Relationship building, goal oriented individual seeking a position where all acquired skills will be valued, while making a significant contribution to the company.
Overview
10
10
years of professional experience
Work History
Case Manager
Sunset West
03.2024 - Current
Maintained accurate documentation on all cases, ensuring compliance with regulations and confidentiality requirements.
Conducted thorough assessments of clients'' situations, identifying issues, goals, and necessary interventions.
Monitored ongoing cases closely, adjusting case management strategies as needed based on evolving circumstances or new information.
Educated clients on available programs, benefits, and services, empowering them to make informed decisions about their care needs.
Enhanced communication between clients and providers through consistent follow-ups and progress updates.
Achieved positive client outcomes by developing and implementing comprehensive case management plans.
Advocated for client rights when interacting with external agencies or institutions, ensuring fair treatment at all times.
Developed and implemented comprehensive case management plans to address client needs and goals.
Case Manager
Ellis Law Firm
01.2023 - 11.2023
Assessed clients needs by building rapport and asking questions based on accident/injuries in order to refer for treatment.
Work directly with insurance companies sending LORs, discuss offers, and file claims on behalf of plaintiff/defendant.
Reviewed case files to ensure accuracy of information.
Prepared reports on case progress for review by attorneys.
Created timelines for completion of tasks associated with each case.
Respond to client calls and inquiries to deliver applicable information.
Request medical/billing records on behalf of the client to prepare the file for demand.
Discussed treatment recommendations with client, doctors, and attorneys to ensure the best recovery/compensation for clients.
Drafted correspondence, documented data and submitted materials to appropriate parties.
Requested policy limits to ensure quality of case treatment.
Met with clients and attorneys to discuss case details and evidence.
Created and updated case management and client account databases.
Negotiated offers directly with insurance companies.
Transferred files to litigation
Legal Assistant
Lalezary Law
03.2020 - 10.2022
Assisted Case Managers in coordinating and organizing case files, including inputting data into the computer system.
Prepared and mailed out all welcome letters for clients, plaintiffs/defendants insurance.
Provided administrative support to Case Managers by scheduling appointments, maintaining records, and tracking client progress.
Collaborated with other departments to ensure clients received appropriate services as needed.
Maintained confidentiality of all documents related to cases and clients.
Facilitated meetings between Case Managers and clients to discuss treatment options.
Requested medical/billing records on behalf of the client.
Established claims with insurance companies for all parties involved.
Retail Banker/Teller
Wells Fargo Bank, N.A.
05.2015 - 10.2019
Greeted customers and identified customer needs to provide appropriate banking services.
Assisted customers with account inquiries, deposits, withdrawals, transfers, loan applications, and other transactions as needed.
Identified cross-selling opportunities to meet customer needs and referred products to increase sales volume.
Maintained up-to-date knowledge of bank policies and procedures in order to effectively respond to customer questions.
Processed new accounts including checking, savings, certificates of deposit, and IRAs.
Balanced cash drawer daily and maintained accurate records of all transactions conducted at the branch.
Provided excellent customer service by promptly responding to telephone inquiries concerning account information or bank services.
Conducted financial reviews for customers in order to identify additional products or services that could benefit them.
Performed teller duties such as cashing checks, accepting deposits and payments, processing money orders and travelers' checks.
Education
Bachelor of Arts - Business Administration And Management
El Camino College
Torrance, CA
06-2026
Skills
Problem-solving
Case management
Time management
Organization and multitasking
Documentation and reporting
Relationship building
Decision-making
Languages
English
Native or Bilingual
Spanish
Native or Bilingual
Timeline
Case Manager
Sunset West
03.2024 - Current
Case Manager
Ellis Law Firm
01.2023 - 11.2023
Legal Assistant
Lalezary Law
03.2020 - 10.2022
Retail Banker/Teller
Wells Fargo Bank, N.A.
05.2015 - 10.2019
Bachelor of Arts - Business Administration And Management
VP OF CREATIVE DEVELOPMENT/Lead Copywriter at Critical Content/SK Global GroupVP OF CREATIVE DEVELOPMENT/Lead Copywriter at Critical Content/SK Global Group