Overview
Work History
Education
Skills
Quote
Timeline
SoftwareEngineer
Stacy Klein

Stacy Klein

Bakersfield,CA

Overview

12
12
years of professional experience

Work History

Licensed Sales Agent

DH Insurance
Bakersfield, CA
08.2023 - Current
  • Provided customer service and support to clients with questions about their insurance policies.
  • Developed and maintained relationships with customers by providing personalized service, advice, and information.
  • Assisted customers in selecting the most appropriate insurance coverage for their needs.
  • Explained policy terms and conditions to clients in a clear, concise manner.
  • Advocated on behalf of customers to ensure they receive the best possible coverage at the lowest cost.
  • Analyzed customer data to identify potential opportunities for additional sales.
  • Generated leads through networking activities, cold-calling, referrals.
  • Advised clients on how to maximize their benefits while minimizing costs.
  • Prepared quotes that were accurate, competitively priced, and met customer requirements.
  • Participated in continuing education courses related to the field of insurance sales.
  • Pursued continued professional development through insurance workshops, course and webinars.

Social Media Content Creator

Stacy Klein
Bakersfield, CA
01.2012 - Current
  • Developed content strategy to increase social media followers and engagement.
  • Created content for various platforms such as Facebook, Twitter, Instagram and TikTok
  • Collaborated with marketing team to develop creative campaigns and strategies.
  • Monitored analytics and metrics to evaluate the performance of campaigns.
  • Researched trending topics related to target audience.
  • Coordinated with graphic designers to create visuals for posts.
  • Scheduled posts on a daily basis across all social media channels.
  • Reviewed user feedback and comments to improve content quality.
  • Analyzed competitors' activities on different platforms for benchmarking purposes.
  • Brainstormed ideas for new video concepts and stories.
  • Identified influencers in niche industries who could be potential partners or brand ambassadors.
  • Stayed up-to-date on social media and digital content trends to engage on trending topics and share best practices.
  • Updated and monitored content on Facebook, google and Instagram.
  • Worked with Brendan Burchard and Jesse doubek
  • Gained almost a million followers with my page That’s One Kicksss Mommy that was changed to That’s One Awesome Mommy when I sold it to Brenden Burchard.
  • Worked with google Adsense
  • Created Lift Your Head Up Dollface on Facebook and gained 40k followers
  • Created Lift Your Head Up Dollface on TikTok and gained 11.2k followers

Licensed Sales Agent

SelectQuote
Overland Park, KS
09.2021 - 06.2023
  • Provided customer service and support to clients with questions about their insurance policies.
  • Developed and maintained relationships with customers by providing personalized service, advice, and information.
  • Assisted customers in selecting the most appropriate insurance coverage for their needs.
  • Explained policy terms and conditions to clients in a clear, concise manner.
  • Processed applications for new or renewal policies accurately and timely.
  • Maintained records of all transactions in accordance with company procedures.
  • Resolved any customer complaints promptly and professionally.
  • Advocated on behalf of customers to ensure they receive the best possible coverage at the lowest cost.
  • Analyzed customer data to identify potential opportunities for additional sales.
  • Promoted various types of insurance products to existing customers as well as prospects.
  • Generated leads through networking activities, cold-calling, referrals.
  • Followed up regularly with customers regarding their policies' performance.
  • Advised clients on how to maximize their benefits while minimizing costs.
  • Prepared quotes that were accurate, competitively priced, and met customer requirements.
  • Kept abreast of changing regulations within the insurance industry.
  • Participated in continuing education courses related to the field of insurance sales.
  • Upsold products to policyholders and potential new clients.
  • Exceeded company sales goals for new policies.
  • Pursued continued professional development through insurance workshops, course and webinars.

