Caryn Malcolm
Atlanta,GA
Summary
Detail oriented professional proficient in information gathering, report preparation and data compilation capabilities. In-depth knowledge of insurance coverage forms, procedures and policies. Proven knowledge of customer satisfaction, conflict resolution, and customer retention. I aim to utilize my vast skill set to perform each task satisfactorily.
Overview
35
35
years of professional experience
Work History
Case Manager
Georgia Micro Enterprise Network
07.2023 - Current
- Provide enrollment assistance , including but not limited to completing initial application , required documents, troubleshooting application process
- Maintained accurate documentation on all cases, ensuring compliance with ARPA regulations and confidentiality requirements.
- Review client case files and complete client intake and assessment for eligibility
Financial Advisor
Primerica Financial Services
06.2016 - Current
- Assess the financial needs of individuals and help them plan for short- and long-term goals, such as determining their expenses, income, insurance coverage, and financial objectives
- Partnership with a variety of financial companies including health care, legal services, retirement, and life insurance companies to assist clients with financial planning
- Recommending the most appropriate products and services available, ensuring that clients are aware of products that best meet their needs.
Processor/Underwriter
Georgia Rental Assistance
08.2022 - 07.2023
- Received and Evaluated incoming documents to determine applicant eligibility for rental assistance.
- Utilize an online application portal (Sharepoint) to review applications.
- Interpret and follow U.S. Treasury federal regulations, guidelines and internal policies when determining eligibility
- Assisted the management team in training new processors in processing
- Performed as a paralegal by processing fraudulent applications for legal review.
- Ability to use independent judgment and discretion in working through situations and people and resolving problems.
- Knowledge of and experience with national funding mechanisms
Field Supervisor
United States Census
06.2019 - 10.2020
- Used automated devices (e.g
- Tablets, smartphones, or laptops) to conduct job activities
- Supervised Enumerators, including reviewing their work
- Facilitated group training sessions using Census Bureau training guides and materials
- Conducted personal observations of Enumerators and conducted on-the-job training
- Submitted requests for replacement workers and ensured operations are staffed to maintain workflow
- Monitored the progress and performance of assigned staff and ensured assignments were completed on schedule and within quality standards
- Monitored and resolved alerts (notices of potential issues) by following up with assigned staff
- Provided instructions to Enumerators for improving production and performance to meet deadlines and quality standards.
Intake Coordinator
Revival Home Health Care
08.2008 - 06.2016
- Answered telephone calls directed to the intake department and prioritized calls
- Obtained demographic information from referral sources and assigned the referral to an intake coordinator
- Entered intake data into computerized system
- Served as liaison for the Intake Coordinators working in the hospitals or nursing homes
- Forwarded insurance information to the Insurance Verifier and ensured timely verification
- Collaborated with Director of Intake, Supervisors and Coordinators.
Patient Business Associate
Interfaith Medical Center
07.1989 - 08.2007
- Received and processed all Department of Health inquiries
- Instructed In-services department of new Department of Health regulations
- Reviewed and updated charts of inpatient/outpatient records
- Collects, verifies and records patient demographic and insurance data accurately
- Responds to telephone inquiries in a timely professional manner.
Program Associate
Helping Involve Parents Inc
02.2005 - 04.2006
- Responsible for obtaining and maintaining new accounts
- Performed service training and workshops
- Assisted NYC middle schools with implementation of phone/internet based Parental Communication system (PCS).
Education
B.A. - Business Management
Nyack Community College
New York, NY12.2010
Skills
Proficient in Microsoft Office Suite 365
Outlook
Teams
Excel
Data Entry Experience
Research Proficiency
Claims Processing
Case Documentation
Affiliations
Licenses Held: NY State Notary
State Life Insurance - NY, GA, VA
Timeline
Case Manager
Georgia Micro Enterprise Network
07.2023 - Current
Processor/Underwriter
Georgia Rental Assistance
08.2022 - 07.2023
Field Supervisor
United States Census
06.2019 - 10.2020
Financial Advisor
Primerica Financial Services
06.2016 - Current
Intake Coordinator
Revival Home Health Care
08.2008 - 06.2016
Program Associate
Helping Involve Parents Inc
02.2005 - 04.2006
Patient Business Associate
Interfaith Medical Center
07.1989 - 08.2007
B.A. - Business Management
Nyack Community College
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