Cassie Searels
Summary
Results-driven independent life and health insurance agent with 15+ years of experience in the insurance and quality control industries. Proven expertise in client relationship management, policy analysis, and exceptional customer service, leading to increased cross-selling revenue. Demonstrated leadership as a crew leader, enhancing team productivity and streamlining processes. Certified Clinical Medical Assistant with a strong background in medical support and quality assurance. Authorized to work in the US for any employer
Experienced with analyzing client needs and matching them with suitable health insurance plans. Utilizes in-depth knowledge of policy regulations to ensure compliance and client satisfaction. Track record of building lasting client relationships through effective communication and support.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Independent Life and Health Insurance Agent
Globe life liberty national
02.2025 - Current
- Participated in ongoing training programs to stay up-to-date on industry trends, product knowledge, and regulatory changes affecting the insurance market
- Utilized CRM software to track client interactions, manage leads, and maintain accurate records of policies sold
- Managed policy renewals by proactively contacting clients ahead of expiration dates and offering updated coverage options
- Built strong relationships with clients by delivering exceptional customer service and promptly addressing their inquiries or concerns
- Analyzed client needs and recommended appropriate coverage options to ensure comprehensive protection
- Increased cross-selling revenue by XX% through effective identification of additional insurance needs during client consultations/reviews
- Collaborated with finance/accounting departments in reconciling commission statements/payments from carriers/providers
- Developed customized insurance solutions for high-net-worth individuals/families, taking into account their unique financial goals/estate planning needs
- Demonstrated exceptional negotiation skills when dealing with carriers/providers to secure favorable terms/pricing for clients
- Leveraged social media platforms (LinkedIn, Facebook) to expand personal/professional network and generate leads/referrals from online connections
- Cultivated long-term relationships with clients through regular follow-ups, birthday/anniversary greetings, and personalized service delivery
- Assisted clients in completing necessary paperwork for policy applications, endorsements, claims processing, etc
- Provided exceptional customer service throughout the entire sales process, ensuring client satisfaction at all times
- Educated clients on various health life insurance policies, explaining coverage options, benefits, and exclusions
Crew leader, measurer, Mender, Quality control/trimmer, creeler
Hellas Construction Inc.
05.2019 - Current
- Crew leading a crew up to six people. Breaking down orders, setting up line changes, measuring the carpet to assure the length per row is correct. Guiding my crew to make sure that the orders are done and adequate time and quality. Creeling- replace yarn when needed and during creel changes and line changes.
- Mending- use mending gun to replace the stitches where the yarn is missing from the back of the carpet usually a problem with the tufting machine or a break out in the creels rack, yarn run out of the needles. As well as place a core in the roll up and staple the carpet to the core. Control the roll up cord and box to make sure that the turf is rolling up properly. When finished cut turf across and repeat.
- Quality control/ trimmer- trim away excess yarn from the mender on the top side of the carpet. Inspecting the turf for any signs of defects such as lines/streaks. Fill out paperwork for each roll and place the correct ticket on each roll for proper footage and roll number.
- When caught up with job mender and trimmer will go help/assist the creelers and lead with any help that is needed.
- Led a team of employees, providing guidance and support to ensure successful completion of projects
- Implemented effective communication strategies to foster collaboration and improve team productivity
- Successfully managed multiple projects simultaneously, ensuring timely delivery within budget constraints
- Implemented a reward system to recognize top performers, boosting morale and motivation levels
- Developed strong relationships with clients through effective communication and exceptional customer service skills
- Streamlined workflow processes resulting in an increase in efficiency.
Quality Control Technician
Mattex
07.2018 - 05.2019
- Perform shrinkage, elongation, and strength on astro turf carpets.
- Check oil, twist, deter/weight.
- Performed different types of tests yarn products in the ovens to see how they would react in different temperatures.
- Helped uncover and fix production problems in order to reduce overall defect rates.
- Generated detailed reports outlining results and recommendations
- Release production that was made that day with specs with in the guidelines.
- Enter all data into the Excel system that goes into company portal.
- Generated detailed reports outlining results and recommendations.
- Performed thorough inspections of incoming materials and outgoing products.
- Reviewed processing schedules and production orders concerning inventory requirements, staffing requirements, work procedures and duty assignments, considering budgetary limitations and time constraints.
- Maintained necessary level of communications between shifts.
- Monitored product standards and quality-control programs.
- Performed visual and dimensional inspections on finished products to verify conformance to customer requirements
- Identified non-conforming products or materials and initiated corrective actions to prevent further production issues
- Conducted root cause analysis investigations on product defects or failures to identify underlying causes and implement preventive measures
- Trained production line operators on proper quality control procedures and techniques to ensure consistent adherence to standards
- Implemented a comprehensive training program for new inspectors, reducing onboarding time by XX%
- Maintained quality documentation and records for conformance with relevant standards.
Quality Control Inspector
Apache Mills
01.2018 - 07.2018
- Take measurements of floor mats. Check the weight. Make sure the colors and patterns are in registration.
- Performed visual inspections and non-destructive tests where appropriate.
- Evaluated components and final products against quality standards and manufacturing specifications.
- Completed precise measurements using special tools.
- Perform abrasion tests to insure the wear of the mats are within limits.
