Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Languages
Timeline
Generic

KAITLINN LITTLE

Wake Forest,NC

Summary

With over 6 years of experience in the field, my commitment lies in helping individuals and organizations lead healthier, more efficient, and fulfilling lives and operations. Through expertise, I have developed a deep understanding of the industry and successfully implemented strategies that drive positive outcomes. Dedicated to leveraging skills and knowledge to make a significant impact in the lives of those worked with.

Overview

6
6
years of professional experience
1
1
Certification

Work History

Licensed Insurance Agent

New York Life Insurance Company
01.2024 - 05.2024
  • Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
  • Provided coverage option information to assist clients in protecting assets.
  • Attended continuing education courses and workshops to gain additional insurance industry knowledge.
  • Assessed coverage plans and long-term business goals to successfully align new products with plans and strategies.
  • Calculated quotes and educated potential clients on insurance options.
  • Tracked progress of all outstanding insurance claims.
  • Leveraged knowledge of company insurance products and services to advise customers on appropriate choices.
  • Built relationships with clients using active listening and issue resolution to provide excellent service.
  • Maintained high standards of customer service by building relationships with clients.

Medical Home Manager

Champlain Center for Natural Medicine
01.2022 - 12.2023
  • Created and implemented organizational policies and procedures.
  • Communicated effectively with staff members, physicians, and patients, employing active listening and interpersonal skills.
  • Developed close working relationships with front office and back office staff.
  • Implemented onboarding for new employees, which enabled each to effectively learn tasks and job duties.
  • Created and managed electronic patient records, encompassing data entry and administrative functions related to insurance, billing, and accounts receivable.
  • Assisted with regulatory issues such as compliance.
  • Consulted with healthcare professionals on business decisions.
  • Leveraged patient feedback and performed continuous process improvements to streamline day-to-day business operations and patient satisfaction.
  • Assessed processes and procedures, complying with OSHA, and HIPAA regulations.

Team Member

Bruegger’s Bagels
05.2024 - Current
  • Set up and prepared cooking supplies and workstations during opening and closing to maximize productivity.
  • Received orders from customers and input into order management system.
  • Strictly followed sanitation and food safety guidelines as required by regulatory agencies and company.
  • Communicated effectively with customers to plan large or specialized orders, providing customers with recommendations, samples, and response to particular requests.
  • Helped store management meet standards of service and quality in daily operations.
  • Inventoried materials on weekly basis to identify and resolve discrepancies, maintaining highly accurate and current records.

Office Assistant and Food Pantry Coordinator

Northern Vermont University
09.2018 - 12.2021
  • Delivered clerical support by handling range of routine and special requirements.
  • Scheduled and coordinated travel arrangements for office staff members.
  • Prepared and edited documents to produce precise, accurate and professional communication.
  • Reviewed files, records and other documents to obtain information to respond to requests.
  • Processed incoming and outgoing mail and packages according to established procedures.
  • Edited and proofread documents for accuracy and completeness.
  • Supported staff on special assignments and ad hoc projects.
  • Coordinated and scheduled meetings and appointments.

Health and Wellness Coordinator (Internship)

Northern Vermont University
01.2021 - 05.2021
  • Studied processes, implemented cost reductions and developed reporting procedures to maintain administrative workflow.
  • Evaluated operational practices and identified improvement opportunities to develop revisions for systems and procedures.
  • Entered data, generated reports, and produced tracking documents.
  • Gathered and organized materials to support operations.
  • Collected and tracked information about participation and outcomes of individual programs.
  • Developed wellness programs targeted on specific groups and areas of wellness.
  • Implemented budget guidelines and policies for staff.
  • Maximized program enrollment through effective outreach events, cold calling strategies, membership incentives, and referrals programs.

Server/Busser/Host

Sushi Yoshi
08.2021 - 12.2021
  • Customer service such as greeting guests at the door and seating them
  • Food-running, bussing tables
  • Completing and delivering take-out orders
  • Waiting tables, closing/opening shifts, handling cash.

Education

Master of Arts - Clinical Psychology

North Carolina State University
Raleigh, NC
05.2028

Bachelor of Arts, Psychology -

Northern Vermont University-Johnson
12.2021

Skills

  • Equipment Operation
  • Complaint resolution
  • Teamwork and Collaboration
  • Product Knowledge
  • Social media expertise
  • Complex Problem-Solving
  • Sales expertise
  • Workshop Facilitation
  • Program Leadership
  • Patient Registration
  • Team Supervision

Accomplishments

  • Founder of Triangle Women’s Holistic Network (February 2024 - Present)
  • A women’s networking group based in the Triangle
  • Life and Health/Accident Insurance License (January 2024 - Present)

Certification

  • Licensed Life Insurance - Current
  • Certified Mandated Reporter - Current
  • Licensed Insurance Producer - Current
  • Licensed Health and Accident Producer - Current

Languages

French
Limited Working

Timeline

Team Member

Bruegger’s Bagels
05.2024 - Current

Licensed Insurance Agent

New York Life Insurance Company
01.2024 - 05.2024

Medical Home Manager

Champlain Center for Natural Medicine
01.2022 - 12.2023

Server/Busser/Host

Sushi Yoshi
08.2021 - 12.2021

Health and Wellness Coordinator (Internship)

Northern Vermont University
01.2021 - 05.2021

Office Assistant and Food Pantry Coordinator

Northern Vermont University
09.2018 - 12.2021

Master of Arts - Clinical Psychology

North Carolina State University

Bachelor of Arts, Psychology -

Northern Vermont University-Johnson

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KAITLINN LITTLE