Bailey Williams
Belmont
Summary
Skilled in customer assistance and sales, with extensive experience in health advisory roles, seeking to leverage expertise in HIPAA compliance and clinical documentation to excel as a Customer Service Manager. Proven ability to support clients with personalized service and resolve complex inquiries efficiently. Ready to contribute to a dynamic team and drive customer satisfaction. Successful at managing large call loads in a high-volume call center settings. Experienced in providing information, conducting independent research and resolving issues with a flexible approach. Friendly and outgoing with a strong attention to detail, superior work ethic and dedication to customer service.
Overview
9
9
years of professional experience
1
1
Certification
Work History
LIFE AND HEALTH ADVISOR
Globe Life Liberty National Division
Charlotte
01.2025 - Current
- Helped members navigate enrollment process and choose appropriate options.
- Assisted individuals, families and small businesses with acquiring supplemental health and life insurance.
- Resolved problems related to benefits, eligibility and claims.
- Provided information such as copay and premium details, pre-approval procedures and available products.
- Maintained full and current understanding of available plans, products and services.
- Assisted individuals and families with acquiring supplemental health and life insurance.
Consultant
TTEC - USAA
Concord
10.2021 - 01.2025
- Developed personalized insurance solutions for diverse client needs.
- Managed client relationships through regular follow-ups and support.
- Utilized CRM software to track client interactions and policy renewals.
- Educated customers on the importance of maintaining adequate insurance coverage.
- Prepared documents such as applications, endorsements, renewals, cancellations, or other forms required by law or company procedures.
- Provided customers with information regarding plan features, pricing, and availability.
- Engaged customers and provided high level of service by carefully explaining details about documents.
GROUP HOME MANAGER
Holy Angels
Belmont
11.2018 - 10.2022
- Oversaw home inventory of supplies and groceries by tracking use and placing new orders.
- Spearheaded proactive training strategies to keep staff at forefront of current best practices and safety protocols.
- Helped individuals with moderate to severe developmental disabilities carry out daily living tasks by coordinating expert support.
- Assisted staff with maintaining residents' health by scheduling medical appointments and arranging transportation.
- Promoted residents' health and well-being by organizing diverse activities for physical, mental and social stimulation.
- Mentored and coached up to 3 staff at one time to improve performance and interactions with residents.
- Arranged for ongoing housekeeping to keep home areas clean, neat and properly sanitized.
- Kept accounts, resident files and regulatory paperwork current and accurate with diligent attention to administrative requirements.
- Maintained adequate coverage for residents' needs without exceeding budget targets by coordinating schedules and team workflows.
- Managed day-to-day operation of home to comply with regulations and agency standards.
- Managed 6 residents living in home at all times.
TEAM MEMBER
Krispy Kreme
Gastonia
10.2016 - 11.2018
- Contributed to team success by completing jobs quickly and accurately.
- Maintained productive, efficient approach to all tasks.
- Trained new team members by relaying information on company procedures and safety requirements.
- Developed strong cooperative relationships with coworkers and managers.
- Worked different stations to provide optimal coverage and meet production goals.
- Learned all required tasks quickly to maximize performance.
- Worked scheduled shifts and remained available to work during coworker absences, holidays, and busy periods.
- Operated register to process payments and collect cash payment for order totals.
- Kept work areas clean, organized, and safe to promote efficiency and team safety.
Education
HIGH SCHOOL DIPLOMA -
Stuart Cramer High School
Cramerton06.2017
Skills
- HIPAA compliance
- Mental health awareness
- Clinical documentation
- Customer support
- Data entry
- Inbound call management
- Sales expertise
- Customer assistance
- Health insurance advisor
- Life insurance advisor
- Medicare supplement advisor
- Property and casualty advisor
- Claims adjuster
Certification
- Health Insurance Advisor
- Life Insurance Advisor
- Medicare Supplement Advisor
- Property and Casualty Advisor
- Claims Adjuster
Timeline
LIFE AND HEALTH ADVISOR
Globe Life Liberty National Division
01.2025 - Current
Consultant
TTEC - USAA
10.2021 - 01.2025
GROUP HOME MANAGER
Holy Angels
11.2018 - 10.2022
TEAM MEMBER
Krispy Kreme
10.2016 - 11.2018
HIGH SCHOOL DIPLOMA -
Stuart Cramer High School