Case Manager Account

Kelly Krier

*** ********* *** **** *, Columbus, OH 43214

**********@*****.*** 614-***-****

PROFESSIONAL EXPERIENCE

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Environmental Pest Management Westerville, OH

Account Manager November 2024-May 2025

● Oversees a book of business containing over 100+ apartment properties throughout Greater Columbus, Toledo, Dayton, and surrounding areas to provide exceptional pest control treatments

● Promotes exceptional communication via email and phone calls to coordinate ongoing services

● Continuously meets and excels the Service Quality goal each month set by the leadership team

● Exemplifies empathy and support to properties with severe pest issues and creatively provides solutions for the long term

● Contributes to company sales goal monthly through additional services Pacific Life Insurance Newport, CA (Remote)

Senior Case Manager December 2023 - May 2024

● Reviewed New Business applications to ensure accuracy of information for each client

● Worked with external advisors via email and phone calls to relay any outstanding requirements and to advise the status of the policy

● Communicated with internal team members to collaborate on any issues or questions regarding processes or policies

LifeRoc Capital, LLC Irvine, CA (Remote)

New Business Case Manager October 2021-October 2023

● Communicated promptly with sales reps and advisors through emails, case status reports and inbound/ outbound phone calls

● Reviewed and integrated new case submissions, documents, and data into electronic analytical system

● Trained new Case Manager hires virtually: educated hires on role responsibilities, medical record orders, carrier document orders, case follow ups, and effective communication strategies Nationwide Insurance Grandview, OH

Life New Business Case Manager November 2019 - October 2021

● Processed life insurance applications to issue in force

● Provided strong and effective communication with advisors via emails and phone calls

● Managed case load of up to 180 applications

● Ensured standards and guidelines are met for quality and timely processing Internal Sales & Service Representative 2018-2019

● Provided professional support to members and agents to retain lasting relationships

● Received 30 - 40 inbound phone calls daily assisting members and agents with Term and Whole Life Insurance policies

● Demonstrated a critical understanding of member needs and emphasized prompt responses

● Experienced training and mentoring new employees on policies and job standards

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EDUCATION

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The Ohio State University

Bachelor in Communication Analysis Practice

Columbus, OH

May 2018

Columbus State Community College

Associate of Arts

Columbus, OH

August 2016

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