Customer-focused professional committed to delivering exceptional service and enhancing client experiences. Proven ability to educate customers on available options and optimize system usage for improved satisfaction. Adaptable team player with a strong work ethic and effective communication skills. Ready to support organizational objectives and contribute to a collaborative environment.
Overview
23
23
years of professional experience
1
1
Certification
Work History
Licensed Insurance Agent
Insure Me
Kodak
07.2025 - Current
Licensed Insurance Producer for Life and Health
Licensed in the following states: AR, KS, NM, OH, SD, IA, NE, NC, SC, WA, WV, FL, AZ, VA, TN, MI, TX, PA, NJ, CO, UT, ID, OR
Assist individuals with understanding health and life insurance options
Educating clients on carrier options and how to pick a plan that best meets their individual and family needs
Maintaining strong ethical standards
Clear documentation of all interactions
Follow up with each sale to ensure satisfaction with outcome
Customer Service Representative
CVS CAREMARK and Aetna Employee Assistance Program
Kodak
08.2021 - 07.2025
Customer service representative for pharmacy benefits and employee assistance program benefits
Keeping clients invested in the products and company services to ensure loyalty and continued use of services provided
Answer inbound calls for members to resolve pharmacy benefits related issues
Schedule adherence
Maintain appropriate and timely documentation of all activities
Greeting all callers immediately and with compassion
Use empathy and problem-solving skills to assist members with resolutions to prescriptions
Use of motivational interviewing to assist members with problem solving
Link members to community resources that can assist them with current needs
Helping individuals understand their benefits, and how to maximize the tools they have at their disposal
Tennessee Health Link Lead
Camelot
Morristown
08.2019 - 10.2021
Be familiar with the duties and expectations of the THL service definition and remain up to date on any changes.
Providing supervision to the Care Coordinators that are a part of the program as well as lead weekly team meetings.
Provide support and encouragement to Team Smoky to address problems that arise that would interfere with their daily duties.
Review service notes and care plans for quality.
Maintain worksheets that track data for the program including a census; discharges; billing; verbal consents, and due dates.
Work with the team to ensure audits are successful through chart reviews as well as ensuring the team has the information and skills, they need to complete all our tasks.
Responsible for working with all the Leadership in Team Smoky to make sure there is a connection with all program continuums.
Communication throughout all programs across the state as well as my region I am covering is essential for success.
Care Coordinator
Children (CC4C)
Sylva
04.2017 - 08.2019
Care Management for At Risk young children ages zero to five.
Provide Care Coordination and supports families by: assessment, screenings and care planning based upon identifying needs and concerns; linkage to medical home; coordination of care between health care providers and community resources; linkage and referral of children and families to needed community programs and supports; parent/caregiver education related to needs and concerns; coordination of child's care to ensure they obtain appropriate medical care, social services and supports.
Target population served includes Children with Special Health Care Needs; Children being discharged from the neonatal intensive care unit (NICU); children in foster care; children exposed to severe toxic stress to include but not limited to: extreme poverty, recurrent physical and emotional abuse; chronic neglect; severe maternal depression; persistent parental substance abuse; substance affected infants; repeated exposure to violence in community and family; incarcerated parent.
Virtual Health Champion (VH): VH is the current electronic medical record system used by this program.
Trained in assisting new and existing CC4C employees in learning and utilizing the program.
New Hire Training: I was often utilized as an in-house trainer for new employees in the Western Region to job shadow and train on learning the role of a CC4C and provide mentoring during the learning period for ease into the new role.
Day Treatment Director
Appalachian Community Services
Bryson City
08.2006 - 09.2016
Implement evidenced based curriculums to support behavior management and stability in the school setting.
Support classroom teachers in administering successful proactive classroom management, demonstrating effective behavior management for diverse students, including students with behavioral disabilities, learning disabilities, and mental health disorders.
Participate actively in staff development, staff meetings, IEP meetings, development of Personalized Education Plans and Behavioral Intervention Plans, and facilitate team meetings.
Provide in-house trainings to staff to develop enhanced skills.
Plan, schedule and collaborate with other agencies to develop Person Centered Plans for each child.
Collaborate with parents/guardians, students, and community agencies to ensure successful achievement of goals across all domains.
Provide one-on-one direct therapeutic interventions to develop coping skills, problem solving skills and increase emotional stability.
Teach students through one-on-one and group activities daily skills including communication skills, independent living skills, self-care, social skills, emotional regulation, positive thinking, decision making.
Family Social Worker
Graham County Department of Social Services
Robbinsville
06.2005 - 07.2006
Consult with consumers and families of children in foster care or at risk of coming in to care to develop safety plans and promote reunification.
Meet weekly and monthly in the home with children and families ensuring safety.
Provide education and support to ensure safety of children in the home.
Respond/de-escalate after hours crisis calls.
Work collaboratively with community agencies to ensure that the family has the needed resources to successfully and safely care for the children in the home and provide the basic needs of the home.
Work with the treatment team to provide recommendations to the court for care for the family.
Provide the court with documentation of efforts of the family to provide a safe and stable home, report to the court monthly concerns and progress of families in the foster care system.
Court Counselor
Cleveland County Department of Juvenile Justice
Shelby
12.2002 - 06.2004
Monitor juveniles on probation or supervision for delinquent and undisciplined offenses.
Report progress of juveniles to court system and complete violations for those who do not make progress towards terms of probation.
Provide home visits and school visits to review progress.
Work with law enforcement to file charges for individual offenders.
Provide secure transport to detention facilities.
Communicate frequently with parents and service providers to ensure appropriate service is in place to have needs met.
Facilitate urinalysis for juveniles for drug screens.
Education
Bachelor of Science - Sociology
Gardner-Webb University
Boiling Springs
05.2001
Bachelor of Science - Psychology
Gardner-Webb University
Boiling Springs, NC
05.2001
Skills
Crisis intervention and mental health
Life insurance knowledge
Ethical documentation
Customer relationship management
Conflict resolution
Needs assessment
Community resource linkage
Team leadership
Problem solving
Time management
Underwriting principles
Goal oriented approach
Cold calling
Leads prospecting
Upselling
Behavior management and documentation
Behavioral health expertise
Results-oriented approach
Integrity and professionalism
Microsoft Office proficiency
Classroom and case management
Social work practices
Electronic medical record systems
Care coordination
Empathy in communication
Quality assurance
Cultural sensitivity
Care planning
Patient advocacy
Treatment Planning
Scheduling
Progress monitoring
Discharge planning
Goal setting
Pharmacy benefit management
Motivational interviewing
HIPAA compliance
Health and welfare plans
Employee counseling
Employee assistance programs
Certification
Life & Health Insurance License
Personal Information
Title: Licensed Insurance Agent
Previous Certifications And Licenses
Certified Case Manager: North Carolina
CPR
First Aid
NCI (North Carolina Interventions)
Timeline
Licensed Insurance Agent
Insure Me
07.2025 - Current
Customer Service Representative
CVS CAREMARK and Aetna Employee Assistance Program