Summary
Overview
Work History
Education
Skills
Timeline
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Chassidy Paulson

Castle Rock,CO

Summary

  • Dedicated professional committed to delivering exceptional white glove consumer experiences.
  • Committed to following policy and procedures with integrity.
  • Excellent attention to detail and exceptional organizational skills.
  • Effective team player with strong communication and interpersonal skills.
  • Effective with software programs and technology.
  • Expertise in diverse interactions with peers and consumers.
  • Motivated and growth mindset individual.
  • Proven track record in sales with a focus on compassionate customer service.
  • Solution-focused.

Overview

13
13
years of professional experience

Work History

Licensed Sales Agent SR Flex

UNITED HEALTHCARE
Colorado Springs, CO
08.2021 - 11.2023
  • Possess extensive knowledge and experience in selling various health insurance plans such as Medicare Advantage, Prescription Drug Plan, and Medicare Supplemental Plans with 51 active licenses
  • Provided expert support to members in evaluating their needs and making informed product selections, leveraging adeptness at active listening and seamless navigation of multiple systems
  • Provided outstanding customer experiences by adapting my approach to cater to each individual's preferred communication and problem-solving methods, thus effectively resolving issues and ensuring optimal customer satisfaction
  • Ensured compliance with health insurance licensing regulations and completed necessary product certifications on an annual basis
  • Achieved exceptional performance by consistently meeting or surpassing monthly sales targets through effective call conversions
  • Consistently ranked in the top 200 sales agents nationwide multiple times annually

Rotational Sales Position/Agent Lifecycle Management

UNITED HEALTHCARE
Colorado Springs, CO
03.2020 - 09.2023
  • Engaged in a specialized rotational program designed to develop leadership and managerial competencies.
  • Produced business analyst reports (User Acceptance Testing, DNR reports, Evite, Onboarding agents)
  • Advanced company-wide usage of SharePoint as a member of the SharePoint committee.
  • Culture Ambassador - promote cultural growth and relationships.
  • Manager and Leadership Growth workshops.
  • Implemented key performance indicators and auditing to boost productivity.
  • Launching projects within the ALM department to enhance integrity, communications, and relationships.
  • Organized, conducted, and facilitated department and team meetings
  • Obtained M&R3 Certification in Medicare and Retirement.
  • Certified as a Net Promoter Score Champion (NPS)
  • Collaborated as Culture Ambassador Engagement Lead for Colorado, facilitating cultural growth and fostering positive relationships.

Advocate 4Me Rep/United Healthcare

UNITED HEALTHCARE
Colorado Springs, CO
04.2020 - 08.2021
  • Contributed to the optimization of services for Dual Complete Plan (Medicare and Medicaid) members.
  • Adhered to company standards to enhance personal growth
  • Cultivated excellent member relationships by consistently displaying integrity, compassion, attentive listening skills, and systematic problem-solving abilities.
  • Conducted research on compliance issues and effectively resolved them by utilizing company resources, reaching out to appropriate offices and facilities, and addressing member needs with white glove service until resolution.
  • Collaborated with providers to streamline processes, enhancing member experience in accessing necessary medical assistance
  • Utilized company resources such as Rally, Evidence of Coverage, Knowledge Central, and SOP’s to educate and inform members about plan benefits
  • Collaborated with providers to identify and rectify gaps in care
  • Demonstrated exceptional commitment to member satisfaction by advocating meticulously for their medical needs.

Case Manager, Bookkeeper

The Connection Homeless Shelter
North Platte, NE
03.2019 - 06.2020
  • Collaborated with external agencies to enhance client support and resources, resulting in increased success rate
  • Ensured efficient organization of client records.
  • Formulated and executed customized case plans for all individuals
  • Managed and maintained the Homeless Management Information System, a nationwide database for tracking homelessness.
  • Organized and conducted workshops on topics such as personal finance, confidence-building techniques, stress reduction methods, and drug/alcohol awareness.
  • Contributed to improving the success rates of lower income families by serving on multiple community teams
  • Coordinated with external agencies to ensure comprehensive support for clients
  • Applied counseling methods such as Motivational Interviewing, Solution focused therapy, and Cognitive behavior therapy to support clients in identifying and progressing towards their desired outcomes.
  • Exhibited professionalism and ensured the confidentiality of sensitive information.
  • Utilized Conflict Resolution Techniques and De-Escalation Training to manage and resolve conflicts effectively
  • Filed Monthly and Quarterly Taxes, Payroll, and Financial audits
  • Counted Money Daily from Thrift/Construction Store
  • Completed Continuing Education Courses and Trainings (i.e., Suicide QPR Training, Mental Health First Aid Training).

Manager

Ka-Boomer's Fireworks Stand
Gothenburg, NE
06.2017 - 07.2019
  • Executed the complete installation process for a firework stand, including shelf construction and arranging visually appealing firework displays
  • Developed and maintained financial and inventory records consistently throughout the season
  • Managed marketing and advertising campaigns by creating fliers, leveraging social media platforms, and establishing valuable connections with local businesses.
  • Maintained high customer satisfaction levels by consistently providing outstanding service.
  • Conducted a specialized training session, educating children on the safe handling of fireworks.

Office Manager

Mike's Electric Inc
Cozad, NE
07.2010 - 09.2018
  • Managed accounts payable and receivable transactions with meticulous attention to detail.
  • Maintained compliance with tax regulations by consistently meeting deadlines for filings and deposits of quarterly taxes.
  • Managed accounts receivable process, optimizing cash flow and reducing outstanding balances
  • Maintained accurate records of general ledger activities while also reconciling and balancing accounts.
  • Ensured seamless handling of new hire documentation and insurance processes
  • Performed comprehensive end-of-year audits and organized financial documentation for accountant
  • Prepared and processed daily bank deposits.
  • Created accurate estimates and proposals for diverse projects.
  • Managed data entry, email communication, and document management efficiently.
  • Exemplified exceptional interpersonal skills to provide top-notch customer service and establish strong connections with vendors
  • Migrated company to QuickBooks Enterprise, enhancing recordkeeping quality and efficiency
  • Restored order and organization to processes/records in disarray, resolving 9 months of backlogged work.
  • Reduced company debt and boosted cash flow, achieving a positive balance and low debt ratio.
  • Pioneered the development of a comprehensive cross-checking system for vendor invoices and packing lists leading to improved billing accuracy, boosted financial liquidity, and significant cost savings.

Education

Bachelor's Degree - Nonprofit Administration

Bellevue University
05.2004

Associate Degree - Human Services - Certified Alcohol/Drug Counseling

Central Community College
05.2002

Skills

  • Attention to Detail
  • Solution focused
  • Contract Preparation
  • Proficient in Microsoft Applications
  • Goal-Oriented
  • Policy management expertise
  • Customer Retention
  • Insurance knowledge

Timeline

Licensed Sales Agent SR Flex

UNITED HEALTHCARE
08.2021 - 11.2023

Advocate 4Me Rep/United Healthcare

UNITED HEALTHCARE
04.2020 - 08.2021

Rotational Sales Position/Agent Lifecycle Management

UNITED HEALTHCARE
03.2020 - 09.2023

Case Manager, Bookkeeper

The Connection Homeless Shelter
03.2019 - 06.2020

Manager

Ka-Boomer's Fireworks Stand
06.2017 - 07.2019

Office Manager

Mike's Electric Inc
07.2010 - 09.2018

Bachelor's Degree - Nonprofit Administration

Bellevue University

Associate Degree - Human Services - Certified Alcohol/Drug Counseling

Central Community College

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Chassidy Paulson