Summary
Overview
Work History
Education
Skills
Timeline
Generic

Chaeleace Johnson

Temple

Summary

Client-centric insurance and financial services professional with a strong background in relationship management and high-volume client interactions. Expertise in communication across various platforms, maintaining accurate records, and simplifying complex financial processes for clients. Effectively manages multiple priorities while delivering exceptional service in fast-paced remote settings.

Overview

6
6
years of professional experience

Work History

VA Caregiver / VA Fiduciary

Veteran Affairs
Remote
01.2024 - Current
  • Managed daily care and coordination for veteran with complex medical needs
  • Handled financial oversight and bill management under fiduciary responsibility
  • Serves as the primary liaison between doctors, medical staff, and contractors to ensure continuity of care and alignment with the veteran’s evolving medical and support needs.
  • Coordinated medical appointments, medications, and care services
  • Advocated for benefits and ensured compliance with VA requirements
  • Maintained organization, scheduling, and household management under high-responsibility conditions

Negotiations Specialist

Beyond Finance
Temple
12.2023 - 01.2024
  • • Built strong relationships with external partners and clients to resolve delinquent accounts.
    • Guided clients through available financial solutions and explained program requirements.
    • Managed multiple account queues while maintaining detailed and accurate documentation.
    • Demonstrated strong organizational skills and attention to detail while handling sensitive financial information.
    • Maintained consistent communication with clients to ensure understanding of next steps and program expectations.
    • Provided excellent customer service with a focus on client needs and successful outcomes.
  • Managed client communications to address financial concerns and inquiries.
  • Reviewed documents for accuracy prior to submission.

IAPDA Certified Debt Specialist

Beyond Finance
Remote
07.2022 - 11.2023

• Consistently exceeded performance goals while managing a high-volume client pipeline.
• Established rapport with new clients to build trust and long-term relationships.
• Gathered, organized, and maintained accurate client information within company databases.
• Educated clients regarding financial solutions and individualized debt resolution strategies.
• Responded to client questions and concerns with professionalism and empathy.
• Maintained strict confidentiality of sensitive financial and personal information.
• Demonstrated strong verbal and written communication skills in a fast-paced remote environment.
• Effectively balanced multiple priorities while meeting service and productivity expectations.

  • Conducted follow-ups with clients to ensure understanding of their plans.
  • Educated clients on financial literacy and responsible credit practices.
  • Assisted customers in understanding their rights under applicable laws such as the Fair Debt Collection Practices Act.

Life & Health Advisor

Selectquote Insurance
Remote
11.2021 - 06.2022

• Met and exceeded monthly performance goals in a highly regulated insurance environment.
• Managed multiple software systems while assisting clients over the phone.
• Educated clients regarding Life and Health insurance plans and carrier options.
• Gathered sensitive personal information while maintaining HIPAA compliance standards.
• Built trust with clients through active listening and personalized customer support.
• Assessed client needs and recommended appropriate insurance solutions based on financial and personal circumstances.
• Demonstrated strong multitasking abilities while maintaining accuracy and customer satisfaction.

  • Developed personalized health insurance solutions based on client needs.
  • Educated customers on benefits and limitations of various plans.

Independent Insurance Agent

Symmetry Financial Group
Remote
04.2020 - 10.2021
  • Guided families in selecting life insurance and mortgage protection options tailored to their financial goals.
  • Conducted phone and virtual consultations to explain policy features and coverage options.
  • Cultivated strong client relationships through personalized education, effective communication, and proactive follow-up.
  • Maintained accurate records and documentation throughout the client onboarding process.
  • Collaborated with multiple insurance carriers to customize solutions addressing specific client needs.

Education

Bachelor of Arts - Broadcast Journalism

Rust College
Holly Springs, MS
05-1998

Skills

  • Client advocacy
  • Client management
  • Benefits advocacy
  • Documentation
  • Progress documentation
  • State regulations
  • Records management
  • Time management
  • Organizational multitasking
  • Conflict resolution
  • Problem solving
  • Effective communication
  • Customer service
  • Active listening
  • Relationship building
  • Negotiation expertise
  • Insurance evaluation
  • Sales negotiations
  • Sales negotiations

Timeline

VA Caregiver / VA Fiduciary

Veteran Affairs
01.2024 - Current

Negotiations Specialist

Beyond Finance
12.2023 - 01.2024

IAPDA Certified Debt Specialist

Beyond Finance
07.2022 - 11.2023

Life & Health Advisor

Selectquote Insurance
11.2021 - 06.2022

Independent Insurance Agent

Symmetry Financial Group
04.2020 - 10.2021

Bachelor of Arts - Broadcast Journalism

Rust College
Chaeleace Johnson