Benjamin Moore II
Philadelphia,PA
Summary
Reliable and upbeat Leader successful at promoting customer loyalty, satisfaction and purchases with consultative techniques and diligent attention to individual needs. Knowledgeable about product merchandising, payment processing and cleaning. Dedicated and dependable relationship-builder with excellent organizational strengths and superior work ethic.
Overview
12
12
years of professional experience
Work History
Mobile Expert
T-Mobile
07.2022 - Current
- Resolved customer complaints swiftly and professionally, ensuring a positive experience for all parties involved.
- Enhanced teamwork, collaborated with colleagues to share knowledge and improve overall store performance.
- Assisted customers in setting up new devices, transferring data, and troubleshooting technical issues as needed.
- Contributed to a positive work culture by actively participating in team meetings, sharing ideas, and supporting colleagues.
- Increased customer satisfaction by providing expert advice on mobile devices and plans.
- Boosted sales performance with personalized recommendations tailored to each customer's unique needs.
- Maintained a comprehensive understanding of the latest industry trends, products, and technologies to stay ahead of competitors.
- Developed loyal customer relationships through exceptional service, resulting in repeat visits and word-of-mouth referrals.
- Demonstrated adaptability when faced with unexpected challenges or changes in day-to-day operations by staying calm under pressure and finding creative solutions.
- Collaborated with team members to achieve monthly sales targets.
Financial Professional
World Financial Group
09.2014 - 10.2023
- Contact clients and set up appointments, either within an office environment, clients’ homes, or business premises
- Conduct in-depth reviews of clients’ financial circumstances, both current and future plans
- Design financial strategies by guiding clients to establish financial goals; matching goals to situation with appropriate financial plans
- Obtains clients’ commitment by elucidating proposed financial plans and options, advantages and risks, providing clarity, alleviating concerns, and answering questions
- Ensure adherence to state and federal compliance policies, contract compliance, requirements for disclosure, costs of the services provided and also the advised products
- Keep clients’ up to date with news of new financial products or changes in legislation that may affect their savings and investments
- Maintain productivity goals and quality standards set by WFG
- Maintain professionalism and confidentiality in the course of all interactions and transactions
- Market financial products and negotiate with product suppliers for the best possible rates
- Market services by asking for referrals from current clients’, meeting prospects at community functions and responding to inquires
- Monitor and respond to clients’ changing financial needs and circumstances
- Provide exceptional customer service to internal and external clients, vendors, and all levels of staff
- Coordinate with head office, financial services providers, and other finance professionals for knowledge share activities
- Assist with other assignments as needed.
CUA 7 Case Manager
Northeast Treatment Centers
04.2018 - 01.2022
- Conducts intakes and provides assessments to determine the needs of the families
- Provides home, school and community visits to assess needs and assists in accessing resources
- Develops and implements comprehensive service plan
- Researching and facilitating access to additional resources, as needed
- Provides team collaboration with other components of youth and family services
- Creates and maintains client files and completes all required documentation in a timely manner
- Provides on-call services, as requested
- Provides written and/or oral reports to the Department of Human Services and Family court, as needed
- Participates in required training
- Participated in supervision
- Performs additional job duties as needed.
Service Coordinator Supervisor
CARE365
11.2017 - 04.2018
- Manages, coordinates and directs activities of all team staff in order to ensure necessary services are delivered to team’s caseload
- Provides direct service as may be required in emergency situations and to ensure compliance with standards relating to frequency of visitation
- Oversees and monitors individual’s assessment process
- Monitor the delivery of delivery of in-home services and supports
- Assigns caseload and team tasks to team members
- Monitors the completion of and sign-off on all required documentation
- Trains and supervises staff in the completion of all paperwork
- Completes required monthly reports and other paperwork in timely manner
- Participates in Management, and other required agency meetings
- Performs other duties as required.
Service Coordinator
CARE365
08.2017 - 11.2017
- Help individuals create a personalized care plan
- Provide consumers with ongoing support, reevaluating service plans and hours of care as needed
- Conduct in-home, face to face visits at scheduled at dates/times of the consumer’s choice
- Monitor the delivery of delivery of in-home services and supports
- Assist consumers in managing the delivery of their own care to achieve independence
- Provide case management and resource navigation assistance.
Qualified Intellectual Disability Professional
NHS Human Services
06.2016 - 06.2017
- Ensure that the facility is in compliance with all active treatment regulations in providing habilitation services
- Coordinate efforts of the Interdisciplinary Team and program staff to ensure that each individual is receiving optimum services, which meet his/her individual needs
- Develop, implement, review, and document the residents' individual program plans
- Coordinating referrals, admissions, transfers, and dismissals of individuals from the facility
- Implement and maintain the facility's resident file system
- Maintain each individual’s finance and fund accounts, including balancing checkbooks
- Serve as the liaison with families/guardian, day training programs and the community
- Perform other duties as needed.
Service Coordinator
JEVS Human Services
02.2016 - 05.2016
- Help individuals create a personalized care plan
- Provide consumers with ongoing support, reevaluating service plans and hours of care as needed
- Conduct in-home, face to face visits at scheduled at dates/times of the consumer’s choice
- Monitor the delivery of delivery of in-home services and supports
- Assist consumers in managing the delivery of their own care to achieve independence
- Provide case management and resource navigation assistance.
Case Manager
Progressions Behavioral Health Services Inc.
