Summary
Overview
Work History
Education
Skills
Timeline
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Lee Funke

Lincoln,IL

Summary

Dynamic Human Services Case Worker with a proven track record at the Illinois Department of Human Services, adept at crisis intervention and client empowerment. Skilled in client needs analysis and relationship building, I excel in delivering personalized solutions while maintaining professionalism and ethics in high-pressure environments.

Overview

7
7
years of professional experience

Work History

Human Services Case Worker

Illinois Department of Human Services
04.2022 - Current


  • Facilitated access to essential services, including housing assistance and mental health support.
  • Adhered to strict client confidentiality laws and site-specific procedures to uphold privacy and provide best experience possible.
  • Interviewed applicants for services and supported application completion as necessary.
  • Provided crisis intervention by addressing immediate client concerns and connecting them to resources.
  • Educated clients on available programs, fostering empowerment and self-sufficiency in their situations.

Insurance Agent

Both Hands Financial Group
02.2020 - Current
  • Built strong client relationships through effective communication and personalized insurance solutions.
  • Evaluated client needs to recommend appropriate coverage options and policy adjustments.
  • Provided expert guidance on claims processes, ensuring timely resolution for clients.
  • Facilitated workshops to educate clients on policy benefits and risk management strategies.
  • Built strong relationships with clients through consistent communication and excellent customer service.
  • Responded to customer calls swiftly to resolve issues and answer questions.
  • Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
  • Maintained high standards of customer service by building relationships with clients.
  • Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
  • Participated in ongoing professional development activities, staying current with industry trends and regulatory changes affecting insurance products and services.
  • Conducted thorough policy reviews with existing clients, identifying gaps in coverage and offering additional protection options when necessary.
  • Determined client needs and financial situations by listening and scheduling fact-finding appointments.
  • Identified potential risks in client businesses and recommended appropriate insurance coverage.
  • Utilized CRM software to manage client relationships.

Public Aid Eligibility Assistant

Illinois Department of Human Services
11.2020 - 04.2022
  • Assessed client eligibility for various assistance programs, ensuring compliance with state regulations.
  • Processed and reviewed applications for accuracy, enhancing overall workflow efficiency.
  • Collaborated with social workers to address client needs and improve service delivery.
  • Maintained up-to-date knowledge of program policies and eligibility criteria to provide accurate guidance.
  • Facilitated communication between clients and departments to streamline application processes.
  • Reduced processing errors by maintaining thorough knowledge of program eligibility requirements and diligently double-checking all application materials.

Dispatcher

S.K. Davison
02.2018 - 10.2019
  • Managed conflict resolutions with customers, drivers and other personnel to encourage professional relationships and promote respect.
  • Planned, organized, and managed work of subordinate staff to accomplish consistent work within organizational standards.
  • Demonstrated adaptability in evolving situations by adjusting strategies in real-time as new information became available.
  • Oversaw route and condition of field units to manage daily schedule and maintain organized shifts.

Education

Bachelor of Science - Business Administration

University of Missouri
Columbia, MO
12-2006

Skills

  • Customer service
  • Licensed insurance agent
  • Professionalism and ethics
  • Quotes and sales
  • Customer follow-up
  • Client relations
  • Auto insurance
  • Client needs analysis
  • Account management
  • Life insurance
  • Policy writing
  • Upselling
  • Negotiation
  • CRM software
  • Health insurance
  • Client account management
  • Property insurance
  • Leads prospecting
  • Lead development
  • Marketing strategies
  • Cold calling
  • Client assessment
  • Negotiation abilities

Timeline

Human Services Case Worker

Illinois Department of Human Services
04.2022 - Current

Public Aid Eligibility Assistant

Illinois Department of Human Services
11.2020 - 04.2022

Insurance Agent

Both Hands Financial Group
02.2020 - Current

Dispatcher

S.K. Davison
02.2018 - 10.2019

Bachelor of Science - Business Administration

University of Missouri