PROFESSIONAL SUMMARY
Overview
Work History
Education
Skills
Additional Experience
Timeline

Casey Bond

Concentrix
Hickory
11
years of professional experience

Led initiatives to exceed sales targets while fostering exceptional customer service standards.,Cultivated relationships by identifying customer needs and delivering customized solutions.,Adapted strategies in fast-paced environments to enhance client communication.,Managed sales processes and product descriptions to improve market positioning.,Developed customer engagement and negotiation strategies to drive business growth.

Work History

Member Advocate

1 Year 6 Months
IBEX Global | 01.2025 - Current

Provide exceptional customer care... Medicaid/D-SNP... coordinate appointments, resolve medical and pharmacy claims, outbound calls, HIPAA compliance, problem-solving.

• Provide exceptional customer care and serve as a dedicated advocate for UnitedHealthcare members.
• Assist members with Medicaid and Dual Complete Special Needs Plans (D-SNP), helping them understand and maximize their Medicaid and Medicare benefits.
• Schedule appointments and coordinate care by contacting healthcare providers, primary care physicians, and specialists.
• Research and resolve medical and pharmacy claims, ensuring timely and accurate solutions.
• Help members find, change, or establish primary care physicians (PCPs) and locate in-network specialists.
• Make outbound calls to members and providers to follow up on cases and ensure complete resolution.
• Use strong problem-solving and critical-thinking skills to provide immediate, effective solutions to member concerns.
• Deliver compassionate, high-quality customer service while maintaining HIPAA compliance and confidentiality.
• Build positive relationships with members by providing clear communication, active listening, and personalized support.

Salesperson

2 Years 10 Months
Concentrix | 09.2023 - Current
  • Utilized problem solving skills to identify customer needs and provide optimal solutions.
  • Developed excellent communication and interpersonal skills by interacting with customers on a daily basis.
  • Analyzed customer feedback to improve the effectiveness of sales processes.
  • Demonstrated ability to stay organized and motivated in a fast-paced environment.
  • Acquired extensive knowledge of product lines, pricing structures, and sales strategies.
  • Worked with management teams to develop annual sales plans, goals, and targets.
  • Adapted to and remained flexible in changing, fast-paced work environment.
  • Tracked market changes and adjusted sales tactics accordingly.
  • Advised clients regarding accounts, pricing schedules, and financing options.
  • Identified opportunities for growth within existing accounts by cross-selling additional products or services.

Cook

4 Months
Abernathy laurels | 05.2023 - 09.2023
  • Maintained cleanliness and organization of kitchen equipment, appliances, and utensils.
  • Demonstrated ability to work quickly and accurately in high-pressure environments.
  • Cooked food according to recipes set by establishment.
  • Labeled and dated food, keeping industrial refrigerators and freezers neat and orderly.
  • Washed and sanitized hands throughout shift, promoting food safety and health requirements.
  • Prepared large quantities of food items according to recipes or specific customer orders.
  • Monitored food items, maintaining minimum guidelines for temperature, taste, and quality.
  • Inspected kitchen equipment regularly for proper functioning; reporting any issues immediately.

Financial Advisor

6 Months
Unifour financial | 02.2023 - 08.2023
  • Advised clients on investment strategies that best suited their individual needs and goals.
  • Identified financial needs of customers through effective questioning and listening techniques.
  • Evaluated clients' current financial position, including income, expenditure, insurance coverage, tax status and investments.
  • Helped clients achieve financial planning goals through remote channels.
  • Explained complex financial concepts in a clear and concise manner to clients.
  • Conducted detailed financial analyses to determine the best options for clients.

