Katelyn Hartley
Kansas City,MO
Summary
Value-based, hardworking, and passionate professional with commitment to supporting clients in all aspects of cases. Excellent communication and relationship building skills with diverse audiences. Friendly and engaging with strong team collaboration abilities. Seeking an opportunity to continue growing my skillset, while being able to support and provide peace of mind to my client base.
Overview
6
6
years of professional experience
Work History
Medicare Sales Agent
HealthSherpa
Kansas City, MO
04.2024 - Current
- Provided product information and answered questions about Medicare services.
- Explained advantages, disadvantages and features of policies to promote sales of Medicare plans.
- Assisted customers with selecting appropriate plans based on their needs.
Medicare Advisor
Chapter LLC
Kansas City, MO
03.2023 - 03.2024
- Identified and analyzed complex problems to develop effective solutions and plan recommendations.
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly, empathetic service.
- Built relationships with existing customers to encourage renewals and referrals.
- Advised clients on how best to use their coverage effectively by understanding their individual circumstances.
Service Team Copywriter
Bridge Design & Consulting, LLC
08.2021 - 02.2022
- Emphasis in working with small business owners in various different industries.
- Researched industry trends and topics to develop content ideas.
- Composed effective copy for websites, blogs, and social media posts.
- Brainstormed new approaches to increase engagement with target audiences.
- Managed multiple projects simultaneously under tight deadlines.
Medicare Representative
SelectQuote
08.2020 - 03.2021
- Delivered prompt service to prioritize customer needs.
- Maintained customer retention and strengthened customer relationships by providing unique and personalized solutions to customers concerns.
- Evaluated individual customer needs and financial situations to propose individualized policy recommendations.
Payroll Specialist - Temp
Favorite Nurses Healthcare Staffing
04.2020 - 08.2020
- Uploaded time records into computer system and made adjustments to create accurate database for payroll.
- Researched payroll errors and processed payments for federal and state taxes, social security, Medicare and various employee deductions, annuity contributions, and retirement plan withholdings.
- Researched and resolved employee payroll questions and issues via email, phone and in person. Managed payroll and time and attendance systems.
Medicare Sales Representative
SelectQuote Senior
08.2018 - 07.2019
- Conducted phone interviews with customers to provide information about available products and policies.
- Analyzed customer needs to provide customized insurance solutions.
- Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
- Educated clients on insurance policies and procedures.
Education
High School Diploma -
Arkansas City High School
Arkansas City, KS05.2014
Skills
- 4 years of Inside Sales experience
- 2 years of voluntary/advocacy experience
- Excellent Communication; Written, Verbal, Interpersonal
- Strong presentation skills
- Thorough Needs Analysis
- Customer Retention and Relationship Building
- Overcoming Objections
- Data Entry, Attention to Detail, Organization
- Analytical and Critical Thinking
- Empathetic, Compassionate care
- Proactive, Takes Initiative
- Innovative, Forward Thinking, Creative
Affiliations
Founded "Safety & Inclusion Team" | 2021-2022
- Lead a voluntary team with a strong focus on implementing safety & harm reduction strategies in local night-life environments, to ensure overall safety and well-being of concert attendees and staff members. Worked together and in cooperation with various promotion companies, venues, as well as non-profit organizations to become further educated in providing resources and assistance to various demographics of those needing assistance.
7th Circle LLC - Publicist, Lead Event Coordinator, Hospitality | August 2022 - August 2023
- With a strong emphasis in compassion, integrity, and empathy; Managed and maintained publicity for 7th Circle LLC across multiple social media platforms, including but not limited to writing announcements, speeches, and responses on behalf of the company. Assists in event coordination for various concert bookings across multiple different states. Provided Hospitality, with an emphasis in safety and inclusivity at live shows and concerts.
Timeline
Medicare Sales Agent
HealthSherpa
04.2024 - Current
Medicare Advisor
Chapter LLC
03.2023 - 03.2024
Service Team Copywriter
Bridge Design & Consulting, LLC
08.2021 - 02.2022
Medicare Representative
SelectQuote
08.2020 - 03.2021
Payroll Specialist - Temp
Favorite Nurses Healthcare Staffing
04.2020 - 08.2020
Medicare Sales Representative
SelectQuote Senior
08.2018 - 07.2019
High School Diploma -
Arkansas City High School
Pronouns
She/Her
Personal Interests
- Mental Health, Inner Work, Personal Development
- Self-care practices
- Writing
References
References available upon request.
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