Juanita Garcia Cavazos
Manvel
Summary
Dynamic Family Service Coordinator with a proven track record at James Crowder Funeral Home, excelling in client outreach and sales. Skilled in managing sensitive situations with integrity and compassion, while leveraging strong communication and organizational skills to enhance service delivery and client satisfaction. Recognized for effectively guiding families through complex processes.
Overview
19
19
years of professional experience
Work History
Community Service/Family Service Counselor
Park Lawn Corporation
Houston
06.2020 - Current
- Built relationships in the community to educate and guide families in preplanning decisions
- Excel in my ability to set an appointment, give a preplanning guide presentation, and product presentation
- Assisted families in selecting, designing, and ordering memorialization options that reflect their values
- Complete necessary paperwork including IOA, cemetery agreement, memorial order, blind check, IRLA
- Complete paperwork neatly and accurately, including all specific requirements for contract processing
- Use CRM to track all contacts and ensure professional follow-up
- Actively track all sales activity and rations to measure areas of strength and areas the need improvement
- Conducted daily outreach to potential clients, generating leads for future services
- Answer telephone inquiries about cemetery products and services for both pre-need planning and at need preparations
- Called to confirm arrival times for all scheduled memorial services each day.
- Integrity Funeral Home at Forest Lawn Cemetery
Family Service Advisor
NorthStar Memorial Group
Pearland
10.2019 - 04.2020
- Built relationships in the community to educate and guide families in preplanning decisions
- Set appointments and delivered preplanning guide and product presentations to assist families in decision-making
- Engaged in daily outreach to connect with prospective clients and generate leads.
- Answer telephone inquiries about cemetery products and services for both pre-need planning and at need preparations
- Assist families with the selection, design, and ordering of memorialization options
- Provided support to families at South Park Cemetery in navigating memorial options.
- Use CRM to track all contacts and ensure professional follow-up
- Tracked all sales activity and ratios to identify strengths and areas needing improvement
- Complete necessary paperwork including IOA, cemetery agreement, memorial order, blind check, IRLA
Licensed Agent
Financial Appreciation
Houston
10.2018 - 04.2019
- Educated personnel on projected retirement income and identified potential funding gaps
- Advised on options for life insurance, mortgage, and transfers to enhance financial security
- Collaborated with school personnel to facilitate retirement planning and optimize 403B investments
- Supported individuals in examining their TRS benefits to clarify retirement planning strategies.
- Created a yearly review schedule to evaluate and adjust retirement planning for clients.
- Coordinated informational luncheons to encourage client engagement and facilitate appointment bookings.
- Supported the planning and execution of workshops aimed at providing financial guidance to parents.
Weekend Receptionist
Catholic Diocese of Galveston-Houston
04.2017 - 12.2018
- Assigned to Markosky Hall and assisted on Saturday and Sunday with managing seminars.
- Facilitated Saturday morning meetings with Cardinal by organizing food delivery, setup, and video documentation.
- Coordinated food delivery with restaurants to ensure timely arrival for events.
- Prepared daily seminar rooms and assisted with necessary equipment setup.
- Guided lost individuals and answered questions to enhance guest experience.
- Ensured all equipment was powered down and alarms were set at day's end.
- Helped when evening secretary was out. Worked for her from 5:30 to 10:30 Monday thru Friday
Certified Marketplace In-Person Assister (IPA)
CSRA (Aerotek) contract
Houston
09.2016 - 01.2017
- Work one-on-one with consumers needing assistance with the Health Insurance Marketplace
- Licensed to assist consumers through the application process, eligibility determination and plan selection
- Provide culturally and linguistically sensitive assistance to meet the consumers’ need while demonstrating respect for diversity. Abide by the HIPPA guidelines
- Coordinated outreach and enrollment events, distributing materials to local businesses and community organizations to enhance visibility of Enrollment Assistance Center (EAC).
- Comply with Federal Privacy laws and regulation in regards to personal identifiable information (PII)
- Recognized as SPOTLIGHT on November 14, 2016 for engaging consumers in enrollment process, capturing images to showcase successful enrollments, thereby attracting more consumers to EAC.
- December 2, 2016 recognized as IPA of the week for the Houston(south) for outstanding contributions to Outreach
- January 6, 2017 recognized as IPA of the week for the Houston (south) for outstanding customer service.
Financial Counselor/Lead Insurance Coordinator Medicaid Pending
Harris Health-Ben Taub Hospital
Houston
05.2012 - 08.2015
- Assisted patients without legal status in completing Emergency Medicaid applications, enabling access to hospital cost coverage
- Met with patients daily to verify personal information and assist with medical coverage plans.
- Ensured timely compliance with state deadlines for Emergency Medicaid coverage, supporting uninterrupted patient care
- Communicated with State Employees to ask questions an learn the system being used for the reimbursements to the Hospital
- Led establishment of Medicaid Pending Department, streamlining processes for patient eligibility and coverage.
Family Service Coordinator
James Crowder Funeral Home
La Marque
08.2007 - 05.2012
- Managed monthly billing, collections, and reports.
- Supported Funeral Directors by preparing obituaries, designing funeral programs, managing register books and bookmarks, verifying insurance, and filing insurance claims for grieving families
- Ordered Death Certificates and assisted with bookkeeping for each family.
- Assisted with initial death call at time of need, answering family’s questions and helping with prearranged funeral plans
- Guided families through completion of paperwork for Medicaid qualifications for elderly family members, ensuring compliance and clarity
- Created and held group presentations on funeral arrangements
- Developed daily service schedules for all four funeral homes, optimizing resource allocation and service delivery
- In charge of pre-need files which included, filing monthly reports with the accountant, typing and checking the new Funeral Plans sold, making charts, setting up account cards, withdrawing monies from the Trust account at the time of death, meeting with state auditors
Education
High School Diploma -
Raymondville High School
Raymondville, TX05-1971
Skills
- Community outreach
- Customer Service
- Sales
- Insurance management
- Medical Terminology
- HIPAA and PII
- Management
- Leadership
- Communication Skills
- Microsoft Office
- Filing
- Faxing
- Ten Key
- Effective Rapport
Timeline
Community Service/Family Service Counselor
Park Lawn Corporation
06.2020 - Current
Family Service Advisor
NorthStar Memorial Group
10.2019 - 04.2020
Licensed Agent
Financial Appreciation
10.2018 - 04.2019
Weekend Receptionist
Catholic Diocese of Galveston-Houston
04.2017 - 12.2018
Certified Marketplace In-Person Assister (IPA)
CSRA (Aerotek) contract
09.2016 - 01.2017
Financial Counselor/Lead Insurance Coordinator Medicaid Pending
Harris Health-Ben Taub Hospital
05.2012 - 08.2015
Family Service Coordinator
James Crowder Funeral Home
08.2007 - 05.2012
High School Diploma -
Raymondville High School