Fruit Specialist/ Deli Clerk

2 Years 4 Months
Publix | 09.2020 - 01.2023
  • Provided customer care to two departments.
  • Hands on with resets and customers
  • Cutting fruit at a very fast pace independently on the forecast for the day.
  • Assisting customers when needed on the sales floor
  • Following very detailed planning and recipes
  • Opening and closing the store
  • Implemented strategies to improve performance, accuracy, and quality.
  • Leveraged strong communication skills to build relationships with clients.
  • Coordinated with cross-functional teams on projects and initiatives.
  • Developed specialized skills in customer service and client relations.
  • Utilized problem solving techniques to resolve conflicts between departments.
  • Utilized tools to analyze data and recommend solutions.
  • Guided development and implementation of business unit risk management processes.

Server

3 Months
Safari miles | 12.2019 - 03.2020
  • Provided excellent customer service by anticipating needs and responding promptly to requests.
  • Greeted and accommodated guests, building positive experience from first interaction.
  • Demonstrated ability to interact with customers in a friendly and professional manner.
  • Prioritized multiple tasks in dynamic environment and stayed calm and composed.
  • Used good communication skills to reduce guest dissatisfaction.
  • Checked in with guests throughout meal service, replenishing drinks and catering to additional requests.
  • Memorized menu to help diners make informed meal choices.

Customer Service Representative

3 Years 8 Months
Auto zone | 04.2015 - 12.2018
  • Handled customer complaints and inquiries in a courteous and efficient manner.
  • Demonstrated excellent communication skills, both verbal and written, in order to effectively interact with customers.
  • Developed strong customer relationships and loyalty through effective communication.
  • Maintained knowledge of company products to provide helpful suggestions and recommendations to customers.
  • Responded to telephone inquiries and complaints following standard operating procedures.
  • Greeted customers by name and displayed respectful attitude, helping develop rapport with customer base and build lasting relationships.
  • Addressed customers courteously using suitable methods and problem-solving skills.
  • Processed orders, returns, and exchanges in an accurate and efficient manner.
  • Assisted customers with product selection by providing detailed information about available products and services.
  • Participated in team meetings to discuss new ideas for improving the overall quality of customer service provided.
  • Remained open to feedback from supervisor and peers to build and improve skills set.

Education

- Clinical Psychology

Montreat College | Montreat, NC | 08.2016

Skills

Championed customer service initiatives through active listening.
Led efforts in customer relationship building to foster loyalty.
Drove customer engagement strategies to enhance brand interaction.
Oversaw customer care operations to maintain high satisfaction standards.
Directed sales management practices to optimize team performance.
Cultivated relationship building skills within the organization.
Negotiated terms to secure beneficial agreements for clients.
Crafted comprehensive product descriptions to inform purchasing decisions.
Implemented up-selling strategies to boost overall sales.
Managed key accounts with a focus on retention and satisfaction.
Delivered compelling sales presentations to engage prospective clients.
Formulated innovative sales strategies to achieve business objectives.
Advanced relationship selling techniques to strengthen client partnerships.
Streamlined the sales process for improved customer experience.
Resolved complaints through effective handling and follow-up.
Expanded professional networks to open new business avenues.
Executed cross-selling initiatives to enhance product reach.
Leveraged social selling to connect with target audiences.
Engaged in cold calling efforts to drive lead generation.
Adapted selling techniques to suit various customer profiles.
Designed lead conversion strategies to maximize sales outcomes.
Fostered network development for strategic advantage.

Additional Experience

  • MEMBER ADVOCATE | IBEX Global – UnitedHealthcare 2025–Present
  • Provide exceptional customer care... Medicaid/D-SNP... coordinate appointments, resolve medical and pharmacy claims, outbound calls, HIPAA compliance, problem-solving.

Timeline

Member Advocate

IBEX Global
01.2025 - CurrentRead More

Salesperson

Concentrix
09.2023 - CurrentRead More

Cook

Abernathy laurels
05.2023 - 09.2023Read More

Financial Advisor

Unifour financial
02.2023 - 08.2023Read More

Fruit Specialist/ Deli Clerk

Publix
09.2020 - 01.2023Read More

Server

Safari miles
12.2019 - 03.2020Read More

Customer Service Representative

Auto zone
04.2015 - 12.2018Read More

Montreat College

from Clinical Psychology
Read More
Casey Bond