Rebecca Wolfson

Rebecca Wolfson Email and Phone Number

Employee Benefits and Benefits Technology Professional @ Patra Corporation
el dorado hills, california, united states
Rebecca Wolfson's Location
Omaha, Nebraska, United States, United States
Rebecca Wolfson's Contact Details

Rebecca Wolfson personal email

n/a

Rebecca Wolfson phone numbers

About Rebecca Wolfson

Relator | Consistency | Restorative | Adaptability | InputI find a great deal of satisfaction delving into a process, assessing its condition, then constructing and implementing a plan for success. I have more than 20 years of experience in customer/client service, process and product management, and as a strong problem-solver across multiple industries and roles.

Rebecca Wolfson's Current Company Details
Patra Corporation

Patra Corporation

View
Employee Benefits and Benefits Technology Professional
el dorado hills, california, united states
Website:
patracorp.com
Employees:
832
Rebecca Wolfson Work Experience Details
  • Patra Corporation
    Employee Benefits Technology Specialist
    Patra Corporation Jul 2024 - Present
    Employee Navigator SME
  • The Olson Group, Inc
    Benefits Technology And Implementation Manager
    The Olson Group, Inc Aug 2018 - Jul 2024
    Omaha, Ne
    Manages the Benefits Administration system The Olson Group Client Connection or TOGCC (Employee Navigator) Internal and external training on use of the softwareConducts product demonstration Conducts educational webinarsResponsible for plan builds, testing, roll out, and maintenance within the software Account and client management Supervise, train, and coach enrollments team Vendor and Carrier management Escalation point for enrollments and client serviceBenefit Administration; Benefit knowledgeAdditionally responsible for successful onboarding of all new business; ensure smooth transition from Sales to ServiceHandle all AOR/BOR activities for new businessResponsible for creation, implementation, and maintenance of new business process
  • The Olson Group, Inc
    Benefit Technology Specialist
    The Olson Group, Inc Oct 2016 - Aug 2018
    Omaha, Ne
    Responsible for implementing, building, and managing all life events for 15-20 employer groups, encompassing approximately 6000 lives, on benefits administration platform (Employee Navigator)Working knowledge of all core lines of employee benefits, in addition to many voluntary and ancillary benefits including plan design and rate structureAbility to read and understand plan documents and disseminate said information where questioned Work with outsource companies and other vendorsHeavy problem-solving and customer service
  • Gateway Mortgage Group, Llc
    Loan Originator
    Gateway Mortgage Group, Llc Mar 2016 - Oct 2016
    Greater Omaha Area
  • Box Office Ticket Sales
    Risk Management Analyst/Customer Service Manager
    Box Office Ticket Sales Nov 2014 - Feb 2016
    Omaha, Ne
    I was primarily responsible for keeping the company rate of chargebacks to sales below a certain percentage. This was accomplished by working with all departments and levels on customer service policy and procedure creation and implementation, as well as pattern recognition, and detection and correction of errors and fraud. Decision-making with bottom line impact to mitigate chargeback risk and ensure company profitWorked directly with all levels of the company including C-level officersComplex tracking of multiple verticals to spot possible risk and patternsError detection and correction; alter policies and proceduresTactful and skilled negotiation with vendors and bank representatives Supervised and mentored team with varying skill sets Detailed and accurate record keeping on multiple platforms Fraud detection and management Attention to detail and multitasking with focus on accuracy and productivity Creative problem-solvingExceptional written and oral communication
  • Box Office Ticket Sales
    Senior Sales Support Specialist
    Box Office Ticket Sales Dec 2012 - Nov 2014
    Greater Omaha Area
    Problem identification and resolution in stressful, time-sensitive situationsDetection and correction of errors resulting in a strong record of saved sales Process and prioritization in fast-paced environmentComplex tracking of tickets and delivery solutionsRisk management responsibility with discretionary authorityCommunication and negotiation with vendorsCreative problem-solvingDirect management of vendor, team and customer relations reflecting an acute awareness of the ticket market and interpersonal relationshipsTrusted by management to determine payment methods and wise expenditure of company money; fraud awareness
  • Aureus Group
    Staffing Assistant
    Aureus Group May 2012 - Dec 2012
    Greater Omaha Area
    Handled all vendors of H1B visa subcontractors; acted as point person for all vendor relationsSupervised and trained Interns and Administrative AssistantsAudited Recruiter activity at the Branch Manager’s requestPerformed troubleshooting and escalation when hardware/software issues aroseManaged an online cloud-based document creator and the information thereinCreated and posted advertisements for open jobs; responsible for using allotted advertising within a budgetWorked within SQL and .NET databases; built SQL queriesPrepared Recruiters and Account Managers for client visits both in and out of townPlanned events such as trade shows, team building outings, and client entertainmentEdited and sent client contracts for Account Managers and candidate contracts for RecruitersScreened potential candidates both through their resumes and face-to-face interviewsProvided daily meeting support; participated in all meetings to take meeting notes and to be aware of all goings-on
  • Coldwell Banker Ac Lawrence
    Licensed Real Estate Agent
    Coldwell Banker Ac Lawrence May 2009 - Feb 2012
    Greater New York City Area
    Setup and maintained client records and databaseInitiated phone and email correspondences; followed-up to ensure closed dealsLiaised between client and landlords Understood and helped clients successfully navigate the market and application processProvided customer service and quickly managed any issues that aroseUsed multiple Internet-based platforms to gain market knowledge and to create advertising
  • Jdeal.Com
    Administrative Assistant (Contract)
    Jdeal.Com Dec 2010 - Mar 2011
    Greater New York City Area
    Managed all logistics related to the “daily deal” including answering business queries, sending salespeople out on calls, writing and editing business contracts, and tracking all sales resultsLiaised between the sales team, copy and imagery departments, merchants and customers Managed and tracked sales and deal calendars Salesforce database managementCreated and implemented best practices for the sales processFiled and organized the systems in which to fileInternet research to track competitors activity
  • The Jewish Theological Seminary (Jts)
    Administrative And Admissions Assistant
    The Jewish Theological Seminary (Jts) Dec 2007 - Aug 2008
    Greater New York City Area
    Served as Administrative Assistant to both the Day School Leadership Training Institute Project Director and the Admissions DirectorScheduled, planned, coordinated, and managed all logistics on site for retreats for 25 – 50 people, including a month-long retreat for 15 out-of-town participants and six mentors. Worked with accounting to reimburse participants and mentors for travel expenses, etc.Proofread and edited all outgoing correspondence, including acceptance and fellowship lettersMaintained student records; filing, tracking application process

