Rebecca Patrick

Secured 20+ agent and agency agreements monthly, consistently meeting or exceeding performance goals to drive organizational growth.

Acted as business liaison for national organization, recruiting, managing, and supporting independent agents and multi-tiered agencies nationwide to enhance collaboration.

• Conduct 100+ outbound calls daily to independent agents and agencies nationwide to promote life insurance, health insurance, Medicare, and related products.
• Provide quotes, product information, and training to agents while maintaining current industry knowledge through ongoing and continuing education.
• Built and maintained strong professional relationships with agents and agency partners through effective communication and consistent follow-through, fostering trust and collaboration.
• Manage a high volume of inbound inquiries and provide timely, accurate information regarding company products, operations, and procedures.
• Experienced customer service and administrative professional for 9+ years of experience supporting insurance operations, agents, agencies, and customers. Skilled in managing high-volume communication, maintaining accurate data and documentation, handling licensing and compliance requirements, and building strong professional relationships.
• Proficient in CRM systems, Microsoft Office, Salesforce, and industry-specific software. Dependable, organized, detail-oriented, and committed to efficient, accurate, and professional support in a fast-paced business environments.
• Maintain strict quality standards and follow HIPAA guidelines when handling sensitive information.
• Communicate professionally with executive leadership and senior management while effectively routing inquiries and resolving requests.

• Assisted lead teacher in planning and implementing daily lesson plans.
• Supported children's development through engaging activities and play.
• Facilitated small group activities to enhance social skills and teamwork.
• Oversaw small group activities to foster collaboration and engagement among students.
• Collaborated with educators to create inclusive classroom experiences.
• Provided individualized support to students with diverse learning needs.
• Provided one-on-one help to struggling students during study hall sessions.
• Assisted classroom teacher in developing and implementing lesson plans.
• Maintained safe, educational environment for students during learning and free play time.
• Helped maintain a safe and orderly learning environment.
• Monitored classroom routines to ensure safety and compliance with regulations.
• Organized classroom materials and maintained a clean learning environment.
• Observed student behavior and communicated needs to parents and staff.
• Interacted positively with children to encourage development and involvement in activities, treating each child with dignity and respect.
• Participated in professional development workshops related to teaching strategies.
• Communicated regularly with parents, teachers, and administrators regarding student progress and needs.
• Created calm and disciplined classroom environment to improve student focus.
• Facilitated communication between families and school personnel about issues relating to students' academic progress.
• Built and strengthened positive relationships with students, parents, and teaching staff.
• Promoted a cooperative learning environment that encourages collaboration among students.
• Encouraged critical thinking skills among students by posing thought-provoking questions during class discussions.
• Arranged age-appropriate activities to help children develop interests and talents.
• Observed student performance and analyzed individual records to assess progress.
• Maintained accurate records of student attendance and grades.
• Supported student-led discussions and presentations.
• Utilized technology such as computers, projectors, iPads. to enhance lessons.
• Protected confidential information related to staff and families.
• Conquered challenges of working with highly diverse student population to attain exceptional student achievement.
• Supported and documented student growth and progress to achieve academic, social and emotional goals.
• Facilitated communication between families and school personnel about issues relating to students' academic progress.
• Attended faculty meetings as requested by the lead teacher.
• Evaluated student work using established criteria.
• Built and strengthened positive relationships with students, parents, and teaching staff.
• Conquered challenges of working with highly diverse student population to attain exceptional student achievement.

• Monitored vital signs and reported changes to the healthcare team.
• Obtained patient vital signs and reported results to staff nurse or physician to identify changes from prior measurements.
• Assisted nursing staff with patient care and comfort needs.
• Provided direct patient care and assistance to healthcare team members.
• Educated patients on post-treatment care and health management strategies.
• Provided emotional support to patients and families during treatment.
• Promoted patient satisfaction by assisting with bathing, dressing, and exercising.
• Assisted with patient transfers from bed to wheelchair or stretcher.
• Turned and repositioned bedridden patients to prevent bedsores.
• Performed a variety of delegated basic patient care services to support nursing functions and activities of daily living.
• Maintained cleanliness and organization of patient rooms and equipment.
• Ensured compliance with safety protocols and infection control procedures.
• Helped create a safe environment by following infection control policies.
• Responded quickly in emergency situations by providing appropriate first aid measures.
• Collaborated with interdisciplinary teams to coordinate patient care plans.
• Documented patient information accurately in electronic health records.
• Observed changes in patient's conditions and reported any abnormalities to the RN on duty.
• Reported any observed changes in behavior or physical condition to the nursing staff immediately.
• Instructed new employees on proper techniques of performing daily tasks.
• Conducted safety rounds regularly to ensure safe environment for patients.
• Collected specimens such as urine samples for testing purposes according to established protocols.
• Measured and recorded food and liquid intake and output, reporting changes to medical or nursing staff.
• Answered call lights promptly and responded appropriately to requests from patients, families, staff members.
• Assisted with patient admissions, discharges and transfers.
• Assisted in preparing patients for examinations and treatments, including vital signs monitoring.
• Safeguarded patient privacy with strict adherence to HIPAA protocols.
• Measured and recorded food and liquid intake and output, reporting changes to medical or nursing staff.

• Reviewed new and existing agent licenses to ensure compliance with state and government requirements, contributing to risk mitigation.
• Reviewed new business applications and supporting documentation to verify that all requirements were met.
• Monitored documents and procedures for accuracy, resolved issues, and escalated concerns to upper management for timely intervention.
• Collaborated with multiple departments to coordinate licensing requirements and maintain efficient workflows.
• Cultivated strong working relationships across departments to facilitate timely completion of licensing processes.
• Conducted research to identify outstanding liabilities or debts associated with agents.
• Used ImageNow and Vue software systems for document management. industry-specific software systems.