Customer Service Special Education

Recruiting Team,

My background includes developing Individualized Education Plan goals for special needs students at the elementary/middle school level, and company goals. I am well-versed in healthcare, health insurance & technology however I am most passionate about serving my community and helping people overcome obstacles.

Consider the following highlights of my qualifications:

- 1 year as a Health Insurance Sales Agent & 4 years in technical customer support & account management managing change efficiently.

- Providing vital support to customers as they make their transition to our software service; assessing needs, utilizing Microsoft Office Suite of products, Our Software platform, and Salesforce.

- Experience as a Special Needs Life Skills & Content Mastery Teacher in collaboration with cross-functional special education teams: including parents, physical, occupational, and speech therapists; administrators and general education teachers. Realizing the optimal whole-child educational plans based on accurate data that would help the child succeed.

- Responsible for navigating our school away from a pending lawsuit.

With my experience and passion for providing help to companies looking to expand their business, I believe I could meet and exceed the expectations for this role.

Thank you for your consideration.

Sincerely,

Kathryn N. Crotchett

KATHRYN CROTCHETT

Austin, TX 512-***-**** *****************@*****.***

OBJECTIVE

Kinesiology graduate with 3+ years insurance, education, and account management. Known for exceptional team growth, aiming to leverage these skills to enhance the achievement and well-being of my community.

WORK EXPERIENCE

Rollick Outdoor, Austin TX June 2019- July 2020; March 2021-current

Customer Success Specialist

Championed customer needs, consistently delivering high-quality service and exceeding customer satisfaction metrics.

Acted as the key link between manufacturers and internal teams, managing client requests and bridging gaps.

Handled customer inquiries related to CSI client platform features, permissions, configurations, and functionality, ensuring transparency through regular status updates.

Engaged in training, process enhancements, and quality assurance to boost efficiency.

Delivered both initial and ongoing application training to clients, enhancing their engagement and overall product usage.

Analyzed and understood platform data requirements to minimize database errors, safeguarding client data integrity.

Dealer Support Representative/Account Manager

Acted as the liaison between dealerships, consumers, development, and management teams, ensuring efficient performance of integrations and products.

Drove business growth by identifying and upselling ROI-boosting products to existing dealers.

Conducted Account Reviews, imparting best practices to enhance dealers' sales effectiveness.

Channeled dealer feedback to management and development teams to inform product development strategy.

Consumer Support Representative/Business Development Specialist

Managed direct customer interactions via Salesforce across 100+ sites, expediting the outdoor vehicle buying process by answering queries, scheduling appointments, and facilitating dealership connections.

Boosted B2B sales for Toyota's forklift division by prospecting leads and setting appointments

Directed and resolved incoming consumer inquiries, ensuring a seamless customer experience.

Total Insurance Brokers, Tampa FL July 2020- Jan 2021

Medicare Sales agent

Advanced professional skills through continuous training and updating certifications in Life, Health, Accident, and HMO.

Guided clients on Medicare needs, providing solutions including advice on Medicare Advantage, Medigap, and standalone Dental, Vision, and Hearing plans.UMU

Enrolled clients in Medicare Advantage plans, fostering relationships and sustaining client communication.

Developed a client portfolio using Salesforce, Sunfire, and Five9 programs.

JUBILEE CHARTER SCHOOL, San Antonio, TX July 2015-April 2016

Special Education Teacher – Resource and Content Mastery

Developed individualized education plans for 11 special needs students, resulting in a 20% increase in test scores.

Managed student behavior with crisis intervention techniques, one of two with a CPI designation in the school.

Coordinated holistic well-being visits with psychologists, and occupational, speech, and physical therapists.

Initiated a mentorship program pairing older non-special needs students with younger special needs students to aid in challenging subjects.

Implemented non-violent interventions to manage outbursts, leading to improved student behavior.

EDUCATION

TEXAS STATE UNIVERSITY San Marcos, TX

Bachelor of Science, Exercise and Sport Science

Minor, Psychology, 2008

TEXAS STATE UNIVERSITY AND UNIVERSITY OF PHOENIX

Graduate Coursework in Special Education

Skills: Microsoft Office suite of products, Quicken Home Business Software, Salesforce/CRM tools

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