Rebecca Wolfson Email & Phone Number

Employee Navigator SME

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

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

Greater Omaha Area

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

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

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

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

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

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