, Illinois, United States

Supported and maintained relationships with a book of 10 clients for all Benefit/Total Compensation related items. Owned the marketing and renewal process for all clients. Facilitated weekly internal and external meetings to keep teams on task to fulfill client goals. Participated in the creation and presentation of milestone meetings for clients, specifically strategy, utilizing data analytics and industry trends to make recommendations. Delegated projects to and trained team coordinator which includes reviewing and providing feedback regularly

Chicago, Illinois, United States

Acted as a supporting role on an Account Management team to provide a book of 15 businesses excellent Benefits Support. Assisted clients in every day tasks including eligibility of benefit management. Relayed information between clients and vendor partners. Ensured clients were up to date on compliance items and provided the proper filings such as 5500s and Medicare Part D Notices. Kept teams organized on strategic consulting initiatives and Renewals/RFPs.

Chicago, Illinois

Completed benefit maintenance for and kept positive relations with personal client base of 6 companies. Collaborated as a team member to manage COBRA lifecycle for client base of 30 restaurants. Participated in sending and reconciling EDI files. Identified knowledge base gap and collaborated cross-functionally to introduce new organization and team specific training tools via Confluence.

Greater Chicago Area

Utilized conflict resolution skills to provide crisis stabilization through clinical intake via phone; clinical cases ranged from talk therapy to active domestic violence. Created action plans for clients to connect to necessary level of care dependent on the crisis; could include follow up with clients, their HR representatives, and care providers. Maintained complete and accurate documentation to ensure proper adherence to HIPPA policies.

Greater Chicago Area

Utilized Applied Behavioral Therapy with autistic patients in order to improve necessary skills. Collaborated with supervisor to track progress of patient with accurate documentation.

Greater Chicago Area

Received and utilized 20 hours of crisis management training on the phone lines. Additionally, worked with community involvement director to complete programming.