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Open to opportunities

Karen Wright

@karenwright

Licensed Life/Health Agent who builds trust and drives results through personalized client education and outreach.

United States
Message

What I'm looking for

I’m looking for a role where I can educate and build trust—using my customer service, collections, and intake experience—to help clients make informed decisions, support performance goals, and thrive in a collaborative team.

I’m a Licensed Life/Health Agent with a strong background in customer service, collections, and community engagement. I focus on educating individuals clearly—especially around Medicare Advantage and supplemental health plans—so they can make informed healthcare coverage decisions.

In my current role as an Intake Specialist at Credo Legal (May 2025–Present), I build trust with clients by providing clear information, assisting with intake forms, and maintaining accurate client records. I also educate individuals on relevant services and support informed decision-making while facilitating communication between clients and the legal team.

Previously at Citi Bank (June 2020–May 2025), I delivered excellent customer service while assisting clients with payments, account management, and fraud/dispute resolution. Through inbound and outbound outreach, I educated clients on available solutions, supported self-generated sales and retention goals, and strengthened customer trust and loyalty.

Across earlier collections roles and community-based outreach—such as Diversified Consultants Incorporated and Radius Global Solutions—I developed meaningful relationships by providing tailored solutions, arranging payments, resolving debt, and meeting monthly targets. I also bring a people-first mindset from my time as an Educational Paraprofessional at Reynoldsburg City Schools (2002–2016), where I supported students and families, partnered with teachers, and contributed to community events. I’m licensed in Life/Health, dependable in fast-paced environments, and committed to accurate data entry and professionalism.

Experience

Work history, roles, and key accomplishments

CL
Current

Intake Specialist

Credo Legal

May 2025 - Present (11 months)

Built trust with clients by servicing over 100 intakes daily, providing clear disclosures and support with intake forms. Maintained accurate client records and coordinated communication between clients and the legal team.

RS

Collections Agent

Radius Global Solutions

May 2017 - Jul 2019 (2 years 2 months)

Supported consumers in understanding financial options by educating them on solutions and payment arrangements. Achieved monthly targets through grassroots engagement and consistent follow-up while maintaining detailed, compliant records.

Education

Degrees, certifications, and relevant coursework

Columbus State Community College logoCC

Columbus State Community College

Nursing (Course of Study), Nursing

2009 - 2012

Grade: GPA: 3.6; Dean’s List (2 years)

Activities and societies: Dean’s List (2 years)

Completed a course of study in Nursing. Maintained a 3.6 GPA and was named to the Dean’s List for two years.

SB

Sawyer College of Business

Certificate in Stenography, Stenography

1987 - 1988

Earned a certificate in Stenography. Completed the program from 1987 to 1988.

Tech stack

Software and tools used professionally

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