Open to opportunities

Rebecca Kelly

@rebeccakelly

Driven by deep empathy, I connect complex systems with genuine human care—using data and AI to protect and lift up clients in need.

United States

Message

What I'm looking for

I’m looking for a role where I can own client lifecycle operations end-to-end, protect data integrity in high-stakes environments, and collaborate on AI-enabled workflows—improving both departmental delivery and client experience.

I’m an Account Manager with over 10 years of experience bridging complex organizational systems with superior human experiences. I manage the full lifecycle of client portfolios—maintaining data integrity and navigating high-stakes environments from healthcare intake to emergency response.

In my current role, I provide operational stewardship for book of business reassignment and portfolio migration, overseeing new business, strategic renewal reshopping, and policy endorsements. I also audit complex Excel data to keep departmental records precise and reliable.

I’m a proven collaborator who supports innovation, including AI partner integration and standardized communication frameworks to improve departmental service delivery. From authoring department-wide email templates and client talking points to mentoring teams and strengthening intake workflows, I focus on clarity, accountability, and consistently strong client outcomes.

Experience

Work history, roles, and key accomplishments

Current

Account Manager - Personal Lines

Current

Haylor, Freyer & Coon

May 2025 - Present (1 year 1 month)

Oversee full client portfolio and policy lifecycle needs, including quoting, new business, renewal reshopping, and policy endorsements. Direct high-volume book-of-business migrations and audit complex Excel data to maintain departmental data integrity.

Client Portfolio Management Policy Servicing New Business Quoting Risk Assessment Book Of Business Migration Data Integrity

Client Relationship Manager - Team Lead

Haylor, Freyer & Coon

Dec 2024 - May 2025 (5 months)

Led a team focused on P&C license service work, mentoring service professionals and driving trust-based operational leadership. Streamlined client service workflows to improve day-to-day delivery.

Team Leadership Mentorship Client Relations

Client Relations Representative

WellNow Urgent Care

Jun 2022 - Sep 2023 (1 year 3 months)

Served as a remote point of contact for employer partners, resolving complex inquiries and building trust through clear communication. Managed client-facing follow-ups to support consistent partner experiences.

Client Relations Remote Coordination Trust

Infusion Intake Coordinator

KabaFusion

Nov 2020 - Jun 2022 (1 year 7 months)

Facilitated critical healthcare intake, prioritizing accurate care delivery and timely processing. Led team meetings to strengthen intake workflows and improve operational coordination.

Healthcare Intake Patient Advocacy Team Meetings Clinical Documentation

Enteral Intake Coordinator

Upstate HomeCare

Feb 2016 - Nov 2020 (4 years 9 months)

Acted as a patient advocate and central bridge between providers and insurance to support stress-free transitions to home care. Coordinated intake and handoffs to help ensure continuity of care.

Patient Advocacy Provider coordination Insurance Coordination Transition Of Care Patient Continuity