Tabitha Warner
Fort Wayne,IN
Summary
Dynamic Case Manager with Trajector Disability, skilled in client advocacy and resource coordination. Proven ability to monitor progress and adjust plans effectively, ensuring client satisfaction. Recognized for exceptional problem-solving and active listening skills, fostering strong relationships and enhancing service delivery. Committed to maintaining accurate case documentation and promoting clients' rights.
Overview
17
17
years of professional experience
Work History
Case Manager
Trajector Disability
Orem, Utah
08.2025 - Current
- Facilitated communication between clients and support services.
- Monitored client progress and adjusted plans as necessary.
- Advocated for clients' rights and access to resources.
- Documented case notes and maintained accurate client records.
Customer Care Rep
Nations Benefits, LLC
06.2023 - 07.2025
- Provided exceptional customer support through phone and email communication.
- Resolved customer inquiries efficiently using internal systems and knowledge base.
- Documented interactions accurately in customer relationship management software.
- Educated customers on benefits and services offered by the company.
- Answered customer inquiries over the phone and via email.
- Resolved customer complaints promptly and professionally.
- Maintained a detailed record of all customer interactions, transactions, comments, and complaints.
Client Care Agent
Williams Comfort Air
Indianapolis, Indiana
10.2018 - 05.2023
- Scheduling service appointments for residential and commercial clients.
- Resolved customer complaints promptly, ensuring satisfaction and loyalty.
- Developed customer relationships and ensured satisfaction with services.
- Processed payments from customers by cash, check or credit cards accurately according to company guidelines.
- Upsold additional products or services when appropriate in order to meet sales goals.
- Utilized CRM systems to track client interactions and progress.
- Delivered excellent service via inbound and outbound calling efforts, meeting established minimum targets.
- Provided customer service to clients through phone and email communication.
Office Assistant
NuVision Building Care
04.2009 - 09.2018
- Data entry in the computer system.
- Quality inspections of commercial clients' establishments.
- Assisted in scheduling appointments and coordinating meetings for staff.
- Processed incoming and outgoing mail with attention to detail.
- Maintained an organized filing system of paper documents and electronic files.
- Created spreadsheets using Microsoft Excel to track expenses and other financial data related to the office budget.
- Managed office supply inventory by tracking orders and ensuring adequate stock levels are maintained at all times.
Education
Applied Science - Medical Assisting
National College
IndianaSkills
- Case documentation
- Customer relationship management
- Data entry accuracy
- Problem solving
- Empathy and compassion
- Active listening
- Positive attitude
- Multitasking and organization
Timeline
Case Manager
Trajector Disability
08.2025 - Current
Customer Care Rep
Nations Benefits, LLC
06.2023 - 07.2025
Client Care Agent
Williams Comfort Air
10.2018 - 05.2023
Office Assistant
NuVision Building Care
04.2009 - 09.2018
Applied Science - Medical Assisting
National College