Joseph Gebhardt Email & Phone Number

Hartford, Connecticut, United States

Hartford, Connecticut, United States

Manage the Standards Management Unit (SMU) and the Latin American book of business Plan Sponsor Services team. Product owner and managed the launch of our new Salesforce operations process for all of International.

Farnborough, England, United Kingdom

Managed the Europe client services and global documentation teams, reporting to the COO of Aetna International. Inherited a team with significant turnover and performing outside of service level agreements; built a strong team and successfully brought all metrics back within standard turnaround times.

Farnborough, England, United Kingdom

Project management of the InterGlobal service operations integration as well as strategic initiatives focusing on improving member experience, enhancing the Aetna International website, and implementing business continuity.

Hartford, Connecticut Area

Strategic initiatives project management at Aetna International, focusing on integration, driving change, and improving member experience.

Bangalore, India

Consulted with multinational clients to provide insight into industry specific trends, improve processes, and create solutions to technology challenges.- Extensive industry training in Retail, Consumer Packaged Goods, Transportation and Government.- Analyzed the current IT initiatives and created a roadmap for future opportunities and improvements for a Fortune 100 retailer in the home improvement industry.

Madrid, Spain

Worked collaboratively with the Corporate Finance group on mergers and acquisitions, valuations of companies, and strategic alliances in the range of $20 to $100 million; involved in all aspects of the transactions on both the sell and buy sides.- Created information packets and pitch books in both Spanish and English and presented to potential investors.- Valued companies through multiples, comparables, and discounted cash flows utilizing Bloomberg financial data.

Hartford, Connecticut

Reported directly to the Head of Dental Actuarial on daily basis. Researched and redesigned many weekly and monthly reporting packages that the team prepared for senior management, resulting in more efficient operations.- Designed and implemented an updated Trend Model with integrated Benefit Index, accurately predicting future medical costs for diverse demographics, allowing for more accurate pricing of dental insurance benefits.- Collaborated with Law and Product departments to implement State Dependent Age Limits in order to comply with state regulations and meet strict deadlines. - Created state rate filings and worked with states’ department of insurance for submission and approval, achieving approval on first application in a normally long process.

Hartford, Connecticut

Assigned to create and package monthly reports used by senior management. Initiated effort to automate reporting process for improved efficiency and created reports that displayed information more effectively.- Created, trained, and implemented new Records Retention Management policies for all Finance Actuarial, eliminating old data and reducing paper and storage space and ultimately saving the company money.- Restructured time-consuming monthly reporting package used by the Head of Dental Actuarial; introduced automated Excel packages, reducing the reporting time from two weeks to two days – an 80% decrease in time. - Responded to all questions submitted to Dental Actuarial Help Desk with a 100% improvement in turnaround time.

Hartford, Connecticut

Initially assigned to manually test rating applications. Inaugurated process improvements through automation and trained staff on updated process.- Developed and implemented automated rating models in Excel using VBA, improving accuracy and speed by 50x.

Imba, International Business, Finance, 3.95

Activities and Societies: Finance clubDarla Moore Fellow Scholarship Business and language training in Spanish in Salamanca, Spain.

Bs/Ba, International Business/Spanish, 3.7

Activities and Societies: Phi Kappa Phi Honors Society, National Society of Collegiate Scholars, Student Investment ClubGraduated Cum Laude