Remote Scheduling Specialist with Healthcare & Insurance Experience
Resume:
Barbara Calbert
Missouri City, TX *****
*******************@***********.***
Willing to relocate to: Las Vegas, NV - Dallas, TX - Houston, TX - San Antonio, TX Authorized to work in the US for any employer
Work Experience
Independent Broker
Our Infinite Company /Appreciation Financial/ Hiscox Insurance-Missouri City, TX February 2020 to Present
I represent individuals, families or groups who are in need of Life, Health or Property & Casualty Insurance. I am contracted with several major insurance carriers who offer products that are best suited for individual needs. Retirement Specialist
Owner/Operator
Barbara Calbert Enterprises LLC-Houston, TX
July 2007 to March 2020
I have owned and operated Barbara Calbert Enterprises since 2007, with original business as The Jazz Bistro, restaurant and Jazz Lounge in the Sugarland area operating until 2014 managing up to 30 staff members. Since, I have downsized working in other career capacities. Currently the BLT Grill, located in Prairie View, TX is owner operated remotely, with occasional functional visits for meetings, training, staff evaluations and monthly reports.
Disaster Case Manager Supervisor
BCFS-Houston, TX
May 2018 to January 2020
Provide long term Disaster Case Management services to Communities and Survivors to address critical unmet needs resulting from the affects of Hurricane Harvey through persistent Program and Incident Management for a period of 18 months.
Supervise, manage and train staff of 10 Case Managers. Develop and analyze weekly reports of Service Dollar Value awards to Survivors. Review Case Management Productivity, work schedule. Weekly Training, facilitate Team Building activities.
Provide collaborative resources through local Partner Agencies to support community efforts to assist Survivors in their long term recovery goals to move beyond devastation to establish a new normal. Experience in partnering with and empowering
Survivors to obtain financial assistance to assist with unmet needs, the rebuild/repair process for homes, provide resources for Behavioral Health and Spiritual Guidance. Case loads are strategically maintained according to FEMA tier categories. Proficiency in Microsoft Office, Excel and master company software system (ETO) and Red Cross CAN System. Use Best Practices in compiling, preparing, and submitting accurate records and personal information according to company policies, licensing and program contracts.
Meet all deadlines for program requirements. Assist is writing program policies and procedures. Use Best Practices in facilitating effective communication and professional work ethics with staff and Survivors maintaining strict confidentiality and professional boundaries according to company standards and policies.
Record, Review and Share completed Success Stories of Survivors achieving goals that evolved from devastation to becoming whole again.
Logistics Support confirm distribute evaluate and manage resources needed. Marketing Manager
K Paley Development-Houston, TX
February 2012 to April 2018
Responsibilities
Supervised a staff of 20 people. My duties included payroll and other human resource responsibilities, accounting, maintaining company's local, state, and federal permits, certifications and regulations for licensing, taxes, insurance, etc. I market the company's brand, communicate with vendors, professional clients, maintain excellent customer and client services, and maintain extraordinary work ethics.. Accomplishments
I have had a tremendous impact on the company's revenue with a 30 percent increase in sales and productivity for the last
2 years. I created a relaxed and professional atmosphere within the company by increasing moral among staff by welcoming, recognizing and educating through diversity of cultures. Skills Used
Demonstrated strong leadership, communication, and time management skills. Immediate Disaster Case Manager
BCFS-Houston, TX
September 2016 to March 2018
As Immediate Disaster Case Manager (IDCM), I served in a rapid response program with teams that provided operational support, technical assistance, outreach, initial triage and Disaster Case Management Services (DCM) to disaster survivors
(Hurricane Harvey). As IDCM I worked in collaboration with other Federal Partners such as FEMA, Volunteer and Non-Profit
Agencies (Red Cross), United Way and Faith based organizations to augment and assist Disaster Survivors in recovery efforts.
I served interim Sub-Lead under Joe Guerra and Charlene Howell during recovery efforts at Greenspoint DRC in Houston.
Managed and assisted in access of 120 plus Disaster Survivors with resources for housing, food, clothing, financial, employment, behavioral health and other needs to begin recovery from the affects of Hurricane Harvey.
Began on 5/1/2018, currently servicing Survivors in the DCM Long Term Recovery Program as a Disaster Case Manager.
Responsible for managing multiple Survivor cases to process and access disaster related unmet needs. Utilize Best
Practices by securing privileged and personal documentation with Agency personal information and confidentiality protocols for Client protection. Maintain profession work ethics seeking growth and development throughout the organization. Provide and improve case management skill set by cooperative Peer Reviews, embrace continuous Case Management training and certifications with Partner Agencies such as Red Cross and other local / state mandated Disaster Recovery Agencies or General Recovery Groups,
DCM and Survivor partner in their recovery efforts by creating recovery plans with goals to empower and assist in the
Survivor's W(holistic) recovery from their loses; guiding and supporting the Survivor to stability creating a new normal to thrive after face with disaster.
