Grecia Loaiza
Miramar,U.S.A
Summary
Knowledgeable Case Manager/Administrator with solid history of managing complex caseloads and providing comprehensive support to diverse client populations. Proven ability to assess client needs and develop tailored action plans that drive positive outcomes. Demonstrated strong communication and problem-solving skills in high-pressure environments.
Overview
8
8
years of professional experience
Work History
Case Manager/Pre-litigation (Personal Injury)
Friedland and Associates
01.2019 - 09.2024
- Manage pre litigation assistance for over 120+ bodily injury cases in the Southern District of Florida, New York and New Jersey
- Managed daily tasks such as receiving correspondence, answering and referring calls, scheduling client’s medical appointments, meetings, such as recorded statements, examinations under Oath (EUO), and conferences between attorney, client and adjuster using Microsoft Outlook, and maintaining the attorney’s calendar for upcoming events
- Provide frequent updates to attorneys, medical providers, adjusters
- Communicate daily with clients in reference to their cases and treatment
- Assist clients with property damages issues
- Ensure Personal Injury Protection (PIP) payments are being applied correctly
- Prepare and organize client’s file for the attorney review and demand preparation
- Request waivers and reductions
- Request medical records and itemized bills from various medical providers such as Hospitals, Chiropractors, Orthopedic and MRI facilities
- Request Personal Injury Protection (PIP) payouts, Health liens and Workers Compensation liens
- Determine and coordinate appropriate levels of care to meet individual client needs
- Translate from English to Spanish and vise versa during recorded statements, attorney and client meetings, and insurance adjusters and clients
- Communicate with insurance’s adjuster regarding liability, insurance policy coverage and property damages repairs and resolutions
- Prep client for Examinations under Oath interviews, recorded statements that have been requested by insurance companies
- Prepared and organized demand package such as, police report, property damages, bills, and medical records
- Retrieve and analyze police reports in order to obtain car insurance, driver and crash information
- Maintained accurate documentation on all cases, ensuring compliance with regulations and confidentiality requirements.
- Conducted thorough assessments of clients'' situations, identifying issues, goals, and necessary interventions.
- Monitored ongoing cases closely, adjusting case management strategies as needed based on evolving circumstances or new information.
- Educated clients on available programs, benefits, and services, empowering them to make informed decisions about their care needs.
Medical Records Supervisor
Friedland and Associates
10.2023 - 07.2024
- Managed a team of 7 medical records clerks, providing training, guidance, and performance evaluations
- Ensured timely retrieval of requested medical records for patients, insurance companies, attorneys, etc
- Conducted regular meetings with staff to address concerns, provide updates, and foster a positive work environment
- Maintained accurate inventory of medical record supplies such as forms, labels, folders, etc
- Demonstrated strong attention to detail when reviewing medical records for completeness and accuracy
- Pay invoices, updated cost spreadsheet
- Developed and implemented departmental protocols for efficient records management, ensuring accuracy and organized storage of medical data.
- Oversaw the processing of subpoenas and requests for release of information while maintaining patient privacy rights.
Legal Assistant/Pre-litigation (Personal Injury)
Friedland and Associates
06.2018 - 01.2019
- Prepared and organized client’s file for case manager review
- Communicated with medical providers on status of referrals to specialist
- Requested waivers and reductions
- Requested medical records and itemized bills from various medical providers such as Hospitals, Chiropractors, Orthopedic and MRI facilities
- Requested PIP payouts, and Health Liens
- Assisted clients with Workers Compensations
Legal Assistant/ Medical Records (Personal Injury)
Law office of Schilller, Kessler & Gomez
05.2017 - 06.2018
- Prepared and managed client’s file with records such as, police reports, medical records, property damages and expenses for the attorney’s review
- Communicated with medical providers on status of referrals to specialist
- Requested medical records and itemized bills from medical providers
- Requested PIP payout logs, and Health Liens payout logs
- Requested Workers Compensation payout logs
Case Manager
Comprehensive Health Services/U.S. Department of Human and Health Services
01.2017 - 03.2017
- Coordinated case management and family reunification services for children between 13-17 years old
- Completed UAC Assessments following the policies and procedures from the Office of Refugee Resettlement (ORR)
- Identified potential family members or other sponsors for reunification and conduct sponsor assessment
- Kept the sponsor informed regarding the child's progress and current functioning
- Discussed with the sponsor services that are available in the sponsor's community for the child through a Safety Plan
- Regularly updated UAC portal with all UC case file required information, sponsor documentation and forms in accordance with ORR policies and procedures
- Meet regularly with the UC to discuss progress, ask questions, and contact their sponsor or Care giver back in the country of origin, also make sure they feel they are receiving proper care during their stay at the shelter
- Provide weekly status updates on progress
- Reported significant incidents according to policies and procedures
- Audited Case Managers UAC Portal
- Submitted Release Requests
- Worked closely with counselors, Case Coordinators and Federal Field Specialist
Lead Youth Care Worker
Comprehensive Health Services/ U.S. Department of Health and Human Services
05.2016 - 01.2017
- Responsible for the supervision of at least 12-20 Youth Care Workers
- Provided residential care and supervision of unaccompanied minor ages 13-17
- Aid during the transfer and discharge process of unaccompanied minors
- Ensure minors completed all their daily responsibilities, such as, shower, maintain clean living quarters, and meet daily education requirements
- Maintained the Case file and Database in accordance with Office of Refugee and Resettlement guidelines (ORR)
Education
Bachelor of Arts - Criminal Justice
Florida Atlantic University
Boca Raton, FL08-2015
Associate of Arts - General Studies
Palm Beach State College
Boca Raton, FL05-2012
High School Diploma -
Monarch High School
Coconut Creek, FL06-2008
Skills
- Proficient in English and Spanish
- Proficient in Microsoft Office and general web applications such as Gmail, Chrome, Firefox, Internet Explorer 10
- Records Management
- Data Entry and Analysis
- Problem-Solving
- Case Management
- Case Documentation
- Organization and Multitasking
- Documentation And Reporting
- Decision-Making
- Email and Telephone Etiquette
- Client Advocacy
Languages
English
Native or Bilingual
Spanish
Native or Bilingual
Timeline
Medical Records Supervisor
Friedland and Associates
10.2023 - 07.2024
Case Manager/Pre-litigation (Personal Injury)
Friedland and Associates
01.2019 - 09.2024
Legal Assistant/Pre-litigation (Personal Injury)
Friedland and Associates
06.2018 - 01.2019
Legal Assistant/ Medical Records (Personal Injury)
Law office of Schilller, Kessler & Gomez
05.2017 - 06.2018
Case Manager
Comprehensive Health Services/U.S. Department of Human and Health Services
01.2017 - 03.2017
Lead Youth Care Worker
Comprehensive Health Services/ U.S. Department of Health and Human Services
05.2016 - 01.2017
Bachelor of Arts - Criminal Justice
Florida Atlantic University
Associate of Arts - General Studies
Palm Beach State College
High School Diploma -
Monarch High School
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