- Count production on all the products and machines and send emails to specific members of the company any changes on new styles. Place holds on order that are not in spec.
- Communicated with clients and collected data to support executives and increase office productivity.
- Worked successfully with different methods of data collection.
- Managed electronic records database and handled all file requests.
- Communicated with staff and coworkers frequently about special needs and requests.
Quality Control Technician and Back up Supervisor
J and J Flooring Group
02.2017 - 01.2018
- Perform audits on the twisting machines. Make sure the color of the yarn in spec with the work orders.
- Do twist checks to make sure there is the correct number of turns are in the yarn.
- Do hourly walk around to looking to make sure the yarn has not "singled out"
- When a supervisor is not in I would group meeting at the beginning of shifts. See if all the operators are on the job.
- Pull orders off and get them set up for the shift and next shift.
- Update attendance records of a employee is absent.
- Do inventory counts at the end of the mouth. Reorder yarn if more yarn is needed. Help weight twisted yarn and put on to computer system.
- If the packing operator is not there I would run the wrapper making sure packages are completely wrapped and weight and put correct label of the product on package as well as update the inventory with the new wrapped yarn package. Also if there is left over yarn from a order I would wrap and weigh that and put it back into inventory.
- Copied, logged and scanned supporting documentation and placed all information in client files.
Yarn processor/Back up Quality Control
Tandus Centiva
10.2015 - 02.2017
- Ran a winder. I would get cones of yarn and there would be a order for a desired length. I would put the yardage into computer. If the yarn broke out I would have to string it back up. Place the new yarn in to a back out. When new work order would come take a small sample of the yarn to the lab and make sure the colors are correct
- Creek yarn with
- Back up quality control when absent. Set up twisting machines, check color to color cards.
- Inspect bad yarn from good.
Medical Assistant
Dalton Gastroenterology
10.2014 - 10.2015
- Escorted patients to examination rooms.
- Completed clinical procedures and gathered patient data for interpretation by physician.
- Prepared initial patient charts for admission.
- Welcomed patients and inquired about wellbeing since last treatment.
- Performed clerical duties, such as word processing, data entry, answering phones and filing.
- Prepared blood, urine, stool and sputum lab specimens for diagnostic evaluation.
- Collected all pertinent data and calculations to aid the physician in interpreting results.
- Conducted monthly and quarterly inventory of supplies using facility cost reporting records.
- Obtained accurate medical histories from patients, highlighting critical information.
- Maintained detailed records of test results by entering data and patient information into computer.
- Scheduled and accompanied clients to medical appointments.
Medical Assistant
Adventist Health System
03.2012 - 10.2013
- Welcomed patients and inquired about wellbeing since last treatment.
- Performed clerical duties, such as word processing, data entry, answering phones and filing.
- Report significant information and changes in patient condition to nurse supervisor.
- Escorted patients to examination rooms.
- Collected all pertinent data and calculations to aid the physician in interpreting results.
- Entered patient, procedure and equipment into computer system.
- Collected histories, vitals and current complaints via patient interviews.
- Scheduled appointments, registered patients and distributed sample pharmaceuticals as prescribed.
- Tested and recorded blood glucose levels.
- Ensured collection of lab specimens by appropriate lab courier.
- Prepared blood, urine, stool and sputum lab specimens for diagnostic evaluation.
- Balanced, calibrated and recorded appropriate hemodynamic data.
- Assisted physicians in follow-through of care.
- Obtained information about clients' medical history, drug history, complaints and allergies.
- Measured patient pulse oximetry.
- Maintained detailed records of test results by entering data and patient information into computer.
- Gathered supplies needed for cardiac imaging procedures.
- Submitted prescriptions to pharmacy via phone, fax or web.
- Collected, organized and restocked supplies in all units.
- Scheduled and accompanied clients to medical appointments.
- Attended required training, education and meetings.
Education
Associate in Medical Assistant -
Dalton State College
Dalton, GA01.2012
Skills
- Documentation management
- Quality inspection
- Word Processing
- Quality Assurance
- Quality Control
- Quality Inspector
- Health insurance
- Negotiation
- Financial acumen
- Experience with EMR implementation
- QA
- Articulate (Less than 1 year)
- Experience Administering Injections
- Medical Records
- Destructive testing (Less than 1 year)
- Filing (2 years)
- Medication and IV administration
- Medication administration
- Direct patient care
- Documentation and charting
- HIPAA education
- Patient assessments8
Certification
- CPR Certification
- Certified Clinical Medical Assistant (CCMA)
Awards
Dean's list, 2011-03
Timeline
Independent Life and Health Insurance Agent
Globe life liberty national
02.2025 - Current
Crew leader, measurer, Mender, Quality control/trimmer, creeler
Hellas Construction Inc.
05.2019 - Current
Quality Control Technician
Mattex
07.2018 - 05.2019
Quality Control Inspector
Apache Mills
01.2018 - 07.2018
Quality Control Technician and Back up Supervisor
J and J Flooring Group
02.2017 - 01.2018
Yarn processor/Back up Quality Control
Tandus Centiva
10.2015 - 02.2017
Medical Assistant
Dalton Gastroenterology
10.2014 - 10.2015
Medical Assistant
Adventist Health System
03.2012 - 10.2013
Associate in Medical Assistant -
Dalton State College
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