KATRINA L. MORRIS
Summary
Articulate, experienced customer service management professional seeking a position with a company where my skills, abilities, and experience can be utilized to ensure the company's success. Knowledgeable and dedicated team player, with a positive demeanor, with exemplary passion for developing relationships, mentoring, cultivating partnerships, and growing businesses.
Overview
17
17
years of professional experience
Work History
PAP Counselor
RegaloRx
10.2022 - Current
- Engage with patients via inbound and outbound calls to place orders, provide guidance and education relating to Program eligibility and any other assistance they may need.
- Conduct benefit verification, obtain insurance determinations, and qualify income to ensure patient eligibility for supported programs.
- Accurately record/document activities and patient interactions via appropriate systems and records.
- Complete various special projects as required.
- Maintained facility and patient confidentiality, complying with HIPPA policies and procedures.
- Respond to and follow-up with patients and Healthcare professionals regarding Program eligibility needs and order inquiries.
Case Manager
Lincworks
11.2017 - 10.2022
- Maintained a caseload of 70 participants daily.
- Provided case management services including intake, assessment, crisis intervention, advocacy, referral and monitoring of families.
- Motivate participants to remain eligible for benefits by assisting with job searching, work preparation, attending school, and/or volunteering
- Maintained up-to-date case records with case activity status.
Contractor
Lon Lane's Inspired Occasions
07.2017 - 03.2019
- Served guests particularly for special events such as conferences, weddings, celebrations, or large gatherings.
- Reconciled oral instructions with written order sheets to achieve correct and organized product setup.
- Set up and cleaned up food preparation and service stations before and after catered events.
- Assisted caterers with food distribution by organizing food products and plating items.
- Maintained cleanliness and organization of kitchen stations and storage areas.
- Interacted with guests to obtain feedback on product quality and service levels.
Sales & Support Specialist
Victoria Secret
09.2017 - 07.2018
- Trained new team members in cash register operation, stock procedures and customer services.
- Increased store sales and growth by 25% on personal sells to customers.
- Assisted with other projects as needed including markdowns, re-tickets and the mark out of stock process.
- Assisted with maintenance of back room and under stock, including merchandise and non-merchandise, to brand standards to enable efficient replenishment
Administrative Assistant
Klassic Transformations Barber Academy
04.2017 - 10.2017
- Developed administrative processes to achieve organizational objectives and improve office efficiency.
- Organized files, developed spreadsheets, faxed reports and scanned documents, maintaining front desk and reception area in neat and organized fashion.
- Pleasantly welcomed visitors, answered phone calls and maintained front reception desk.
- Coordinated appointments, meetings and conferences.
Healthcare Support
United Healthcare OptumRx
10.2016 - 12.2016
- Completed billing audits in identified timeframes to report and investigate findings.
- Investigated and resolved issues to maintain billing accuracy.
- Process insurance payments to ensure that customers claims were paid on time.
- Contacted insurance providers to verify insurance information and obtain billing authorization.
Store Manager
Charming Charlie
12.2015 - 09.2016
- Prepared weekly schedules to verify proper floor coverage within fiscal guidelines.
- Lead overall recruiting, staffing, and scheduling efforts to maximize sales and productivity.
- Directed the planning and implementation of visual merchandising, marketing and product strategies.
- Managed inventory tracking and physical inventory counts to minimize loss.
- Trained and mentored associates to teach daily tasks and procedures.
- Balanced sales, reconciled cash and made bank deposits to facilitate opening and closing duties.
Operations Manager
DSW Designer Shoe Warehouse
03.2011 - 12.2015
- Managed scheduling, training and inventory control.
- Recruited, hired and trained new employees on application of projects, customer relations and customer service.
- Processed payroll to ensure accuracy and efficiency.
- Identified areas of deficiency and performed root-cause analysis to solve problems.
- Measured and reviewed performance via KPIs and metrics.
- Demonstrated professional etiquette and courtesy when interfacing with customers.
Team Lead
Apria Healthcare
02.2011 - 03.2011
- Delegated daily tasks to team members to optimize group productivity.
- Resolved customer complaints by identifying problems and coordinating appropriate corrective action.
- Created and distributed monthly, quarterly and annual reports to management regarding performance.
- Ensured work was performed accurately, efficiently and timely.
Dispatch Supervisor
UPS
06.2006 - 09.2008
- Dispatched delivery and pick-up events for delivery drivers.
- Resolved customer concerns and service request in accordance with company policy.
- Communicated with the delivery drivers through their delivery boards to ensure packages were delivered to their correct locations.
- Reviewed routes, daily traffic and weather conditions to adjust plans, meeting daily requirements and service needs.
Education
Associate of Arts - Medical Billing And Coding
DeVry University
Overland Park, KS05.2024
Bachelor of Science - Business Administration
Baker University
Baldwin City, KS05.2008
Associate of Arts - Business Administration
Baker University
Baldwin City, KS05.2003
Skills
- Strong verbal communication skills
- Customer service expert
- Problem solver
- Trainer
- Negotiator
- Strategic Planning
- Time Management
- Negotiations Expert
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
Success is often achieved by those who don’t know that failure is inevitable.
Coco Chanel
Timeline
PAP Counselor
RegaloRx
10.2022 - Current
Case Manager
Lincworks
11.2017 - 10.2022
Sales & Support Specialist
Victoria Secret
09.2017 - 07.2018
Contractor
Lon Lane's Inspired Occasions
07.2017 - 03.2019
Administrative Assistant
Klassic Transformations Barber Academy
04.2017 - 10.2017
Healthcare Support
United Healthcare OptumRx
10.2016 - 12.2016
Store Manager
Charming Charlie
12.2015 - 09.2016
Operations Manager
DSW Designer Shoe Warehouse
03.2011 - 12.2015
Team Lead
Apria Healthcare
02.2011 - 03.2011
Dispatch Supervisor
UPS
06.2006 - 09.2008
Associate of Arts - Medical Billing And Coding
DeVry University
Bachelor of Science - Business Administration
Baker University
Associate of Arts - Business Administration
Baker University
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