Carrie Roberts
Flower Mound,Texas
Summary
Skilled Marketing Specialist driven to develop successful campaigns and product marketing plans that satisfy agents and meet demanding objectives. First-rate attention to detail and creative mindset. Prepared to leverage 4 years of marketing experience to take on dynamic new role at The Brokerage Inc. Encouraging manager and analytical problem-solver with talents for team building, leading and motivating, as well as excellent customer relations aptitude and relationship-building skills. Proficient in using independent decision-making skills and sound judgment to positively impact company success. Dedicated to applying training, monitoring and morale-building abilities to enhance employee engagement and boost performance.
Overview
19
19
years of professional experience
Work History
Director of Medicare Operations
The Brokerage Inc
05.2022 - Current
- Managed budgets effectively to ensure optimal use of resources while maintaining financial stability.
- Strengthened internal controls by reviewing existing policies and procedures, ensuring compliance with regulatory requirements.
- Monitored office workflow and administrative processes to keep operations running smoothly.
- Facilitated cross-functional collaboration for improved decision-making processes within the organization.
- Improved project efficiency with strategic planning, resource allocation, and time management practices.
- Negotiated favorable contracts with vendors for reduced costs and improved service quality.
- Boosted client satisfaction rates through exceptional relationship management and prompt resolution of issues.
- Drafted and distributed reports to assist board members with critical business decisions.
- Assisted in recruiting, hiring and training of team members.
- Managed up to 21 team members at at a time.
- Supported VP of Medicare.
- Interacted well with customers to build connections and nurture relationships.
- Tracked employee attendance and punctuality, addressing repeat problems quickly to prevent long-term habits.
- Managed purchasing, sales, marketing and customer account operations efficiently.
Medicare Marketing Specialist
The Brokerage Inc
10.2017 - Current
- Managed and maintained relationships with agent and agency partners
- Analyzed data from previous and current marketing campaigns to improve future results
- Partnered with graphics team to prepare, design, implement marketing initiatives
- Worked closely with Regional Sales Directors and VP of Medicare to create and maintain marketing materials for sales presentations and client meetings
- Managed multi projects for VP of Medicare.
Medical Billing Specialist
Eye Associates Of Grapevine
12.2015 - 10.2017
- Examined patients' insurance coverage, deductibles, insurance carrier payments and remaining balances not covered under policies when applicable
- Posted and adjusted payments from insurance companies
- Located errors and promptly refiled rejected claims
- Precisely evaluated and verified benefits and eligibility
- Researched CPT and ICD-9 coding discrepancies for compliance and reimbursement accuracy
- Communicated with patients for unpaid claims for HMO, PPO and private accounts and delivered friendly follow-up calls for proper payments to contracts.
Chiropractic Assistant
Butler Chiropractic
12.2014 - 12.2015
- Directed 60 patients to exam rooms, fielded questions and prepared for physician examinations
- Performed electric muscle stimulation, massage and mechanical traction
- Sanitized, restocked and organized exam rooms and medical equipment
- Gathered forms and copied insurance cards to collect patient information for billing and insurance filing
- Promoted office efficiency, coordinating charts, completing insurance forms and helping patients with diverse needs.
Service Manager
Wells Fargo Bank, N.A.
03.2010 - 12.2014
- Met with customers to discuss service needs and offer available solutions
- Maintained team productivity and quality of service by establishing and maintaining clear benchmarks
- Met with customers to discuss service needs and develop effective and practical solutions
- Increased team performance, adhered to service level agreements (SLAs) and provided detailed job training
- Trained 8-10 less-skilled service workers on standards, efficiency and conflict resolution for best-in-class customer service.
Personal Banker
Wells Fargo Bank
03.2007 - 03.2010
- Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services
- Promoted financial products by maintaining excellent service offering knowledge
- Worked closely with management to strategize sales techniques to increase branch production and customer service
- Balanced 8 cash drawers and vault accounts on daily basis with zero discrepancies.
Customer Sales and Service Expert
Wells Fargo Bank, N.A.
01.2006 - 03.2007
- Handled more than 30 calls promptly and with courteous professionalism
- Completed call documentation while speaking with customers
- Processed orders, service requests and applied information to customers
- Maintained working knowledge of products, accounts, representatives, tools and systems.
Education
High School Diploma -
Hope Schools International
Redding, CA05.2001
Skills
- Customer Service
- Team Collaboration
- Project Management
- Detail-Oriented
- Analytical Thinking
- Verbal and Written Communication
- Relationship Building
- Microsoft Office Suite
- Developing Presentations and Reports
- Problem Solving
- Marketing Strategies
- Operations Oversight
- Strategic Planning
- Process Improvement
- Leadership training
- Operations Management
- Staff training/development
- Staff Management
- Hiring and Onboarding
- Budget Development
- Data Management
Timeline
Director of Medicare Operations
The Brokerage Inc
05.2022 - Current
Medicare Marketing Specialist
The Brokerage Inc
10.2017 - Current
Medical Billing Specialist
Eye Associates Of Grapevine
12.2015 - 10.2017
Chiropractic Assistant
Butler Chiropractic
12.2014 - 12.2015
Service Manager
Wells Fargo Bank, N.A.
03.2010 - 12.2014
Personal Banker
Wells Fargo Bank
03.2007 - 03.2010
Customer Sales and Service Expert
Wells Fargo Bank, N.A.
01.2006 - 03.2007
High School Diploma -
Hope Schools International
Similar Profiles
SHENORA THOMASSHENORA THOMAS
Administrative Assistant at Waheed Brokerage Inc, Taxi Insurance BrokerageAdministrative Assistant at Waheed Brokerage Inc, Taxi Insurance Brokerage
KOSSI BATTAHKOSSI BATTAH
Insurance Executive at Lincoln Insurance Brokerage, LLCInsurance Executive at Lincoln Insurance Brokerage, LLC
SHIBIN GEORGESHIBIN GEORGE
Business Manager-Corporate Medical at Seguro Insurance Brokerage LLCBusiness Manager-Corporate Medical at Seguro Insurance Brokerage LLC
Terra JonesTerra Jones
Assistant Clinical Director at Action Behavior CentersAssistant Clinical Director at Action Behavior Centers
JAMI S. WISELJAMI S. WISEL
Executive Director, Ethics & Sales Practices at USAAExecutive Director, Ethics & Sales Practices at USAA