Rebecca Meredith
Frisco,TX
Work Preference
Summary
Accomplished Field Manager with extensive experience in training insurance agents and enhancing sales strategies. Skilled in data analysis and market trend identification, driving growth and team performance. Proven track record in managing cross-functional teams and client relationships, ensuring compliance and operational efficiency. Effective leader in healthcare system implementations, adept at coordinating initiatives that achieve measurable outcomes.
Overview
1
1
Certification
12
12
years of professional experience
Work History
Field Manager
Bankers Life & Casualty Insurance
Richardson, tx
02.2025 - Current
- Oversaw field operations for insurance agents across multiple local territories, ensuring alignment with company objectives.
- Trained new agents on product offerings and effective sales strategies.
- Evaluated market trends to uncover new sales opportunities and strategies, contributing to informed decision-making.
- Created marketing materials that increased visibility of insurance services within the community, attracting a broader client base.
- Coordinated client meetings to assess policy options and service requirements.
Chargeback Analyst
Cencora
Carrollton, Texas
09.2021 - 10.2024
- Analyzed chargeback data to identify trends and patterns in customer disputes.
- Reviewed merchant agreements to ensure compliance with chargeback policies and procedures.
- Processed chargeback claims in a timely manner while maintaining accurate records.
- Communicated effectively with clients regarding dispute resolutions and required information.
- Researched and reviewed all aspects of the dispute process in order to determine root cause of the problem.
- Evaluated and reconciled customers' accounts to ensure accuracy of payments, credits, refunds, and adjustments.
- Compiled monthly and quarterly reports detailing overall performance metrics related to chargebacks.
A/R A/Project Manager
Conifer Healthcare Solutions
Frisco, tx
02.2015 - 07.2021
- Managed multiple projects with competing deadlines simultaneously.
- Coordinated cross-functional teams to streamline project workflows and communication.
- Managed project timelines and resources for healthcare system implementations.
- Implemented risk management strategies to mitigate project delays and issues.
- Trained team members on project management tools and best practices.
- Built and established strong partnerships with teams, vendors and contractors.
Education
High School Diploma -
Blinn College
Brenham, TX05-2001
Some College (No Degree) - Accounting And Finance
University of Houston
Houston, TXSome College (No Degree) - Accounting And Finance
University of North Texas
Denton, TXSkills
- Field operations
- Project management
- Client management
- Agent training
- Sales forecasting
- Data analysis
- Policy underwriting
Certification
- LAH Insurance Certificate
- Medicare Certified
- Financial Literacy Certificate
Accomplishments
- New Agent of the Year 2025
- Top Performer 2015 & 2018
- Top Performer leading sales
Timeline
Field Manager
Bankers Life & Casualty Insurance
02.2025 - Current
Chargeback Analyst
Cencora
09.2021 - 10.2024
A/R A/Project Manager
Conifer Healthcare Solutions
02.2015 - 07.2021
High School Diploma -
Blinn College
Some College (No Degree) - Accounting And Finance
University of Houston
Some College (No Degree) - Accounting And Finance
University of North Texas