Leslie Nelson
Porterville,CA
Summary
Dedicated and adaptable professional with a proactive attitude and the ability to learn quickly. Strong work ethic and effective communication skills. Skilled in rapidly acquiring new knowledge and applying it effectively. Driven by a passion for continuous learning and successfully navigating change.
Overview
12
12
years of professional experience
Work History
Patient Benefits and Insurance Officer I
Porterville Developmental Center
Porterville, CA
06.2021 - Current
- Provide supervision to Program Technician II and Office Technicians in the General Treatment Area and the Secured Treatment Area Trust Offices.
- Schedule employees, ensuring coverage for both Trust Offices to run sufficiently to provide services.
- Complete performance reports for my staff.
- Review Absence and Timed Worked Reports (STD.634) for accuracy and approval.
- Complete quarterly attendance reviews for staff, for clarity and awareness of time usage.
- Set up and carry out interviews for new hires, and coordinate with the training office for New Employee Orientation.
- Open/close the vault, check daily cash receipts, and deposits.
- Conduct bank business of deposits and reimbursements.
- Make updates to the client wage report, and submit quarterly reports to Tulare County.
- Oversee and carry out debit card transactions as needed.
- Communicate with various agencies, client relatives, conservators, guardians, and representative payees, giving and securing client information regarding benefits.
- Conduct monthly audits of all new admissions and discharges of clients to ensure all benefits have been researched and applied for, and that all agencies have been notified.
- Evaluate the eligibility potential of each client for benefits.
- Correspond with representative payees and assess the client’s income, assets, disability, and age factors as required under the Medi-Cal program, and determine the client’s eligibility for benefits.
- Interpret and Apply Regulations and Policies to Client Accounts.
- General office duties, and other duties as required.
Program Technician II
Porterville Developmental Center
Porterville, CA
02.2017 - 05.2021
- Create client Trust Office files.
- Create a client asset card.
- Contact agencies to verify income and health benefits.
- Apply for or deny benefits for clients.
- Enter and update information into the AS400 and CRS systems.
- Contact Regional Centers to obtain any pertinent information, documents, or funds for the client.
- Mail out family update letters.
- Update the asset card with the most current client information.
- Keep and update multiple trackers of client data.
- Complete annual Medi-Cal redeterminations.
- Complete and enter NOA's, Magi's, and COC's into the CRS/AS400 systems.
- Apply for birth certificates.
- Apply for Social Security cards.
- Apply for death certificates.
- Complete Social Security Disability Update Reports.
- Complete VA Fiduciary Reports.
- Complete and submit the monthly P&I Report.
- Process medical bills to be sent for payment.
- Close client Trust Office file.
- Notify agencies of any changes to clients' status and eligibility.
- Apply to become a Representative Payee when applicable.
- Monitor the daily census for movement and status changes.
- Note and update any changes in the asset card.
- Work on the Wage Report for biweekly client paydays when providing backup coverage.
- Process debit card billing for payment.
- Type checks when needed.
- Review checks and paperwork to be submitted for signature.
- Prepare and submit the Census Report, and the Monthly Admit Report, to Headquarters.
- Prepare and submit the Social Security and Birth Certificate Report to upper management.
- Update and run MEDS for all Medi-Cal-eligible clients.
- General clerical duties such as answering phones, filing, faxing, scanning, making copies, and writing letters.
Customer Service Representative
Bermad Inc.
Porterville, CA
11.2015 - 02.2017
- Customer Service.
- Answering phones and emails.
- Directing phone calls.
- Order entry.
- Shipping/Freight setup and entry.
- Count the inventory.
- General clerical duties such as filing, faxing, making copies, and writing letters.
Salon Owner/Operator
Self Employed- Cosmetologist
Porterville, CA
06.2013 - 11.2015
- Adhered to state laws and regulations regarding licensure, sanitation standards.
- Resolved customer complaints quickly and efficiently while maintaining professionalism.
- Used verbal skills to engage customers in conversation and effectively determine needs.
- I cleaned and organized my workstation regularly.
- Ensured that all safety protocols were followed in the salon at all times.
- Completed thorough opening and closing functions to maintain operational standards each day.
- Maintained salon finances, including budgeting, and bookkeeping.
- Assessed inventory needs for hair care products.
- Maintained relationships with vendors and suppliers who provide necessary items for running the salon.
- Formed and sustained strategic relationships with clients.
- Organized and scheduled appointments for clients.
- Provided excellent customer service to ensure repeat business from satisfied clients.
- Ordered supplies and equipment needed for daily operations.
Education
High School Diploma -
Monache High School
Porterville, CA06-2001
Some College (No Degree) - Business Administration
Porterville College
Porterville, CASkills
- Interpret and apply policies and procedures
- Manage time effectively
- Act independently, or as a team player
- Maintain accurate records
- Detail-oriented
- Operate standard office equipment, computers, and software
- Maintain confidentiality of sensitive information
- Write reports
- Customer service
- Reliability
- Multitasking capacity
- Records management
- Staff management
Accomplishments
- State of California, Department of Developmental Services, Porterville Developmental Center -Superior Accomplishment Award 2019.
Timeline
Patient Benefits and Insurance Officer I
Porterville Developmental Center
06.2021 - Current
Program Technician II
Porterville Developmental Center
02.2017 - 05.2021
Customer Service Representative
Bermad Inc.
11.2015 - 02.2017
Salon Owner/Operator
Self Employed- Cosmetologist
06.2013 - 11.2015
High School Diploma -
Monache High School
Some College (No Degree) - Business Administration
Porterville College
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