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.

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.

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.

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.

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..

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.