Summary
Overview
Work History
Education
Skills
Certification
Additional Information
Timeline
BusinessDevelopmentManager

Casie Childress

Boomer,USA

Summary

Results-driven Insurance Agent recognized for productivity and efficiency in task completion. Specialize in risk assessment, policy customization, and client relationship management. Excel in communication, problem-solving, and adaptability, ensuring seamless service delivery and client satisfaction.

Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.

Availability: Immediate

Overview

18
18
years of professional experience
1
1
Certification

Work History

Insurance Agent

Senior Life Services
Boomer, NC
10.2024 - Current
  • Strategized long-term business objectives by assessing customer feedback for direction on process improvements.
  • Scheduled meetings with prospective clients to discuss available products and services.
  • Conducted in-home and group presentations to provide detailed explanations of policy guidelines and benefits to clients and families.

BARN MANAGER

GALLANT STABLES LLC
01.2018 - Current
  • Accurately completing daily animal health records
  • Scheduling veterinary appointments
  • Handling all the needs of every client

Optometric Technician

Boone Trail Optometric Eye Care
North Wilkesboro, NC
10.2019 - 12.2023
  • Customer Service
  • Patient pretesting
  • Insurance filing
  • Scheduling patients
  • Specialized testing for patients

ANIMAL SCIENCE INSTRUCTOR

WILKES COMMUNITY COLLEGE
01.2016 - 01.2018
  • Microsoft Excel, Word, PowerPoint, and OneNote
  • Excellent written and oral communication skills
  • Operate effectively within a diverse multi-ethnic/multicultural environment
  • Commitment to mentoring all students including students with disabilities
  • Successfully function in a highly collaborative student centered environment
  • Oversee student advisement, and the professional development of students at the undergraduate level
  • Promote multicultural education and awareness

CUSTOMER SERVICE MANAGER

PETSMART
01.2012 - 01.2014
  • Handling customer complaints and concerns
  • Maintaining company service goals
  • Accurately completing corporate cash paperwork
  • Lead Cashier within three months of hire date, later becoming Manager
  • Associate of the month multiple times
  • Certified fork lift operator
  • Licensed Commercial Pesticide Applicator

LABORATORY TECHNICIAN

GREENWAY HEALTHCARE
07.2011 - 08.2011
  • Use computerized equipment to label packages for shipment
  • Properly complete QA paper work for the day
  • Learned the fundamentals of running a laboratory
  • Had the opportunity to use my phlebotomy skills on patients
  • INTERNSHIP

OFFICE MANAGER

PROPERTY PRESERVATION SPECIALTIES
01.2009 - 01.2010
  • Secretarial duties
  • Microsoft excel files
  • Managing employees schedules and work load
  • Foreclosing properties and preparing them for the thorough foreclosure process

CASHIER

TAR HEEL CAPITAL CORPORATION
01.2007 - 01.2009
  • Customer satisfaction
  • Maintaining company service goals
  • Managing issues that arise within the workplace
  • Employee of the month, twice
  • Honored with the Company Representative Award

Education

ASSOCIATES DEGREE - ANIMAL SCIENCE TECHNOLOGIES

WILKES COMMUNITY COLLEGE
01.2016

CONTINUING EDUCATION PROGRAM -

WILKES COMMUNITY COLLEGE
05.2015

MEDICAL OFFICE ADMINISTRATION -

SURRY COMMUNITY COLLEGE
01.2012

CERTIFIED PHLEBOTOMY TECHNICIAN -

WILKES COMMUNITY COLLEGE
01.2011

CTE MAGNET HIGH SCHOOL
01.2009

Skills

  • Punctual (10 years)
  • Medical Scheduling
  • Medical Records
  • Laboratory Experience
  • Phlebotomy
  • Customer service
  • Microsoft Office
  • Patient Care
  • Communication skills
  • Basic math
  • Organizational skills
  • English
  • Medical Office Experience
  • Experience Administering Injections
  • Quality Assurance
  • Supervising Experience
  • Teaching
  • Insurance Verification
  • Clerical Experience
  • Vital Signs
  • Medical Coding
  • Landscape Maintenance
  • Medical Billing
  • Computer Operation
  • Anatomy Knowledge
  • Microsoft Powerpoint
  • Office Management
  • Medical Terminology
  • Administrative Experience
  • HIPAA
  • Venipuncture
  • Customer follow-up
  • Client assessment
  • Prospective client identification
  • Insurance product promotion
  • Client needs analysis
  • Policy renewals
  • Account management
  • Cold calling
  • Licensed insurance agent
  • Policy adjustment
  • Upselling
  • Professionalism and ethics
  • Life insurance
  • Policy writing
  • Insurance sales strategy
  • Health insurance
  • New client acquisition
  • Quotes and sales

