Caitlin Derrick

I’m a client service and administrative professional with years of experience in financial services and customer support. I handle high-volume inbound calls from shareholders and financial professionals, clearly explaining mutual fund investments and account services while maintaining compliance with company policies and financial industry regulations.

From managing daily clinic schedules as an Administrative Assistant, to verifying insurance coverage and benefits to prevent billing delays, I’ve built a reputation for accuracy and follow-through. I conduct insurance follow-ups, maintain precise patient records and billing data, and support smooth operations through strong communication and administrative coordination.

I bring the same care to every interaction: problem resolution, documentation, and timely solutions that strengthen client relationships. I’m seeking to contribute my client service and operational support skills to a growing organization that values service standards and teamwork.