Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
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Connor Foley

WFG Core Case Manager
Columbus,OH

Summary

Proven track record in enhancing client satisfaction and loyalty, notably at Nationwide Life New Business, through adept case management and problem-solving skills. Excelled in relationship building and adaptability, achieving continuous improvement in service delivery. Demonstrates a keen attention to detail and exceptional communication abilities, driving positive outcomes in fast-paced environments.

Overview

7
7
years of professional experience

Work History

Case Manager

Nationwide Life New Business
03.2024 - Current
  • Maintained accurate documentation on all cases, ensuring compliance with regulations and confidentiality requirements.
  • Monitored ongoing cases closely, adjusting case management strategies as needed based on evolving circumstances or new information.
  • Enhanced communication between clients and providers through consistent follow-ups and progress updates.

Phone Team Representative

Nationwide Life New Buisness
02.2022 - 03.2024
  • Resolved agent complaints with empathy, resulting in increased loyalty and repeat business.
  • Enhanced agent satisfaction by promptly addressing concerns and providing accurate information.
  • Maintained detailed records of agent interactions, ensuring proper follow-up and resolution of issues.

Salesman

Allstate Insurance Co
09.2021 - 12.2021
  • Upheld high standards of customer service by promoting and upselling new products and services.
  • Developed strong client relationships through consistent communication and exceptional customer service.
  • Assisted customers in selecting appropriate products based on their needs, boosting satisfaction rates.

Employee/Server

Chipotle
08.2020 - 08.2021
  • Served food and beverages promptly with focused attention to customer needs.
  • Collaborated with team members during busy shifts for efficient workflow and excellent guest experiences.
  • Resolved customer complaints promptly and professionally to maintain positive reputation.

Pharmacy Technician

Kroger's Pharmacy
11.2019 - 03.2020
  • Answered incoming phone calls and addressed questions from customers and healthcare providers.
  • Maximized pharmacy efficiency through effective communication with staff members and adherence to procedures.
  • Assisted in maintaining a clean and organized work environment, ensuring compliance with safety regulations.

Employee/Server

Wendys Fast Food
07.2017 - 08.2019
  • Served food and beverages promptly with focused attention to customer needs.
  • Collaborated with team members during busy shifts for efficient workflow and excellent guest experiences.
  • Demonstrated strong multitasking skills by managing multiple tables simultaneously without compromising service quality.

Education

High School Diploma -

Dublin Coffman High School
Dublin, OH
05.2001 -

Skills

    Case Management

    Problem-Solving

    Decision-Making

    Records Management

    Positive Attitude

    Conflict Resolution

    Email and Telephone Etiquette

    Relationship Building

    Attention to Detail

    Excellent Communication

    Adaptability and Flexibility

    Continuous Improvement

Accomplishments

    Lead multiple team meetings while on the phone team, to help build team chemistry and an overall welcoming and pleasant work environment

    I helped with shadowing for new members on the phone team along with while a case manager I help with allowing RIC's to Shadow me as well

    I have volunteered and helped with several month end work shifts during my time as a case manager which allowed me to assist others and hone my case management skills

    I joined the Engagement Team to help provide my new team a way for us all to connect and become more united as a team

    I have shadowed many different areas including, Quality Control, Premier Case Management, Sales, Service, Underwriting, 1035 team, and commissions, which help with my general knowledge of life insurance which in term has allowed me to assist agents and co-workers more accurately and efficiently

    I am a member of multiple ARG's including Green Team, and YPN which has allowed me to build a better relationship with my community and co-workers I normally wouldn't be able to meet.

    I was huddle leader on the phone team which allowed me to be more familiar with information and allowed me to hone my public speaking and communication skills

    I completed a LOMA Course which has provided me a better understanding of Life Insurance along with learning a general understanding of Annuities

    I have maintained a exceeding quality score during my time as a Case Manager which shows my attention to detail and efficiency

Timeline

Case Manager

Nationwide Life New Business
03.2024 - Current

Phone Team Representative

Nationwide Life New Buisness
02.2022 - 03.2024

Salesman

Allstate Insurance Co
09.2021 - 12.2021

Employee/Server

Chipotle
08.2020 - 08.2021

Pharmacy Technician

Kroger's Pharmacy
11.2019 - 03.2020

Employee/Server

Wendys Fast Food
07.2017 - 08.2019

High School Diploma -

Dublin Coffman High School
05.2001 -
Connor FoleyWFG Core Case Manager