Rebecca Wolfson Skills

Problem Solving Customer Relations High Level Of Accuracy Decision Making Skilled Multi Tasker Error Correction Time Management Chargebacks Decision Support Sales Support Tools Troubleshooting Calendaring Sales Operations Project Tracking Interpersonal Communication Vendor Relations Process Improvement Vendor Relationship Management Productivity Improvement Record Keeping Brokers Training Employee Training Market Research Microsoft Office Salesforce.com Implementation Salesforce.com Administration Executive Calendar Management Google Docs Money Management Online Marketing Ticket Operations Event Ticketing Supplier Negotiation Lease Negotiations Inventory Accuracy Sales Management Project Implementation Record Maintenance Management Negotiation Customer Service Sales Leadership Social Networking Fixed Annuities Life Insurance Disability Insurance Product Management Benefits Administration Salesforce.com Employee Navigator Voluntary Employee Benefits Group Benefit Plans Health And Welfare Benefits Variable Annuities Ancillary Benefits Product Demonstration Sales Process Risk Management Fraud Investigations Creative Problem Solving

Rebecca Wolfson Education Details

Frequently Asked Questions about Rebecca Wolfson

What company does Rebecca Wolfson work for?

Rebecca Wolfson works for Patra Corporation

What is Rebecca Wolfson's role at the current company?

Rebecca Wolfson's current role is Employee Benefits and Benefits Technology Professional.

What is Rebecca Wolfson's email address?

Rebecca Wolfson's email address is re****@****oan.com

What is Rebecca Wolfson's direct phone number?

Rebecca Wolfson's direct phone number is (918)-712*****

What schools did Rebecca Wolfson attend?

Rebecca Wolfson attended University Of Nebraska At Omaha.

What skills is Rebecca Wolfson known for?

Rebecca Wolfson has skills like Problem Solving, Customer Relations, High Level Of Accuracy, Decision Making, Skilled Multi Tasker, Error Correction, Time Management, Chargebacks, Decision Support, Sales Support Tools, Troubleshooting, Calendaring.

Who are Rebecca Wolfson's colleagues?

Rebecca Wolfson's colleagues are Nikita Joshi, Durgaprasad Kona, Gaurav Pandey, Maniraj Baghel, Lacey Angeron Cenac, Kiran Tandekar, Vaibhav Verma.

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