Summary
Overview
Work History
Education
Skills
Certification
Personal Information
References
Timeline
Generic

BARBARA YOCOM

Horseshoe Bend,AR

Summary

Seasoned Senior Case Manager with a proven track record from Accu-quote, adept at driving client-centric solutions and managing comprehensive case assessments. Leveraged critical thinking and active listening to exceed SLA standards and enhance client satisfaction. Expert in navigating complex insurance landscapes, ensuring project success through strategic data analysis and client advocacy.

Overview

48
48
years of professional experience
1
1
Certification

Work History

Senior Case Manager

Accu-quote
11.2022 - 04.2024
  • Provided services on behalf of AAA LIfe Insurance Company clients in order to take completed applications to "In Force" policies
  • Cultivated positive relationships with clients and underwriters, medical providers, field inspectors, and support staff
  • Adhered to compliance and quality standards established by AAA Life Insurance and Accu-quote for professional consistency and meeting our SLA.

Medicare Insurance Agent

AIO, TZ, Spring and Accu-Quote
08.2017 - 08.2022
  • Developed expertise in Medicare supplement, Medicare Advantage and Part D plans, including enrollment and eligibility requirements
  • Compared different plans with many companies to meet the needs of the clients, taking into consideration their situation and meeting their healthcare goals
  • Collaborated with other departments within the company to ensure quality standards and compliance with all applicable laws.

Project Manager

Maverick Publishers
08.2012 - 07.2017
  • Successfully managed projects with tight deadlines and limited resources
  • Coordinated team members to ensure tasks were completed on time and within budget
  • Traveled to customer sites to keep projects on schedule while maintaining high quality
  • Developed project plans, tracked progress, and reported results to stakeholders.

Client Implementation Supervisor

Corporate Express
03.2000 - 07.2012
  • Assisted in the development of company-wide best practices for implementation processes, contributing to overall operational efficiency.
  • Utilized technical expertise to troubleshoot complex issues that arose during system installations, minimizing downtime for clients.
  • Coordinated closely with sales teams to ensure smooth handover of projects from pre-sales to implementation stage.
  • Ensured compliance with company policies, industry regulations, and best practices during all stages of the implementation process.

Owner and General Manager

A-1 Auto Glass
11.1998 - 01.2000
  • Managed the daily operations related to customer service, inventory management, and marketing
  • Maintained a high standard of customer service through quality assurance checks
  • Negotiated contracts and agreements with business partners, vendors, and customers
  • Developed and implemented strategies to increase customer satisfaction and loyalty.

Sales to Supervisor

Sprint Long Distance Co
12.1995 - 10.1998
  • Trained new employees on company policies, procedures and work ethics
  • Delegated tasks to team members according to individual strengths
  • Motivated employees to reach highest professional potential.

Risk Manager

BetaWest, Maxtor and Ball Corp
01.1990 - 12.1995
  • Developed risk management strategies to minimize potential losses and maximize returns
  • Maintained relationships with external parties such as insurers, re-insurers, auditors and regulators
  • Provided advice on best practices for managing financial, legal, operational and other insurable risks.

Commercial Lines Insurance Manager

Holtgrewe-Baker Company
10.1985 - 06.1989
  • Maintained relationships with underwriters to ensure company was provided best possible rates
  • Coordinated efforts between sales team members to maximize cross-selling opportunities
  • Organized meetings between clients and insurers regarding renewals and audits.

Underwriter Property and Casualty

General Accident
02.1982 - 06.1985
  • Documented all underwriting decisions for each transaction in accordance with policy standards
  • Developed and maintained strong working relationships with brokers, clients, and internal colleagues
  • Wrote to field representatives, medical personnel and others to obtain further information, quote rates, and explain company underwriting policies.

File clerk to Full Partner

Corbett Insurance
07.1976 - 01.1982

Education

Associate in Arts (A.A.) in General Studies -

Northern Arizona University
AZ, US

Skills

  • Client Advocacy
  • Salesforce
  • Utilization review
  • Technology-savvy
  • Resource advocacy
  • Insurance collaboration
  • Resource Coordination
  • Eldercare
  • Individual Development Plans
  • Positive Attitude
  • Problem-Solving
  • Case Documentation
  • Decision-Making
  • Case Management Tracking
  • Data Entry and Analysis
  • MS Office
  • Records Management

Certification

  • Associate Risk Manager
  • Certified Insurance Counselor

Personal Information

Title: SENIOR CASE MANAGER

References

References available upon request

Timeline

Senior Case Manager

Accu-quote
11.2022 - 04.2024

Medicare Insurance Agent

AIO, TZ, Spring and Accu-Quote
08.2017 - 08.2022

Project Manager

Maverick Publishers
08.2012 - 07.2017

Client Implementation Supervisor

Corporate Express
03.2000 - 07.2012

Owner and General Manager

A-1 Auto Glass
11.1998 - 01.2000

Sales to Supervisor

Sprint Long Distance Co
12.1995 - 10.1998

Risk Manager

BetaWest, Maxtor and Ball Corp
01.1990 - 12.1995

Commercial Lines Insurance Manager

Holtgrewe-Baker Company
10.1985 - 06.1989

Underwriter Property and Casualty

General Accident
02.1982 - 06.1985

File clerk to Full Partner

Corbett Insurance
07.1976 - 01.1982

Associate in Arts (A.A.) in General Studies -

Northern Arizona University

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