Rebecca Olson
Retirement Income Client Relations at National Insurance Services- Claim this Profile
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Bio
Credentials
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Producer License, Individual
Wisconsin Office of the Commissioner of Insurance (OCI)Jun, 2022- Nov, 2024
Experience
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National Insurance Services
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United States
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Insurance
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100 - 200 Employee
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Retirement Income Client Relations
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Apr 2022 - Present
As a Retirement Income Account Representative I administer and provide support on the entire suite of Retirement Income products, which include but are not limited to - HRAs, HSAs, 403(b) Special Pay Plans, Trusts, FSAs, 3121 Plans, and 403(b) TPA compliance services. I serve as a liaison between the client and MidAmerica, and problem solve day to day issues as they arise. Additionally, I ensure current plan documents are up to date and consistent with current IRS regulations and/or ACA through… Show more As a Retirement Income Account Representative I administer and provide support on the entire suite of Retirement Income products, which include but are not limited to - HRAs, HSAs, 403(b) Special Pay Plans, Trusts, FSAs, 3121 Plans, and 403(b) TPA compliance services. I serve as a liaison between the client and MidAmerica, and problem solve day to day issues as they arise. Additionally, I ensure current plan documents are up to date and consistent with current IRS regulations and/or ACA through reviewing existing plans with clients and identifying necessary amendments where applicable.
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Administrative Assistant
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Jun 2021 - Apr 2022
During my time as an administrative assistant I was tasked with a number of responsibilities, including but not limited to, assisting the company president and CFO, managing agency commissions, sorting and shipping mail and planning events. I also helped with the different departments at the company, including underwriting, billing and service.
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Aspen Dental
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United States
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Hospitals and Health Care
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700 & Above Employee
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Patient Service Representative
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Jan 2021 - Jun 2021
While at Aspen Dental I was responsible for a variety of tasks, including insurance billing, appointment planning, and updating medical records. I also maintained the front desk, and worked to ensure patients were checked in and greeted in a timely manner. While at Aspen Dental I was responsible for a variety of tasks, including insurance billing, appointment planning, and updating medical records. I also maintained the front desk, and worked to ensure patients were checked in and greeted in a timely manner.
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Capri Communities
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United States
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Hospitals and Health Care
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100 - 200 Employee
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Administrative Assistant
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Jun 2020 - Jan 2021
As the face of St. Rita Square, I worked hard to make sure everyone who walked through the front doors had a pleasant experience. In the position, I was required to develop meaningful and lasting relationships with residents and their families. Furthermore, I would assist with event planning, preparation, and general execution. I would also organize files, prepare documents, schedule appointments, and support other staff. As the face of St. Rita Square, I worked hard to make sure everyone who walked through the front doors had a pleasant experience. In the position, I was required to develop meaningful and lasting relationships with residents and their families. Furthermore, I would assist with event planning, preparation, and general execution. I would also organize files, prepare documents, schedule appointments, and support other staff.
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St. Norbert College
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United States
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Higher Education
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400 - 500 Employee
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Student Development Coordinator
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Aug 2017 - May 2020
During my time as a Student Development Coordinator, I was tasked with running Emerging Leaders, a program educating students on leadership techniques. I would also support office directors in various endeavors by making copies and planning meetings. Finally, I would organize the Leadership and Service Awards banquet to honor students and faculty. During my time as a Student Development Coordinator, I was tasked with running Emerging Leaders, a program educating students on leadership techniques. I would also support office directors in various endeavors by making copies and planning meetings. Finally, I would organize the Leadership and Service Awards banquet to honor students and faculty.
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American Family Insurance
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United States
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Insurance
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700 & Above Employee
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Social Media Marketing Intern
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Jun 2019 - Aug 2019
As a summer intern for American Family Insurance, I was tasked with updating various social media platforms. I helped to market the business on Facebook, Instagram, and LinkedIn. Through the use of creating a social media marketing strategy, I was able to help bring technology into the office. As a summer intern for American Family Insurance, I was tasked with updating various social media platforms. I helped to market the business on Facebook, Instagram, and LinkedIn. Through the use of creating a social media marketing strategy, I was able to help bring technology into the office.
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Education
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2017 - 2020
St. Norbert College
Bachelor of Arts - BA, Mass Communication/Media Studies -
2013 - 2017
Port Washington High School
Community
