Self - motivated professional dedicated to helping clients identify needs and coordinate care. Experienced in advocating. Demonstrates skills in assessing and obtaining community resources to customize care plans that deliver relevant support. Committed to understanding equal opportunities with diverse and multicultural environments. Hardworking candidate possessing strong analytical, problem solving and communication skills. Dedicated to working in a fast-paced, team-oriented environment to gain practical experience and further develop marketing skills.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Agility Insurance Training
Agility Insurance
Richardson, Texas
07.2023 - Current
Remote,Gained experience, exposure, and knowledge of career-specific procedures and systems
Customer service training in different positions and worked with variety of personnel
Developed strong organizational and time management skills by completing multiple tasks simultaneously.
Assisted in the development of marketing materials, such as brochures, flyers, and promotional items.
Gathered data for market research projects and analyzed findings to make recommendations.
Telephone Counselor
Teacher Retirement Services
Austin
01.2023 - 05.2023
Remote position, customer service
Proactively worked with the Telephone Counselor team, Benefit Services staff, and agency employees
Counseled members and provided assistance to school district officials regarding the full range of TRS benefit options
Explained benefit options, including eligibility requirements and limitations, and provided general information and referral services on related benefit programs such as Social Security and Medicare
Responded to and resolved telephone inquiries and complaints
Researched and resolved complaints and problems regarding service and disability requirements, projected benefits, health benefits, refunds, death benefits, purchase of special services, post retirements, district reporting requirements, agency forms, and other issues
Determined, recommended, and/or implemented appropriate actions necessary to resolve issues and process member requests, including informing and/or making recommendations to members and school district officials on necessary actions
Skilled in interpreting, explaining, and applying complex laws, regulations, policies, and procedures
Planned, organized, and prioritized work assignments to manage a high-volume workload in a fast-paced and changing environment
Analyzed problems and devised effective solutions
Demonstrated effective written and verbal communications, including telephone communication and active listening skills
Worked under moderate to general supervision with limited to moderate latitude for initiative and independent judgment
Made decisions regarding own work on primarily routine activities using existing standard tools or processes
Escalated operational problems and technical issues to senior employees and management.
Assisted clients with scheduling appointments and providing general information about services.
Provided emotional support and crisis intervention to callers in distress.
Conducted intakes, assessments, and screenings for individuals seeking help.
Human Resources Specialist III
TX School of the Blind & Visually Impaired
Austin
10.2018 - 08.2019
Worked with time and leave that performed detailed, time-sensitive reviews and recording of employee time and leave, in GHG/Clockwise and USPS during agency implementation of the HR/Payroll module of the Centralized Accounting and Payroll/Personnel System (CAPPS)
Responsible for managing employee time records
Worked under general supervision, with moderate latitude for the use of initiative and independent judgment
Demonstrated positive customer service skills
Responsible for all aspects of leave accounting for all employees
Coordinated with timekeepers and employees on corrections to time and leave
Developed and implemented new employee onboarding process.
Provided guidance to managers on disciplinary action and performance management.
Reviewed job descriptions, identified necessary changes and updated accordingly.
Reviewed and reconciled LWOP transactions in USPS with entries in GHG/CLOCKWISE
Provided assistance for time-keeper regarding laws and regulations related to timekeeping
Organized and maintained filing system for all employee time and leave records and reports
Assisted Benefits Coordinator as needed, including backup for employee benefits questions and worker's compensation reporting
Complied with all agency policies and procedures
Performed routine administrative functions and other duties as assigned.
Advised management on legal compliance related to employee relations matters such as FMLA, ADA, EEO.
Sr. Administrative Associate
Manor ISD
Texas, US
10.2016 - 12.2017
Maintained all areas of business functions (Skyward systems, HR, Finance, Payroll, Time/Leave, Purchasing) at the campus level
Focused on the students' educational needs by communicating through all stakeholders involved
Supervised employees' payroll and adjustments
Administered Purchase Order tasks (i.e., receiving, tracking, clearing invoices) through all types of purchasing methods
Administered all areas of accounting (A/P, A/R, payroll, reconciliation, activity accounts, expenditure accounts, check requests, cash deposits, etc.) and budget preparation
Demonstrated skill in communicating effectively
Managed and maintained all financial documents for school fundraisers
Managed transactions on vending machines/stock and accountable for money received for deposit
Administered and coordinated technical services (Classroom Key assignment/distribution/Alarm Codes, Work Orders/Technical Orders)
Coordinated the preparation of financial information, tracking attendance, ordering supplies, and record keeping through data collection systems
Developed partnerships with community organizations and service providers
Recruited, interviewed, recommended for hire, coordinated training, supervised, and evaluated staff performance.
Provided administrative support for department staff, including calendar management, meeting coordination, travel arrangements, and expense reports.
Case Worker
Travis County Health & Human Services
Austin
11.2010 - 04.2015
Provided comprehensive case management and resources to individuals and families
Maintained a high-volume caseload of clients and their files, including eligibility/intake requests, record of financial transactions, and benefit documentation
Thoroughly interviewed clients to gather information to conduct assessments of client's needs and develop services or case plans and recommendations
Processed investigations and incident reports
Coordinated screening and assisting clients with utility payments, maintaining shelter in housing, providing outside referrals, and advocacy for clients to community resources
Provided excellent customer service using all methods of communication to all parties involved
Effectively and efficiently documented accurate accounting of benefit expenditures and maintained case records in compliance with applicable rules, regulations, policies & procedures, and provided accurate and timely reports
Dealt effectively with crisis and economic stress
Provided social work and employment referrals for age-appropriate individuals
Demonstrated reconciliation and customer service skills.
Assisted clients with job searches, budgeting, parenting skills, housing resources and other social services as needed.
Maintained accurate records of client information in accordance with agency policies and procedures.
Education
ASSOCIATE OF ARTS: ACCOUNTING -
Blinn College
01.2012
BACHELOR OF BEHAVIORAL SCIENCE -
West Texas A&M University
01.2005
MASTER OF SCIENCE EDUCATION -
Walden University
01.2002
Skills
Customer service
Interviewing techniques
Complex problem solving / decisions
Remote Services
Deductive reasoning
Referring clients to appropriate social programs
Software: Microsoft Office, CABA, Li heap, Datalinks, AESOP
Office equipment: computer, multi-phone, fax
General Lines Agent Life, Accident, Health & HMO -License 6-2023
Clerical Support
Analytics
Certification
General Lines Agent-Life, Accident, Health and HMO
References
References available upon request
Training
Agility Insurance -Training/Marketing Support, 10/2023, currently