Kellie Boulton
Clearfield
Summary
Organized team leader builds positive rapport, inspires trust and guides teams toward achievement of organizational goals. Strong facilitator adept at working cross-departmentally with co-management and top-level leadership. Excellent trainer and mentor.
Overview
5
5
years of professional experience
Work History
Team Lead
InterWest Moving & Storage
Salt Lake City
07.2022 - Current
- Coached team members in techniques necessary to complete job tasks.
- Trained new team members by relaying information on company procedures and safety requirements.
- Worked different stations to provide optimal coverage and meet production goals.
- Evaluated employee skills and knowledge regularly, training and mentoring individuals with lagging skills.
- Established open and professional relationships with team members to achieve quick resolutions for various issues.
- Took on additional job duties during unexpected backlog, resulting in meeting project target date.
- Continuously checked products for quality assurance according to strict guidelines.
Eligibility Specialist
State Of Utah
Ogden
01.2022 - 07.2022
- Reviewed applications for different aid programs and determined which qualification criteria for individuals.
- Documented all communication with applicants and inputted information into system using [Software].
- Followed guidelines when reviewing applicant data to determine eligibility for economic assistance.
- Scheduled appointments with applicants to gather information and explain benefits processes.
- Communicated with people from various cultures and backgrounds on application process.
- Developed extensive fact-checking and research skills as a result of continuously reviewing different programs and options.
- Interviewed applicants and explained scope of different available benefits.
- Assessed information gleaned from interviews, educational, and medical records, consultation with other professionals and diagnostic evaluations to identify clients' abilities, needs and eligibility for services.
Claims Agent
FedEx
Salt Lake City
07.2021 - 01.2022
- Worked productively in fast-moving work environment to process large volumes of claims.
- Sought out new clients and developed client relationships through networking, direct referrals, lead databases and cold calling.
- Examined reports, accounts and evidence to determine integrity and accuracy of information.
- Interviewed policyholders to verify information and obtain additional details.
- Followed up with customers on unresolved issues.
- Evaluated accuracy and quality of data entered into agency management system.
- Proposed settlements for uncomplicated issues to resolve claims.
- Oversaw claim recoveries, subrogation and salvage.
- Modeled exceptional customer service skills and appropriate diagnostic sales techniques to team members.
- Verified client information by analyzing existing evidence on file.
- Generated, posted and attached information to claim files.
Education
Phlebotomy
Davis Applied Technology College
Kaysville, UTHigh School Diploma -
Mountain High School
KaysvilleSkills
- Lead Identification
- Call Transfers
- Software Application Testing
- Job Assignments
- Production Monitoring
- Technique Optimization
- Team-Building Exercises
- Joint Ventures
- Corrective Actions
- Process Integration
- Operational Efficiency and Safety
- Team Monitoring
Timeline
Team Lead
InterWest Moving & Storage
07.2022 - Current
Eligibility Specialist
State Of Utah
01.2022 - 07.2022
Claims Agent
FedEx
07.2021 - 01.2022
Phlebotomy
Davis Applied Technology College
High School Diploma -
Mountain High School