Summary
Overview
Work History
Education
Skills
References
Timeline
Generic

Theresa Whitfield

Waukee,IA

Summary

Dedicated worker with excellent communication, time management and the ability to navigate systems easily. Frequently praised as hardworking by peers and managers, can be relied upon to help achieve goals company set. Results-oriented professional with 6 years of experience and a proven knowledge of benefits counseling, Retiree-AXA Equitable and SEIU project and Life claims experience.

Overview

11
11
years of professional experience

Work History

Sales Associate

Carter's
09.2023 - Current
  • Provided personalized shopping experiences for repeat customers by remembering their preferences and offering tailored recommendations.
  • Managed conflict resolution with dissatisfied customers professionally, resulting in improved customer retention rates.
  • Handled cash transactions efficiently while adhering to company cash handling policies, ensuring accuracy in all financial exchanges.
  • Contributed to visual merchandising efforts by creating eye-catching displays that showcased products effectively and enticed shoppers to make purchases.

Life Claims Specialist

AMBA
05.2022 - 06.2023
  • Improved claim processing efficiency by streamlining workflows and implementing time-saving techniques.
  • Reduced claim turnaround time through diligent investigation and timely communication with stakeholders.
  • Enhanced customer satisfaction by providing empathetic support and accurate information during claims process.
  • Collaborated with cross-functional teams to identify fraudulent claims, protecting company resources and maintaining ethical standards.
  • Increased accuracy in claims assessments through thorough research and attention to detail in documentation review.

Benefit Counselor

AMBA
04.2022 - 05.2022
  • Assisted with benefit plan participants in managing accounts and benefits eligibility
  • Answering inquire insurance questions that non member may have before applying for coverage
  • Explain healthcare/life insurance benefit options to employees of different associations
  • Manage 15-20 claims process and providing support to customers who have filed claims, such as answering questions about claim status or helping with filing claim appeal.

Benefits Counselor

Mercer Consumer
06.2016 - 04.2022
  • Communicating with clients about changes to their coverage or explaining how new laws will affect their policies
  • Explaining coverage details, including deductibles, co-payments, covered services, and exclusions to ensure that client understands their policy
  • Helping clients choose appropriate coverage options based on their needs and current situation
  • Reviewing existing coverage to determine if any changes are needed or recommending changes to existing coverage.

Key Manager

Gordmans
11.2012 - 06.2016
  • Assisting with escalated customer issues
  • Receive shipments, assist in unloading stock, checking products against invoice, sorting and distributing stock, shocking shelves, pricing merchandise, cleaning fixtures and displaying product
  • Operate cash register and prepare customer transactions and receipts efficiently
  • Lead store in absence of assistant manager / store manager to include opening closing, customer service and store maintenance
  • Assisted with putting out freights in different department.

Education

Associate of Arts - Accounting And Finance

Des Moines Area Community College
Des Moines, IA
05.2024

Skills

  • Time Management
  • Team Player
  • Excellent Communication
  • Dependable and Reliable
  • Positive Attitude
  • Ability To Multitask
  • Team Leadership
  • Oral and Written Communication
  • Critical Thinking
  • Claims Adjudicator
  • Exceeding Customer Expectations
  • Assisted with Retiree-AXA Equitable
  • SEIU projects
  • Outstanding Student Award
  • DMACC Provost's List Fall 2022

References

  • Paul Bate, LPN, Private Duty, UnityPoint At Home, (641) 230-0641, bikerider2009@gmail.com, Family Friend
  • Edna David, Accountant, Mid American Energy, (515) 771-4244, Ednadavid46@yahoo.com, Friend
  • Misty Hilts, Assistant Manager, Gordmans, (515) 865-1747, misty.renee@icloud.com, Previous Supervisor

Timeline

Sales Associate

Carter's
09.2023 - Current

Life Claims Specialist

AMBA
05.2022 - 06.2023

Benefit Counselor

AMBA
04.2022 - 05.2022

Benefits Counselor

Mercer Consumer
06.2016 - 04.2022

Key Manager

Gordmans
11.2012 - 06.2016

Associate of Arts - Accounting And Finance

Des Moines Area Community College

Similar Profiles

CREATE PROFILE
Theresa Whitfield