09.2015 - 02.2016
- Responsible for coordinating all service delivery to client and family both clinical and administrative, maintains caseload, charts, and communications
- Prepares all releases and consents for evaluations for parents and prepares packets for evaluators and evaluations
- Schedules appointments for psychological evaluations, psychiatric appointments, and ISPT meetings
- Schedules and attends MCO meetings
- IEPS, school meetings, and home meetings
- Provides documentation for Social Security requests completes CANS/ATEC and satisfaction survey documentation; completes and submits Act 62 packets
- Runs EVS for eligibility, prints out authorization paperwork for clinical staff, updates information of new cycles and authorizations for billing, tracks all releases for clients and completes discharge paperwork
- Ensures appropriate referrals to community resources, disposition, and discharge planning
- Facilitates and coordinates interagency, multisystem, multidisciplinary and intra-agency meetings
- Completes chart reviews weekly, documents all conversations in case logs, communicates with staff accordingly and submits paperwork within policy time frames
- Communicates with psychiatrist regarding cases as needed
- Completes initial treatment plan; reviews treatment plans; schedules and attends treatment plan meetings
- Makes appointment reminder calls and completes satisfaction surveys
- Participates as a member of the clinical team and completes 10 hours of training per year
- Other duties as assigned.
Judicial Administrative Assistant
Municipal Court of Philadelphia
01.2014 - 07.2015
- Assist with the supervision of interns
- Carry out the orders of the judge and assists with miscellaneous duties as assigned
- Develop, prepare, and maintain a variety of specialized correspondences, documents, memos, reports, and court records
- Ensure that all cases are accurately signed, priced and resolved correctly
- Ensures that all forms, subpoenas, payment plans and orders issued by the presiding judge are complete
- Lock all courtrooms when not staffed
- Maintain a daily total sheet for all case files
- Maintain electronic and hard copy filing system
- Manage calendar for the presiding judge
- Opens court by reciting standard announcements
- Organize and prioritize moderate volumes of information and incoming calls
- Perform data entry and scanning documents
- Prepare the courtroom prior to proceedings
- Provide information by answering questions and requests
- Sort and distribute all incoming mail
- Swears in defendants and provides limited courtroom security.
Direct Support Professional
Special People in the Northeast
08.2013 - 01.2014
- Assisted with information gathering for personal outcome measures, and other assessments
- Assisted with helping clients maintain a clean, safe, and orderly home by following safety and infection control procedures; educates people about maintaining homes
- Obtained and maintained all required certifications and trainings and applied the knowledge to support people served
- Reported and documented routine and unusual events including completing daily logs, accident reports and outcome data sheets
- Assisted people with spending choices, fiscal management and safeguarding their funds
- Ensured that clients were treated with dignity and respect, and that all affairs were handled with integrity
- Assisted with other projects as assigned.
Intern
Community Service Foundation
01.2013 - 12.2013
- Aid clients in developing appropriate coping skills
- Help maintain a clean and safe environment
- Tutor students with academic hardships
- Advocate for students education, safety, and well-being
- Learn about the special needs and behavior approaches for students with development delays and mental health issues
- Assist with researching resources for children and families
- Complete other duties as assigned.
Caregiver Relief
Temple Time-Out Respite Program
09.2012 - 12.2012
- Served as a companion to elderly clients while relieving physical and emotional stress for caregivers
- Trained to provide caring companionship and supervision while creating a safe and stimulating environment
- Maintained close contact with respite office for assignments and to document any changes or unusual incidents during assignments
- Maintained client care summary records and completed all reports in a timely manner
- Performed other duties as assigned.
Education
B.A. Psychological and Social Services -
Pennsylvania State University
Abington, PA05.2013
Skills
- Highly proficient in the use of Microsoft office suite
- Financial Planning and Strategy
- Exceptional customer service skills
- Superb verbal and writing skills
- Excellent critical thinking and analysis skills
- Ability and willingness to learn quickly and grasp new concepts
- Strong organizational and interpersonal skills
- Excellent research and planning skills
- Offline storage techniques
- Mobile Device Management
- Cross-platform Proficiency
- Real-time communication features
- Relationship Building
- Positive Customer Engagement
- Sales and Promotions
- Product Demonstrations
- Attention to Detail
- Store Opening and Closing
- Honest and Dependable
References
Available upon request
Volunteer Experience
Available upon request
Timeline
Mobile Expert
T-Mobile
07.2022 - Current
CUA 7 Case Manager
Northeast Treatment Centers
04.2018 - 01.2022
Service Coordinator Supervisor
CARE365
11.2017 - 04.2018
Service Coordinator
CARE365
08.2017 - 11.2017
Qualified Intellectual Disability Professional
NHS Human Services
06.2016 - 06.2017
Service Coordinator
JEVS Human Services
02.2016 - 05.2016
Case Manager
Progressions Behavioral Health Services Inc.
09.2015 - 02.2016
Financial Professional
World Financial Group
09.2014 - 10.2023
Judicial Administrative Assistant
Municipal Court of Philadelphia
01.2014 - 07.2015
Direct Support Professional
Special People in the Northeast
08.2013 - 01.2014
Intern
Community Service Foundation
01.2013 - 12.2013
Caregiver Relief
Temple Time-Out Respite Program
09.2012 - 12.2012
B.A. Psychological and Social Services -
Pennsylvania State University
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