STEPHANIE FARRELL
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
23
23
years of professional experience
Work History
Senior Family Advisor
Caring.com
01.2019 - 01.2022
- Elite Team-Top 5% Performer
- Outbound and Inbound high volume calls regarding care needs for Seniors
- Worked with families, senior care communities and in home care agencies to successfully facilitate transitions
- Empowered families to make informed decisions regarding discharge, treatment options and potential outcomes
- Utilized empathy to collaboration with involved parties and providing necessary resources.
- Provided ongoing case management services, monitoring progress and adjusting support strategies as needed.
Office Manager
CPS
01.2012 - 01.2019
- Maintained accurate financial records by reconciling accounts payable/receivable transactions regularly to ensure balanced budgets.
- Achieves financial objectives by preparing and sending invoicing. Initiate corrections; resolve delinquencies
- Completes operational requirements by scheduling and assigning employees
- Keeps management informed by reviewing and analyzing financial reports; summarizing information; strategize to develop new client base
- Successfully transitioned company to cloud based industry specific CRM
- Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
- Leveraged data and analytics to make informed decisions and drive business improvements.
Sales Representative
ARAMARK
01.2007 - 01.2009
- Strategic planning used to promote brand recognition in previously untapped markets while expanding growth in core market center
- Account and time management: manage of current and potential client pipeline
- Determine client needs and develop proposals
- Continuous education and training on market trends and new product introductions
- Generated additional sales opportunities with upselling and cross-selling techniques.
- Enhanced client satisfaction by addressing concerns promptly and providing exceptional service.
- Expanded customer base through cold calling, networking, and relationship building.
- Increased sales revenue by identifying and targeting high-potential accounts.
- Maintained up-to-date knowledge of industry trends for informed decision-making during client interactions.
- Consistently met or exceeded quotas by implementing strategic sales plans and effective time management.
Property Manager
Basala Consulting
01.2006 - 01.2007
- Engaged in selection and monitoring of contractors performance and invoicing
- Assist in collection, analysis based on market rates and administration
- Responsible for accounts receivable, accounts payable and collection activities
- Handled tenant complaints promptly and appropriately, calling in repairmen, and other support services.
- Maintained positive landlord-tenant relationships, ensuring clear communication and prompt resolution of any disputes.
Sales Representative
United Health Care
01.2006 - 10.2006
- Enhanced client satisfaction by addressing concerns promptly and providing exceptional service.
- Consistently met or exceeded quotas by implementing strategic sales plans and effective time management.
- Generated additional sales opportunities with upselling and cross-selling techniques.
- Expanded customer base through cold calling, networking, and relationship building.
- Maintained up-to-date knowledge of industry trends for informed decision-making during client interactions.
Sales Representative
AFLAC
01.2004 - 01.2006
- Supplemental Medical Insurance - Fire Club Performer
- Consistently met or exceeded quotas by implementing strategic sales plans and effective time management.
- Increased repeat business by fostering trust-based relationships with key accounts through regular communication.
- Developed tailored solutions in response to unique customer needs, increasing overall satisfaction rates.
- Achieved top performer status consistently through dedication to meeting goals and exceeding expectations.
Workplace Advisor-Medicaid
State of Iowa
01.1999 - 01.2004
- Conducted thorough needs assessments for each client, identifying suitable plan options based on individual requirements and financial capabilities.
- Navigated complex regulatory requirements to ensure compliance in all advisory activities.
- Educated clients through community outreach events, increasing awareness of available Medicaid insurance options.
- Ensured compliance with federal guidelines when assisting clients in application and renewal of Medicaid Plan(s).
Education
Bachelor of Arts - Business Administration
Ashford University
Clinton, IASkills
- Analytical Thinking
- Problem-Solving
- Document Management
- Account Reconciliation
- Credit and collections
Timeline
Senior Family Advisor
Caring.com
01.2019 - 01.2022
Office Manager
CPS
01.2012 - 01.2019
Sales Representative
ARAMARK
01.2007 - 01.2009
Property Manager
Basala Consulting
01.2006 - 01.2007
Sales Representative
United Health Care
01.2006 - 10.2006
Sales Representative
AFLAC
01.2004 - 01.2006
Workplace Advisor-Medicaid
State of Iowa
01.1999 - 01.2004
Bachelor of Arts - Business Administration
Ashford University
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