Katia Perez
Auburndale,USA
Summary
Dedicated professional with extensive experience in case management for children and adults with developmental disabilities and seniors. Proven success in the development and implementation of person-centered plans. Strong advocate, effective communication and compliance with HIPAA policies.
Overview
1
1
Certification
22
22
years of professional experience
Work History
Health Insurance Agent
Health Insurance Agent
Orange
04.2026 - Current
- Evaluated Medicare and ACA regulations, policies, and benefits to guide clients effectively.
- Assessed clients' health, financial needs, preferences, and goals.
- Recommend tailored individual, family, or group insurance while explaining coverage specifics, premiums, deductibles and benefits in an accessible way.
- Serviced policies, addressed benefits questions and billing inquiries, and assisted policyholders in navigating benefits and claims processes to enhance client satisfaction and retention.
- Generate new leads and clients through targeted marketing, cold outreach, and referral building.
Care Coach
Humana LTC
Tampa, USA
07.2024 - 03.2026
- Evaluation and Identification of members' support needs by assessing their health, as well as their functional, adaptive skills and psychosocial status for the development of a person-centered plan and to connect members with the appropriate services.
- Assessed member needs through home visits, skilled nursing facilities, independent living facilities, and hospitals to inform care planning.
- Tracked member progress and monitored health and safety while coordinating with home health care agencies and medical providers to ensure comprehensive care.
- Guided members and families to appropriate community health and social services, advocating for their access to necessary resources.
Case Manager
Gulf Coast JFCS
Port Richey, USA
11.2022 - 09.2023
- Delivered case management services to children, birth families, foster families, and primary caregivers in home, day care, preschool, and school settings, ensuring access to appropriate services and continuity of care to address child abuse and neglect issues.
- Conducted assessments, coordinated planning and linkage, monitored progress, and advocated for children and families, including foster families and primary caregivers.
- Established and nurtured collaborative relationships with mental health professionals, community agencies, and the child's support system to enhance service delivery.
- Followed up with the child and parent's therapist, foster parents, primary caregiver, and guardian ad litem.
Program Specialist
Multnomah County, DCHS
Portland, USA
02.2014 - 10.2022
- Represented program in collaborations with service providers, funding sources, County staff, community organizations, and the public to ensure adherence to program regulations and procedures.
- Development and implementation of community outreach plans that explain the program and availability of services.
- Provided technical assistance and consultation to service providers, agencies, and County staff, enhancing understanding and compliance with program guidelines.
- Oversaw and approved funded requests based on client eligibility and information gathered from numerous reports and databases (Medicaid State System, Internal Database System).
- Reviewed and ensured quality of Functional Support Needs Assessments, Individual Support Plans, and Supplemental Support Documentation prior to funding authorization.
- Applying knowledge and understanding of program rules and policies as outlined in Oregon State Rules, Expenditure Guidelines, State Transmittals and other State correspondence in order to analyze and evaluate compliance/noncompliance of funding requests for Title XIX services.
- Interpretation and implementation of Oregon Developmental Disabilities Policies-Rules, Expenditure Guidelines in Multnomah County Department of Human Services/Developmental Disability Program.
- Experience in creating internal procedures to ensure compliance with Oregon State Department of Developmental Disabilities.
- Provision of ongoing technical assistance and training to Service Coordinators, Program Supervisors and Management.
- Conducted research to gather data on program effectiveness and community needs in areas of specialty; compiled data and prepared reports.
- Collaboration and engagement with Oregon Department of Developmental Disability Services in the development of State Rules and worker's guide.
- Working with state licensed personal support workers, provider agencies, as well as contractors and vendors to arrange and coordinate supports for children and adults with developmental disabilities.
- Facilitate access to funded services for clients with Developmental Disabilities, including purchases of medical equipment and medical supplies, assistive technology hardware and software as well as payment to access Family Training and Transportation services.
- Rendered monthly purchasing card reports and conducted financial reconciliation as a super user of Oregon State eXPRS Payment & Reporting System for Multnomah County.
Service Coordinator and Lead Service Coordinator
Multnomah County DCHS
Portland, USA
07.2008 - 02.2014
- Coordinated services and case management for children, adolescents, and families through home-based, school-based, and community-based contacts, ensuring access to essential resources.
- Managed caseload of up to 55 individuals with Developmental Disabilities and their families.
- Provided crisis intervention and support to families in crisis, assisting them in accessing necessary services to stabilize their situations.
- Facilitated communication between community providers and Medicaid state licensed providers in English and Spanish, enhancing collaboration for better service delivery.
- Communicated case history by providing and documenting targeted case management, and consequent billing for services through Medicaid via Express Payment and Reporting System.
- Monitored health and safety of clients during regular assessments. Mandatory reporter required to report because we have frequent contact with at-risk populations - infants and children, people who are elderly or dependent, individuals with mental illness or developmental disabilities, and residents of nursing homes and other health care facilities.
- Provided monitoring of Foster Homes and supported reunification plans for children with disabilities that returned home from foster care.
- Assisted in mental health wrap-around services for children with dual diagnosis of both mental-health disorders and developmental disabilities.
- Advocated for families at Individualized Education Plan meetings to secure services and supports for children with developmental disabilities.
- Attended and presented trainings on a variety of topics related to case management and children with disabilities.
- Mentored new employees and assisted in necessary trainings and instruction related to case management.
Bilingual Library Clerk
Multnomah County Library
Portland, USA
02.2004 - 07.2008
- Provide exceptional quality customer services in English and Spanish.
- Guided patrons in locating library materials, enhancing their research experience.
- Managed and updated patron accounts to ensure accurate information.
- Enabled patrons to effectively utilize computers and copiers through hands-on technical support and instruction.
Education
Bachelor in Education - Teacher Education, Multiple Levels
Institute Superior Pedagogic
Havana, IL, Cuba07-1993
Skills
- Licensed Health Insurance Agent
- Medicare and ACA knowledge
- Insurance consultation
- Insurance policy compliance
- Policy compliance review
- Medicare knowledge
- ACA regulations
- Insurance policy analysis
- Crisis intervention
- Crisis management
- Case management
- Person-Centered planning
- Client education
- Benefit navigation
- Disability services
- Client engagement
- Customer service
- Bilingual Spanish
- Effective communication
- Relationship management
- Needs and risks assessment
- Microsoft proficiency
- Databases
- HIPAA understanding
- Technical writing
- Social work
- Attention to detail
- Problem solving
- Critical thinking
- Time management abilities
- Team development
- Advocacy
- Time management abilities
Certification
- Active Health Insurance License
- School of Social Work FSS Training.
- Valid Driver's License
Additional Information
Authorized to work in the US for any employer
Personal Information
- Polk County, FL
Timeline
Health Insurance Agent
Health Insurance Agent
04.2026 - Current
Care Coach
Humana LTC
07.2024 - 03.2026
Case Manager
Gulf Coast JFCS
11.2022 - 09.2023
Program Specialist
Multnomah County, DCHS
02.2014 - 10.2022
Service Coordinator and Lead Service Coordinator
Multnomah County DCHS
07.2008 - 02.2014
Bilingual Library Clerk
Multnomah County Library
02.2004 - 07.2008
Bachelor in Education - Teacher Education, Multiple Levels
Institute Superior Pedagogic