Chiropractic Assistant/Office Manager
Barrett Chiropractic-Missouri City, TX
August 2001 to February 2006
Chiropractic Intern working while attending Texas Chiropractic College in Pasadena. Manage office duties by maintaining patient files, insurance verification and coding, patient assessments, intake, and pre- examinations, assisted with
Chiropractic adjustments, performed patient X-rays and readings. Provided post exam narratives, patient care and education about holistic health care. Responsible for presenting Nutritional and Wellness Seminars, arranged and participated in local Health Fairs promoting wellness, pre -screenings for muscular, neurological and skeletal disorders, setting appointments for healthcare services. Liaison facilitating working relationship between Doctor's of Chiropractic and Medical Doctors to accomplish ultimate Wholistic patient care.
Insurance Sales
Education
Biology (Masters)
Texas Chiropractic College-Pasadena, TX
2001 to 2005
Marketing (Bachelor's)
University Of Arkansas-Pine Bluff, AR
August 1980 to May 1984
Associate's degree
High school diploma or GED
Bachelor's degree
B.S.
Skills
• Client relationship development
• Customer service
• Utilization Review (10+ years)
• Needs-based selling
• CRM Software
• Typing
• Calendar management
• HR sourcing
• Healthcare industry sales team management
• Fair Housing regulations
• Phone etiquette
• Sales team management
• PeopleSoft
• Health insurance sales
• Identifying new business opportunities
• Social media management
• Compliance management
• Health insurance
• Manual handling
• Computer operation
• Promotional outreach strategies
• Excel data analysis
• Annuities
• Plastic surgery
• Operational risk management
• Procurement
• Strategic management
• Managed care
• Restaurant management
• Documentation (10+ years)
• Communication platforms
• Working with people with disabilities
• Customer communication
• Serving
• Small insurance brokerages experience
• Property casualty insurance
• Insurance sales
• E-learning (training delivery method)
• Interviewing
• Business insurance sales
• Facilities management
• Outbound sales
• Microsoft Outlook
• Outlook (7 years)
• Microsoft Word (10+ years)
• Databases
• HRIS
• Emergency Management (3 years)
• Case Management (5 years)
• Microsoft Access
• Account management
• Microsoft Powerpoint
• Care plans
• Quantitative research
• Quality control
• Salesforce
• ADP
• Organizational skills
• Phone communication
• B2B sales
• Conflict management
• Restaurant experience
• Risk management
• Attention to detail
• Negotiation
• Regulatory reporting
• Cash handling
• Outside sales
• Presentation skills
• Relationship management
• Analysis skills
• Stakeholder management
• Employment & labor law
• Team development
• Purchasing
• Word processing
• Long-term care insurance policies
• Regulatory compliance management
• Talent acquisition
• Regulatory compliance
• Asset management
• Performance management
• Home insurance sales
• Cross-selling
• Revenue growth
• Managing client accounts
• Google Sheets
• Handling customer inquiries
• Credit analysis
• Compliance with loan regulations
• Process improvement
• Conceptual selling strategy
• Achieving sales targets
• Data collection
• Documentation review
• Podcast production projects
• Profit and loss analysis
• Multi-line phone systems
• Sales management systems proficiency
• Report writing
• HIPAA
• Client follow-up
• Client communication management
• Office experience
• QuickBooks
• Insurance agencies
• Contracts
• Public health
• Independent insurance agency experience
• training (10+ years)
• Disaster Case Management, Staff Management, Microsoft Office, ETO, ECMRS, Red Cross Recovery CAN trained (2 years)
• CPR (2 years)
• Information security
• Computer literacy
• Marketing
• Decision making
• Data management
• Customer relationship building
• ERP systems
• Marketing strategy development
• Employment law
• Sales technology adoption
• Senior care
• Affordable Care Act (ACA)
• DocuSign
• Office Experience (10+ years)
• Corporate training teaching experience
• Personal injury litigation support
• Microsoft Office
• ATS
• Employee orientation
• Microsoft Powerpoint (5 years)
• Communication skills
• Google Docs
• Public Speaking (10+ years)
• Productivity software
• Expanding credit analysis tools
• Childcare
• ISO standards
• CRM system proficiency
• Client invoicing
• Zoom
• Objection handling (sales technique)
• Technical Proficiency
• Empathy
• Sales
• Grammar experience
• Leadership
• Social listening
• Consultative selling
• Proposal writing
• Sales management
• Benefits administration
• Operating Systems
• Microsoft Word
• Events management
• Product management
• Slack
• Climbing
• Management
• Deal closing
• Prospecting
• Background checks
• Financial services
• Call center
• Home & community care
• Full cycle recruiting
