Claudia Sanz
Houston,TX
Summary
Highly motivated Case manager that adapts in high stress situations and caseloads. Eager to produce and develop successful plans within the company. Passionate about creating a fun , creative, productive work environment.
Overview
5
5
years of professional experience
Work History
Medical Case Manager
Premier Physical Medicine
01.2022 - Current
- Managed and motivated employees to be productive and engaged in work.
- Accomplished multiple tasks within established timeframes.
- Assisted in organizing and overseeing assignments to drive operational excellence.
- Assisted in Human Cellular Tissue Work and projects
- Trained in-house users on advanced functionality of MS Word and Excel.
- Made over 200,000$ in medical equipment sales.
- Resolved staff member conflicts, actively listening to concerns and finding appropriate middle ground.
- Developed and implemented comprehensive case management plans to address client needs and goals.
- Monitored clients' progress and tracked client services to provide crisis interventions.
- Cross-trained existing employees to maximize team agility and performance.
- Developed and maintained relationships with customers and suppliers through account development.
- Controlled costs to keep business operating within budget and increase profits.
- Developed and implemented business strategies to achieve business goals and stay competitive.
- Identified care needs of individual patients and coordinated responses based on physician advice, insurance limitations, and procedural costs.
- Reported plans, findings and results to employers and insurance carriers.
- Communicated with insurance providers to resolve denied claims and resubmitted.
- Examined patients' insurance coverage, deductibles, insurance carrier payments and remaining balances not covered under policies when applicable.
- Identified and resolved patient billing and payment issues.
- Researched CPT and ICD-9 coding discrepancies for compliance and reimbursement accuracy.
- Analyzed complex Explanation of Benefits forms to verify correct billing of insurance carriers.
- Prepared and maintained records and case files detailing clients' personal and eligibility information, services provided and relevant correspondence.
- Prepared for sessions by setting up patient treatment areas and equipment.
- Educated patients and families on exercises and proper body mechanics.
- Collaborated with physical therapist in creating patient treatment plans and specific home exercise programs.
- Communicated with physicians to provide updates on patient care.
- Facilitated patient and family education and training on assistive device and adaptive equipment uses.
- Gathered data from appropriate sources to assist in determining customer needs and requirements.
Energy Consultant
Elite Energy Systems
07.2020 - 02.2021
- Contributed to client interaction via email and conference calls.
- Participated in continuous training opportunities to hone craft and build leadership skills.
- Conducted thorough market evaluations and analyzed energy usage patterns to determine potential savings.
- Demonstrated creative and efficient use of software tools, analytical methods and computer models to develop solutions.
- Developed and reviewed energy model documentation and gathered supporting information on over 300 companies.
- Collected and organized data, built financial and economic models and developed data visualizations to perform quantitative analyses.
- Presented and explained energy efficiency programs to social, commercial and industrial audiences.
- Leveraged sales CRM software platform to track and notate sales interactions and follow up activities.
- Offered detailed fact-finding, research and analysis on energy industry topics to support senior consulting staff and experts across multiple projects.
- Performed energy audits on large and small commercial clients.
- Taught customers how to reduce energy usage and directly cut costs thousands with proactive strategies.
Insurance Agent Assistant
Allstate Corp
08.2019 - 02.2020
- Generated leads and met with potential 100s of clients to explain insurance options and encourage purchases.
- Researched and resolved areas of concern for potential and existing clients.
- Participated in networking events and developed relationships with potential clients to increase sales.
- Tracked competitors' insurance offerings and used for comparison during sales calls.
- Managed phone and email correspondence and handled incoming and outgoing mail and faxes.
- Completed sales documentation and collected signatures to finalize purchases.
- Continually sought methods for improving daily operations, communications with clients, recordkeeping and data entry for increased efficiency.
- Built and maintained excellent customer relationships through timely response to inquiries and going above and beyond to accommodate unusual requests.
- Managed filing system, entered data and completed other clerical tasks.
- Completed forms, reports, logs and records to quickly handle all documentation for human resources.
- Opened and properly distributed incoming mail to promote quicker response to client inquiries.
- Assisted coworkers and staff members with special tasks on daily basis.
- Created and maintained detailed administrative processes and procedures to drive efficiency and accuracy.
Distribution Intern
AMC Supply
01.2019 - 05.2019
- Counted, sorted or weighed incoming articles to verify receipt of items on requisition or invoices.
- Prepared periodic, special or perpetual inventory of stock.
- Determined methods of storage, identification and stock location.
- Examined stock to verify conformance to specifications.
- Maintained status reports for 500 client projects.
- Participated in cross-functional team-building activities.
- Optimized customer experience by delivering superior services and effectively troubleshooting issues.
- Evaluated customer needs and feedback to drive product and service improvements.
- Gathered, organized and input information into digital database.
- Helped meet changing demands by recommending improvements to business systems or procedures.
- Generated reports detailing findings and recommendations.
- Created and managed project plans, timelines and budgets.
- Cultivated positive relationships with vendors to deliver timely and cost-effective supply of services and materials.
- Maintained database systems to track and analyze operational data.
- Devised and implemented processes and procedures to streamline operations.
Education
Bachelor of Business Administration - Health Administration
U of H Clear Lake
Houston, TX05.2024
Skills
- Project Coordination
- Project Leadership
- Creative problem solver
- Financial Management
- Business Administration
- Business Development
- Workforce Management
- Strategic Planning
- Staff Development
- Performance Management
Accomplishments
- Achieved 200,000$ in sales through working effectively with patients.
- Supervised and worked with over 300 patients in the physical therapy department.
- Worked with multiple doctors on Neuropathy programs, Patient plan of cares, Human Cellular Tissues procedures.
- Created multiple Excel sheets to develop inventory tracking , new patients, cold calls, marketing spreadsheets.
Timeline
Medical Case Manager
Premier Physical Medicine
01.2022 - Current
Energy Consultant
Elite Energy Systems
07.2020 - 02.2021
Insurance Agent Assistant
Allstate Corp
08.2019 - 02.2020
Distribution Intern
AMC Supply
01.2019 - 05.2019
Bachelor of Business Administration - Health Administration
U of H Clear Lake
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