Medical Assistant

Central Valley Medical Group
Bakersfield, CA
06.2020 - 09.2021
  • Assisted physicians with patient care by taking vital signs, patient histories and preparing patients for examinations.
  • Administered injections, medications and treatments as directed by the physician.
  • Provided assistance to medical staff in performing minor surgical procedures.
  • Prepared laboratory specimens for analysis and organized lab results for review by the physician.
  • Maintained accurate medical records through filing, charting, transcription and data entry into electronic health record system.
  • Performed basic laboratory tests such as urinalysis and blood glucose levels under direct supervision of a physician or registered nurse.
  • Educated patients on healthcare topics such as nutrition and disease prevention methods.
  • Conducted EKGs, spirometry testing, audiograms and other diagnostic tests as requested by the physician.
  • Inspected equipment to ensure proper working order prior to use on patients.
  • Assisted with pre-operative preparation of patients including providing instruction about post-operative care plans.
  • Collected samples from patients for laboratory testing purposes.
  • Ensured that all instruments used during exams were cleaned properly after each use according to established protocols.
  • Kept examination rooms clean, stocked with necessary supplies and prepared for incoming patients.
  • Filed insurance claims forms in accordance with applicable regulations.
  • Adhered to HIPAA regulations regarding safeguarding confidential patient information at all times.
  • Prepared treatment rooms for patients by cleaning surfaces and restocking supplies.
  • Measured vital signs and took medical histories to prepare patients for examination.
  • Interviewed and engaged patients to obtain medical history, chief complaints and vital signs.
  • Relayed messages from patients to physicians about concerns, condition updates or refill requests to facilitate treatment.
  • Educated patients about medications, procedures and physician's instructions.
  • Contacted pharmacies to submit and refill patients' prescriptions.
  • Participated in team meetings to improve workflows and contribute to improving patient population outcomes.
  • Assisted with diagnostic testing by collecting and packaging biological specimens for internal and laboratory analysis.
  • Conducted insurance verification and pre-certification and pre-authorization functions.
  • Incorporated outside records into charts and EHR.
  • Collaborated with local pharmacies to resolve and clarify issues with patient medication.
  • Labeled and completed lab requisitions using ICD and CPT coding.
  • Administered rapid tests for COVID and strep to help clinical staff assess conditions.

Neuro Rehabilitation Specialist

Centre For Neuro Skills
Bakersfield, CA
09.2018 - 06.2019
  • Conducted initial assessments of clients to identify physical and mental disabilities.
  • Developed individualized treatment plans for clients in accordance with their needs and preferences.
  • Monitored client progress through regular reviews, evaluations, and reports.
  • Provided guidance and support to help clients adjust to lifestyle changes associated with disability.
  • Collaborated with other healthcare professionals to coordinate services for clients.
  • Assisted clients with activities of daily living such as bathing, dressing, eating.
  • Administered medication and treatments according to physician instructions.
  • Instructed patients in the use of assistive devices such as wheelchairs or prosthetics.
  • Ensured compliance with safety standards when providing direct care services to clients.
  • Created detailed records of patient health information including diagnosis, treatment plans, outcomes.
  • Maintained a safe environment by adhering to OSHA regulations.
  • Advised patients on how to manage pain levels associated with their condition.
  • Provided emotional support and encouragement throughout the recovery process.
  • Encouraged positive behavior change by developing goals and objectives for each client.
  • Responded to needs and concerns of residents and visitors.
  • Monitored daily performance and patient outcomes to maintain quality assurance.

Education

High School Diploma -

Stockdale High School
Bakersfield, CA
09.2005

Bachelor - Psychology

Capella University
Minneapolis, MN

Some College (No Degree) - Medical Assisting

UEI College - Bakersfield
Bakersfield, CA

Skills

  • Forecasting
  • Client Service
  • Team Training and Development
  • Insurance Sales Strategy
  • Customer Retention
  • Email Marketing
  • Reliable and Responsible
  • Decision-Making
  • Honest and Dependable
  • Friendly and Helpful
  • Goal-Driven
  • Speech Clarity
  • Building Customer Loyalty
  • Flexible Hours
  • Relationship Building
  • Sales and Promotions
  • Customer Service
  • Meeting Sales Goals
  • Engaging With Diverse Customers
  • Social media content campaigns
  • Social media marketing
  • Content scheduling
  • Social Media Management
  • Google Analytics

Quote

There’s no shortage of remarkable ideas, what’s missing is the will to execute them.
Seth Godin

Timeline

Licensed Sales Agent

DH Insurance
08.2023 - Current

Licensed Sales Agent

SelectQuote
09.2021 - 06.2023

Medical Assistant

Central Valley Medical Group
06.2020 - 09.2021

Neuro Rehabilitation Specialist

Centre For Neuro Skills
09.2018 - 06.2019

Social Media Content Creator

Stacy Klein
01.2012 - Current

High School Diploma -

Stockdale High School

Bachelor - Psychology

Capella University

Some College (No Degree) - Medical Assisting

UEI College - Bakersfield

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Stacy Klein