Karen Wright
@karenwright
Licensed Life/Health Agent who builds trust and drives results through personalized client education and outreach.
What I'm looking for
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
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.
Collections & Customer Service Rep
Citi Bank
Jun 2020 - May 2025 (4 years 11 months)
Delivered customer service for payments, account management, and fraud/dispute resolution while educating clients on available options. Conducted inbound and outbound outreach to support self-generated sales and retention goals.
Collections Agent
Diversified Consultants Incorporated
Jul 2019 - Apr 2020 (9 months)
Built relationships through personalized consumer outreach and tailored debt resolution solutions. Facilitated payment arrangements, resolved debt, and met monthly performance goals while improving customer experience.
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.
Educational Paraprofessional
Reynoldsburg City Schools
Sep 2002 - Nov 2016 (14 years 2 months)
Supported students and families by providing personalized assistance and building trust through daily engagement. Assisted teachers with classroom activities, behavioral and medical needs, and testing, and contributed to community events and initiatives.
Education
Degrees, certifications, and relevant coursework
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.
Sawyer College of Business
Certificate in Stenography, Stenography
1987 - 1988
Earned a certificate in Stenography. Completed the program from 1987 to 1988.
Availability
Location
Authorized to work in
Job categories
Skills
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