Kaylee Barker
Summary
Expert in managing client accounts and resolving complex service issues through effective problem-solving and communication. Monitors account performance and receivables, partnering with finance teams to enhance account health. Facilitates productive discussions, achieving positive outcomes during negotiations and service concerns.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Account Manager
Innovative Care Management
Portland
04.2024 - 04.2026
- Served as the primary point of contact for assigned client accounts, building and maintaining strong relationships while ensuring high levels of customer satisfaction and retention.
- Managed client inquiries, special handling requests, and escalations, conducting research and collaborating with internal departments to resolve complex service issues.
- Analyzed client utilization data and account performance metrics to identify challenges, recommend solutions, and drive increased engagement with available programs and services.
- Coordinated with cross-functional teams, including operations, sales, marketing, finance, and product development, to deliver tailored solutions that met client needs and business objectives.
- Prepared and presented account reviews, utilization reports, ad hoc analyses, and strategic recommendations for clients, brokers, and third-party administrators (TPAs).
- Managed account renewals, maintained accurate CRM records, tracked client interactions, and ensured all required documentation was updated and compliant.
- Facilitated challenging discussions related to service concerns, financial matters, and account negotiations while maintaining positive client relationships and achieving mutually beneficial outcomes.
- Monitored account receivables, addressed billing concerns, and partnered with finance teams to resolve payment-related issues and improve account health.
- Supported broker and TPA partnerships by serving as a key liaison between clients, vendors, and internal stakeholders to ensure seamless communication and service delivery.
Account Manager
Shasta Administrative Services
Redmond
10.2023 - 03.2024
- Work directly with clients to ensure all needs are being met.
- Analyze financial reports for accuracy.
- Development of communication materials, plan documents, amendments, and forms.
- Have knowledge of industry compliance and regulatory guidelines.
- Oversee vendor payments to ensure they are processed timely.
- Assists all third-party clients with issues or questions and coordinates internal support with customer services and the claims department.
- Schedule and perform regular calls with brokers and clients and maintain ongoing action plans.
- Resolve complex customer issues promptly while maintaining positive relationships with clients.
- Manage a portfolio of accounts by providing timely support and guidance.
Owner/Manager
K&T Barker Excavation LLC
Redmond
01.2020 - 10.2023
- Led daily customer service, inventory management, and marketing operations to enhance overall business performance.
- Maintained a high standard of customer service through quality assurance checks.
- Negotiated contracts and agreements with business partners, vendors, and customers.
- Developed and nurtured business relationships with local suppliers to strengthen supply chain and support business growth.
- Analyzed problems, made informed decisions, and interpreted results using quantitative techniques to drive effective solutions.
- Performed detailed financial analyses to identify and address areas of potential concern.
Office and Billing Coordinator
Shasta Administrative Services
Redmond
06.2018 - 01.2019
- Managed billing processes and ensured timely invoicing for services rendered.
- Oversaw payment processing and tracked outstanding invoices for accurate records.
- Facilitated audit preparation by efficiently organizing documentation and reports, ensuring readiness for review.
- Analyzed billing policies and procedures, providing recommendations for necessary changes.
- Collaborated with adjusters to resolve complex claims issues effectively.
- Processed and documented claims using specialized software systems efficiently.
- Reviewed billed claims to identify discrepancies and determine appropriate corrective actions for resolution.
- Managed escalated cases involving high-dollar claims or multiple parties involved.
Internship Student
Shasta Administrative Services
Redmond
02.2017 - 06.2018
- Revised incorrect information in Excel and Word documents for precision.
- Analyzed Standard Operating Procedures and Statements of Work for thoroughness.
- Enhanced client services through effective assistance strategies.
- Contributed to special projects, supporting overall mission objectives.
- Streamlined mailroom processes for better organization and delivery.
- Trained for the administration and billing coordinator position.
Education
Certification - Early Childhood Education
Eastern Gateway Community College
Steubenville, Ohio01-2019
Diploma -
Redmond High School
Redmond, Oregon06-2018
Skills
- Client Relationship Management
- Account Growth Strategies
- Revenue Management
- Staff Management
- Office 365/Microsoft
- Timely documentation
- Exceptional Multitasker
- Team collaboration
- Critical Thinking
- Client Relationship Management
Certification
- CPR/ First Aid Certified
- Central Background Registry
Languages
American Sign Language, Intermediate
Timeline
Account Manager
Innovative Care Management
04.2024 - 04.2026
Account Manager
Shasta Administrative Services
10.2023 - 03.2024
Owner/Manager
K&T Barker Excavation LLC
01.2020 - 10.2023
Office and Billing Coordinator
Shasta Administrative Services
06.2018 - 01.2019
Internship Student
Shasta Administrative Services
02.2017 - 06.2018
Certification - Early Childhood Education
Eastern Gateway Community College
Diploma -
Redmond High School