Carlie Chase
Fort Worth,Texas
Summary
Experienced and Results-Driven Health Insurance Advisor & Manager with a proven history of leading teams, streamlining operations, and delivering top-tier client service. Skilled at identifying client needs and matching them with the right insurance solutions through clear communication and personalized support. Successfully improved productivity and efficiency by implementing smarter workflows, training staff, and optimizing database systems. Hands-on experience in managing claims processing from start to finish, ensuring accuracy and quick resolution. Known for a problem-solving mindset, strong decision-making abilities, and a genuine commitment to going above and beyond for both clients and team members.
Overview
7
7
years of professional experience
Work History
Health Insurance Advisor
USHealth Advisors
06.2023 - Current
- Expertly tailored comprehensive coverage solutions to meet individual client needs
- My responsibilities encompassed assessing healthcare requirements, elucidating policy details, and managing enrollment procedures
- Staying informed about industry updates allowed me to offer well-informed advice and maintain a keen awareness of the evolving healthcare landscape, contributing to overall client satisfaction
- Provided ongoing support to clients throughout their policy tenure, addressing any concerns or changes in coverage requirements promptly and professionally.
- Key Achievements:
- Achieved a significant 20% increase in client retention rates through personalized consultations, drawing from a profound understanding of healthcare needs and aligning coverage accordingly
- Implemented a streamlined enrollment process, reducing processing time by 15% and enhancing the overall client experience
- Led targeted education initiatives on specific regulatory changes, resulting in a 10% increase in our clients' awareness of tailored policy options and potential cost savings
Manager
Second Nature Pet Supply
10.2018 - 06.2023
- Directed the ordering process, guaranteeing precise and timely inventory replenishment
- Orchestrated logistics, meticulously inspecting shipments, and optimizing inventory storage for organization
- Provided dedicated customer service, specializing in solutions for pet health concerns, particularly allergies
- Managed special orders and returns with a customer-centric approach, prioritizing customer satisfaction
- Conducted thorough brand research, disseminating product knowledge and industry trends through staff training, fostering a well-informed team
- Key Achievements:
- Improved order accuracy by implementing double-check systems, introducing barcode scanning for inventory verification, and training staff on standardized order receiving process
- Earned positive customer feedback for exceptional service and product expertise
- Enhanced team proficiency through targeted training on new products and trends
- Managed and motivated employees to be productive and engaged in work.
Education
- General Studies
Clackamas Community College
Clackamas, ORSkills
- Goal oriented
- Strong analytical skills
- CRM software experience
- Policy analysis
- In-depth industry awareness
- Teamwork and collaboration
- Problem-solving
- Multitasking Abilities
- Effective communication
- Client needs analysis
Timeline
Health Insurance Advisor
USHealth Advisors
06.2023 - Current
Manager
Second Nature Pet Supply
10.2018 - 06.2023
- General Studies
Clackamas Community College
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