Summary
Overview
Work History
Education
Skills
Timeline
Generic

Kathleen D Williams

Insurance Broker
Mentor,OH

Summary

Cross-trained, multi-functioning professional with 20+ years of experience in front office management landscapes. Keenly equipped to handle training and development of employees, business reporting, time-keeping management, and on-call float for shift shortages. Excellent at setting agendas and providing employee-centric yet, customer-focused environments. Detail-oriented Insurance Sales Agent aiming to leverage 18 years of team development and client retention support growth and client satisfaction. Excellent history of increasing revenue while protecting client assets by delivering individualized policy and product recommendations.

Overview

11
11
years of professional experience
1
1
year of post-secondary education

Work History

Licensed Insurance Agent

WIPRO - Health Plan Services
10.2021 - 01.2024
  • Calculated quotes and educated potential clients on insurance options.
  • Obtained underwriting approval by completing application for coverage.
  • Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
  • Attended continuing education courses and workshops to gain additional insurance industry knowledge.
  • Managed over 50 customer calls per day.

Insurance Agent

United HealthCare Services Inc.
02.2016 - Current
  • Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.

Private Caregiver

Personal Care
Mentor, Ohio
03.2014 - 01.2023
  • Assisted disabled client in any way necessary to facilitate independence and well-being.
  • Transported patient daily via wheelchair to and from rehabilitation and daily activities.
  • Developed rapport to create safe and trusting environment for care.
  • Completed entries in log books, journals and care plans to document accurately report patient progress.

Qualified Mental Health Specialist

Crossroads Health
07.2019 - 12.2022
  • Utilized coping skills to support clients in meeting therapeutic goals.
  • Devised and enhanced treatment strategies to promote continued progress.
  • Provided clients with recommendations to community resources.
  • Worked collaboratively with other mental health professionals to provide consistent care and minimize diversion.
  • Displayed sensitivity to cultural and linguistic needs of clients and families served.
  • Educated potential participants on available services and processes to engage in program.
  • Handled 10+ calls per day to address client inquiries and concerns.

Education

Certified Phlebotomist - Phlebotomy

Cleveland Clinic Foundation
9700 Euclid Ave, Cleveland OH

Some College (No Degree) - Paralegal

Academy of Court Reporting

Certification in Dialysis Techician -

Gambro Healthcare

Some College (No Degree) - Insurance

Hondros College of Business For Insurance License
Independence, OH

No Degree - Community Health Worker

Cuyahoga Community College
Cleveland, OH
04.2024 - 10.2024

Skills

  • Patient/client evaluations
  • Progress monitoring
  • Case documentation
  • Crisis Intervention
  • Problem resolution
  • Patient evaluations
  • Facilitating counseling sessions

Timeline

No Degree - Community Health Worker

Cuyahoga Community College
04.2024 - 10.2024

Licensed Insurance Agent

WIPRO - Health Plan Services
10.2021 - 01.2024

Qualified Mental Health Specialist

Crossroads Health
07.2019 - 12.2022

Insurance Agent

United HealthCare Services Inc.
02.2016 - Current

Private Caregiver

Personal Care
03.2014 - 01.2023

Certified Phlebotomist - Phlebotomy

Cleveland Clinic Foundation

Some College (No Degree) - Paralegal

Academy of Court Reporting

Certification in Dialysis Techician -

Gambro Healthcare

Some College (No Degree) - Insurance

Hondros College of Business For Insurance License
Kathleen D WilliamsInsurance Broker