• Team motivation (leadership skill)
• Taleo
• Team management - Team management (16-30 team members)
• Hotel experience
• Auto insurance knowledge
• Epic
• Linux
• Payroll
• Microsoft Excel
• Visio
• Retail sales
• E-learning platforms
• New hire orientation
• Door-to-door
• In-person customer service
• Time management
• Lead generation
• Manufacturing
• Public speaking
• Closing sales
• Wealth management
• Filing
• Sales experience within healthcare
• Credit risk assessment
• Cross-functional communication
• Web accessibility
• Solution selling approach
• Transportation sales
• Microsoft Project
• Managing customer accounts
• Transportation management
• Medical office experience
• Sales proposal development
• Sales data analysis
• Employee engagement
• Data visualization software proficiency
• Operations management
• Customer relationship management
• Banking
• Senior leadership
• Data entry - Data entry experience (More than 20 years)
• Search engines
• Adobe Acrobat
• Auto insurance sales
• Persuasion
• Forecasting
• Social work
• Maximo
• Online education instructional development
• Underwriting
• Sourcing
• Customer Service (10+ years)
• Procedural guides
• Business analysis
• English
• Haskell
• Kitchen experience
• Customer inquiry handling
• Customer retention
• SharePoint
• Disaster Recovery
• Pricing
• Crisis intervention
• Strong Organizational skills, skills. (10+ years)Proficient in Excel / Spread Sheets, Power Point, Management and leadership
• access (5 years)
• Commercial insurance policies
• Workday
• Microsoft Excel (5 years)
• Financial management
• Contract management
• Telecommunication (5 years) Supervisory Skills: Interpersonal Skills -- Proficient January 2020 Fostering a collaborative environment and conducting difficult conversations. Full results: Proficient Project Management Skills: Time Management -- Familiar January 2020 Prioritizing and allocating time to effectively achieve project deliverables. Full results: Familiar Project Management Skills: Budgeting -- Proficient January 2020 Managing project budgets by appropriately allocating and monitoring financial resources. Full results: Proficient Active Listening -- Familiar January 2020 Actively listening and appropriately responding in conversations. Full results: Familiar Logic & Verbal Reasoning -- Proficient January 2020 Understanding the meaning of text, and identifying the relationships among words or concepts. Full results: Proficient Reliability -- Familiar February 2020 Tendency to be dependable and come to work. Full results: Familiar Basic Computer Skills: PC -- Completed February 2020 Performing basic computer operations, navigating a Windows OS, and troubleshooting common computer problems. Full results: Completed Verbal Communication
-- Highly Proficient February 2020 Speaking clearly, correctly, and concisely. Full results: Highly Proficient Written Communication -- Proficient April 2020 Best practices for writing, including grammar, style, clarity, and brevity. Full results: Proficient Indeed Assessments provides skills tests that are not indicative of a license or certification, or continued development in any professional field.
• Excel (5 years)
• Strategic thinking in HR leadership
• Clerical Experience (10+ years)
• Proofreading
• Continuous improvement
• Time Management (10+ years)
• Grant writing
• DOT (Department of Transportation) regulations
• Document management
• Financial analysis
• Sales experience within transportation industry
• Financial sales
• Active Directory
• Records management
• Profit & loss
• Cash management
• Business development
• Power BI
• Accounts payable
• Gap analysis
• Market research
• Meeting or exceeding sales goals
• Inside sales
• Sales pipeline management
• Command selling
• Microsoft Windows Server
• Quality assurance
• Working with people with developmental disabilities
• Employee relations
• Fiscal management
• Data analysis skills
• Medicare
Languages
• English
Certifications and Licenses
Insurance Producer License
Health Insurance License
Driver's License
Certified Notary Public
CPR Certification
BLS Certification
Personal Lines License
September 2020 to October 2024
Commercial Lines License
September 2020 to October 2024
Property & Casualty License
April 2020 to October 2024
Accident & Health Insurance License
February 2020 to October 2024
Life Insurance License
February 2020 to October 2024
Texas- Resident
10+ Non-resident
Life & Health Insurance License
February 2020 to October 2024
Property & Casualty License
Professional in Human Resources (PHR), HR Certification Institute Senior Professional in Human Resources
Food Handler Certification
Limited Lines License
First Aid Certification
Professional In Human Resources
TABC Certified
Bartender License
Enrolled Agent
Non-CDL Class C
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