Rita Bechara Email & Phone Number

Valhalla, Ny, Us

▶ SCOPE: Recruited to join fast-growing team, leveraging relationship-building experience to better service clients. Appointed to team of 6–7 account executives and 5–6 financial analysts. Partner with financial analysts to review data and identify painpoints to improve client experiences. Establish rapport with HR leaders, bring feedback to team to meet company/employee needs. Serve as main point of contact with vendors (insurance carriers, administrators, billing, and benefits/payroll), creating buy-in to meet service goals. Maintain expertise in ERISA, COBRA, FMLA, 5500s, and Health Care Reform. ▶ KEY CONTRIBUTIONS:● Established rapport with robust book of business/client portfolio and technical expertise to clients and sales team. Received excellent feedback from clients and ensured high-levels of retention with USI due to attention to detail and engagement.● Championed cross-selling initiatives to develop customer accounts, ensuring growth and ROI. Identified solutions tailored to clients’ needs. ● Delivered successful Open Enrollment held annually. Rebuilt initial plan set up, working across tight deadlines and weekends to ensure smooth infrastructure and rollout. Analyzed data to offer recommendations in partnership with finance. ● Set up Wellness Plans to meet employers’ needs, offering employees improved programs around physical and mental health.

Hartford, Connecticut, Us

▶ SCOPE: Promoted to oversee day-to-day operations of benefits administration for health and welfare benefit insurance plans. Negotiated contracts with mid-size businesses and brokers, adhering to fair market value standards with focus on aligning products to needs of organization. Managed robust book of business generating $36M annually with 8K+ members, surpassing sales metrics YOY across 10 states. Escalated claim issues, connecting with providers for resolutions on behalf of members.▶ PROJECT MANAGEMENT: Applied hands-on methodology to effectively manage practices and procedures related to benefit offerings, leveraging administrative support to effectively address and resolve issues. Ensured retention by attending monthly underwriting and management calls to review projected renewals. Worked on problems of diverse scope, evaluating identifiable factors to improve outcome. ▶ KEY CONTRIBUTIONS:● Recognized as top performer by brokers, clients, and superiors, with 4-star service rating YOY since 2010. Excelled in commitment to clients and proactive ability to maintain relationships, cross-sell products, and resolve issues quickly.● Instigated training and mentoring processes derived from personal hands-on learning experience. Facilitated solutions and changes to contract renewal and client engagement procedures. ● Secured high-level customer and plan retention since 2008 consecutively YOY. Traveled to meet brokers in person annually.● Tapped as SME to review portfolio and develop renewal strategies by evaluating group size, loss ratio (medical cost), and longevity of partnership. Provided assistance with open enrollment, annual filings, audits, testing, and plan renewals. ● Determined quarterly compensation, analyzing metrics across entire book of business to ensure accurate payment distribution. ● Transformed customer service via hands-on approach to stakeholder relationships. Resolved to apply on-the-job training skills to address complex issues.

Hartford, Connecticut, Us

SCOPE: Applied prior work experience in education to role, learning nuances of insurance industry hands-on. Built longstanding relationships with customers through driven focus on personal interaction, customer service, swift resolutions to issues, and trust. Orchestrated on-site health fairs prior to open enrollment as key liaison to potential clients. Achieved renewal and growth goals YOY, identifying areas of opportunity to sustain and grow membership. Advanced sales by targeting enrollment, relationships, support, and customer loyalty and retention. Analyzed data and ensured integrity within sales systems, accounts, and book of business to spur sales performance and customer management. ▶ KEY CONTRIBUTIONS:● Influenced program and policy changes through chain of command to leaders. Contributed advice earned through hands-on experience. Facilitated upgrades to customer interaction, renewal processes, and broker engagement. ● Enforced compliance by ensuring brokers and policyholders understood current Aetna policy, plan design, and benefit changes annually. Evaluated data and provided analysis of potential impact to enrollment. Devised solutions to retain robust client base.

▶ Developed and nurtured children, delivering interactive learning programs to engage and educate young children. Orchestrated meals, crafts, and play activities to advance educational instruction.

Master Of Science - Ms, Business Management

Bachelor Of Arts - Ba, Justice Studies