Diane Lewis
Stephenville,TX
Summary
Talented executive offering proven background in business settings driving organizational change at operational levels. Demonstrated leadership, planning and problem-solving abilities focused on delivering robust, performance-oriented strategies to meet current and expected demands. I am also a licensed insurance agent in Life and Health, Property and Casualty
Overview
7
7
years of professional experience
Work History
Licensed Senior Benefits Consultant
Independent -Self
08.2021 - Current
- Communicated with clients to understand needs and identify best policies for each case.
- Upsold products to policyholders and potential new clients.
- Offered policy guidance and management to promote asset protection.
- Explained coverage options to potential policyholders, answering questions or concerns.
- Reviewed insurance inquiries, working effectively to accommodate various requests to build agency's reputation as service provider.
Personal Care Associate
Clear Path Home Services
Granbury , TX
01.2023 - 06.2023
- Assisted with ambulation and mobility needs of clients by providing support or using adaptive equipment.
- Maintained client living areas in a safe, clean and orderly fashion.
- Provided companionship for clients to enhance their physical and emotional well-being.
- Helped clients with daily activities such as shopping, errands and appointments.
- Created meal plans tailored to individual dietary requirements.
- Promptly responded to emergency situations in a calm manner.
- Encouraged participation in recreational activities such as reading, games or crafts.
- Transported clients to medical appointments or other outings when necessary.
- Provided emotional support to clients during difficult times or transitions.
- Supported bathing, dressing and personal care needs.
Executive Director/Sales and Marketing Executive
Sodalis Senior Living/Memory Care
New Braunfels/San Marcos , TX
03.2020 - 05.2021
- Improved organizational processes and regulatory compliance by implementing new personnel structure with clear-cut roles and responsibilities.
- Strengthened company business by leading implementation of new projects and procedures.
- Transformed departmental operations through aggressive process overhaul and attention to quality.
- Established clear and effective policies for standardization across different areas of operations.
- Monitored competitor products and services and maintained relationships with industry influencers and key strategic partners to identify improvement areas and grow customer base.
- Reviewed and assessed staff processes, reducing hazards posed for residents and staff while promoting regulatory compliance.
- Supervised and guided personnel to eliminate downtime and boost productivity.
- Identified staff vacancies and recruited, interviewed and selected best applicants.
- Delivered continuous quality service, resulting in high satisfaction levels from families and residents.
- Kept family members abreast of important information regarding loved ones, including care, health issues and medication.
- Collaborated with multi-disciplinary staff to improve overall patient care and response times.
- Recruited and hired intelligent clinical and administrative staff to bolster skills set of already talented team.
Assistant Executive Director
Legacy Oaks of Lakeway
Lakeway , Tx
05.2019 - 03.2020
- Recruited and hired new employees based on company needs and culture.
- Listened to customer feedback and responded to maintain or improve processes.
- Trained employees in proper operational procedures and shared company policies and regulations.
- Managed payroll for over 100 hourly and salaried employees.
- Resolved invalid or unauthorized deductions by following pending deductions procedures.
- Upheld strict quality and accuracy standards through daily process adjustments.
- Recognized by management for providing exceptional customer service.
- Provided excellent service and attention to customers when face-to-face or through phone conversations.
- Observed employee performance and provided valuable feedback using online performance evaluation software.
- Completed daily accounts receivable ledger reconciliations.
- Performed day-to-day financial transactions, including verifying, classifying, computing, posting and recording accounts receivables' data.
- Facilitated payment of invoices due by sending bill reminders and contacting clients
Business Office Manager
Brookdale Senior Living
Lakeway , TX
04.2017 - 05.2019
- Distributed company correspondence, including memos and updates to reinforce and apprise departments and divisions of corporate objectives and developments.
- Maintained accurate, timely flow of information by completing thorough patient records and updating healthcare team on patient status.
- Documented information in patient charts and communicated status updates to interdisciplinary care team.
- Summarized receivables by maintaining invoiced accounts and coordinated monthly transfers
- Day to day financial transactions
- Developed productive relationships with business representatives and consulted closely to uncover needs and match available solutions.
- Conducted initial eligibility screenings for Medicaid applicants.
- Reviewed applications and supporting documents to determine applicant's eligibility for Medicaid benefits.
- Compiled and documented information regarding applicant's income, assets, insurance coverage and other relevant data.
- Processed requests for changes in existing Medicaid cases.
- Researched discrepancies between submitted forms and available records to ensure compliance with regulations.
- Maintained up-to-date knowledge of state and federal regulations pertaining to Medicaid eligibility.
- Responded promptly to inquiries from applicants, providers and other stakeholders concerning Medicaid services.
- Collaborated with other departments within the organization in order to resolve issues relating to Medicaid eligibility requirements.
Business Office Coordinator
Deer Creek of Wimberley
Wimberley , Tx
- Scheduled appointments and maintained employee appointment calendar using MS Outlook.
- Answered phone and routed calls to appropriate team members.
- Delivered high-quality administrative and customer to sustain patient and workflows.
- Eliminated inaccuracies in account payables and receivables
- Conduct monthly closing processing
- Conducted initial eligibility screenings for Medicaid applicants.
- Reviewed applications and supporting documents to determine applicant's eligibility for Medicaid benefits.
- Compiled and documented information regarding applicant's income, assets, insurance coverage and other relevant data.
- Verified accuracy of applicant's financial information against third-party sources such as employers, banks or government agencies.
- Assisted individuals with the completion of complex paperwork related to their application process.
- Maintained up-to-date knowledge of state and federal regulations pertaining to Medicaid eligibility.
Education
High School Diploma -
Dublin High School
Dublin, TX05.1995
Skills
- Talent management and staffing
- Compliance and regulations
- Communications strategy
- Budgeting and financial management
- Business Administration
- Quality control
- Resident satisfaction
- Coaching and counseling
- Client account management
- Cross-selling and upselling
- Lead development
- Customer follow-up
- AHIP Certified
Accomplishments
- State of Texas Insurance License - Life, accident and health, property and casualty
- AHIP Certification
- TALA Certification
Timeline
Personal Care Associate
Clear Path Home Services
01.2023 - 06.2023
Licensed Senior Benefits Consultant
Independent -Self
08.2021 - Current
Executive Director/Sales and Marketing Executive
Sodalis Senior Living/Memory Care
03.2020 - 05.2021
Assistant Executive Director
Legacy Oaks of Lakeway
05.2019 - 03.2020
Business Office Manager
Brookdale Senior Living
04.2017 - 05.2019
Business Office Coordinator
Deer Creek of Wimberley
High School Diploma -
Dublin High School