Work Preference
Summary
Overview
Work History
Education
Skills
Timeline
Generic
Open To Work

Serena Forbes

Orlando,FL

Work Preference

Job Search Status

Open to work

Desired Job Title

Senior Customer Success ManagerCustomer Experience AssociateLife & Health Insurance AgentDirect Support Professional

Work Type

Full Time

Location Preference

On-SiteRemote
Location: Orlando, FL, US
Open to relocation: Yes

Salary Range

$100000/yr - $200000/yr

Important To Me

Work-life balanceCompany CultureFlexible work hoursPersonal development programsHealthcare benefitsCareer advancementWork from home option

Summary

Compassionate and patient-focused professional with experience supporting individuals in high-volume environments. Skilled in de-escalation, conflict resolution, and handling sensitive situations with empathy and professionalism. Background includes behavioral health support, HIPAA compliance, and accurate documentation.

Overview

6
6
years of professional experience

Work History

Senior Customer Success Manager

Venteur
07.2025 - 12.2025
  • Led a 12-person team in a high-volume environment; managed escalations using de-escalation techniques; maintained accurate documentation.

Customer Experience Associate

Alma
11.2023 - 06.2025
  • Handled high-volume interactions; resolved sensitive concerns; maintained confidentiality and accurate records.

Life & Health Insurance Agent

US Health
09.2022 - 08.2023
  • Communicated with 200+ individuals daily; assisted with healthcare-related questions; 3x Team Star award recipient.

Direct Support Professional

Devereux Advanced Behavioral Health
02.2020 - 10.2021
  • Provided direct behavioral support; used de-escalation techniques; maintained patient safety and documentation.

Education

B.A. - Applied Psychology

SUNY Morrisville

Skills

  • De-escalation
  • Patient Support
  • Documentation
  • HIPAA
  • Communication
  • Emotional Intelligence
  • Team Collaboration
  • Zendesk
  • Intercom
  • Salesforce
  • Google Workspace
  • Microsoft Office
  • Slack

Timeline

Senior Customer Success Manager

Venteur
07.2025 - 12.2025

Customer Experience Associate

Alma
11.2023 - 06.2025

Life & Health Insurance Agent

US Health
09.2022 - 08.2023

Direct Support Professional

Devereux Advanced Behavioral Health
02.2020 - 10.2021

B.A. - Applied Psychology

SUNY Morrisville
Serena Forbes