Certification

  • Licensed Life, Accident and Health insurance agent
  • First Aid Certification
  • Assessments
  • Attention to detail — Highly Proficient October2022
  • Identifying differences in materials, following instructions, and detecting details among distracting information
  • Full results: Highly Proficient
  • Medical receptionist skills — Proficient September2022
  • Managing physician schedules and maintaining accurate patient records
  • Full results: Proficient
  • Workplace safety — Expert October2022
  • Using safe practices at work
  • Full results: Expert
  • Basic computer skills — Familiar October2022
  • Performing basic computer operations and troubleshooting common problems
  • Full results: Familiar
  • Customer focus & orientation — Familiar October2022
  • Responding to customer situations with sensitivity
  • Medical terminology — Familiar October2022
  • Understanding and using medical terminology
  • Nursing assistant skills — Familiar October2022
  • Providing nursing aid to patients using knowledge of relevant equipment and procedures
  • Patient-focused care — Proficient October2022
  • Responding to patient concerns with sensitivity
  • Home health aide skills — Highly Proficient October2022
  • Providing care to patients in a home setting
  • Veterinary technician — Proficient October2022
  • Providing medical care to animals in a veterinary setting
  • Written communication — Familiar October2022
  • Best practices for writing, including grammar, style, clarity, and brevity
  • Verbal communication — Proficient October2022
  • Speaking clearly, correctly, and concisely
  • Early childhood development — Proficient October2022
  • Knowledge of the development of children ages0-3 and of ways to foster that development
  • Sales skills — Proficient October2022
  • Influencing and negotiating with customers
  • Social media — Familiar October2022
  • Knowledge of social media techniques and analytics interpretation
  • Security guard skills — Familiar October2022
  • Assessing risks, enforcing security standards, and handling complaints
  • Warehouse safety — Expert October2022
  • Using safe practices in a warehouse setting
  • Food service: Customer situations — Expert October2022
  • Identifying and addressing customer needs in a food service setting
  • Automotive maintenance — Proficient October2022
  • Knowledge of vehicles, vehicle maintenance, and repairs
  • Front desk agent (hotel) — Highly Proficient October2022
  • Selecting hotel rooms based on requests and identifying errors in hotel data
  • Restaurant manager — Proficient October2022
  • Managing restaurant staff and meeting customer expectations

Additional Information

  • SKILLS
  • Self-Motivated Employee
  • Strong Leadership
  • Strong customer/client skills
  • Able to multi-task proficiently
  • Punctual
  • Quick to learn new things, easily adaptable

Timeline

Insurance Agent

Senior Life Services
10.2024 - Current

Optometric Technician

Boone Trail Optometric Eye Care
10.2019 - 12.2023

BARN MANAGER

GALLANT STABLES LLC
01.2018 - Current

ANIMAL SCIENCE INSTRUCTOR

WILKES COMMUNITY COLLEGE
01.2016 - 01.2018

CUSTOMER SERVICE MANAGER

PETSMART
01.2012 - 01.2014

LABORATORY TECHNICIAN

GREENWAY HEALTHCARE
07.2011 - 08.2011

OFFICE MANAGER

PROPERTY PRESERVATION SPECIALTIES
01.2009 - 01.2010

CASHIER

TAR HEEL CAPITAL CORPORATION
01.2007 - 01.2009

ASSOCIATES DEGREE - ANIMAL SCIENCE TECHNOLOGIES

WILKES COMMUNITY COLLEGE

CONTINUING EDUCATION PROGRAM -

WILKES COMMUNITY COLLEGE

MEDICAL OFFICE ADMINISTRATION -

SURRY COMMUNITY COLLEGE

CERTIFIED PHLEBOTOMY TECHNICIAN -

WILKES COMMUNITY COLLEGE

CTE MAGNET HIGH SCHOOL
Casie Childress