Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Margaret (Peggy) Rosa

Amelia,OH

Summary

Compassionate Care Manager with nineteen years of comprehensive experience providing support to individuals and families. Well-versed in assessing client strengths, advocating for client resources and conducting thorough home and community visits.

Strengths include client advocacy, strong interpersonal skills, time management, and a solution-focused approach. Proven ability to make significant impact through effective collaboration with multidisciplinary teams.

Overview

39
39
years of professional experience
1
1
Certification

Work History

Bridges Liaison

New Path Child & Family Solutions
Cinicnnati, OH
02.2020 - Current
  • Works with transitional youth to develop life skills to prepare them for living independently. This includes budgeting, maintaining their housing, opening and maintaining bank accounts, meal preparation, laundry, shopping, cleaning, understanding systems, and acquiring the knowledge to access public information.
  • Provided case management services, including intake, assessment, crisis intervention, advocacy, and monitoring of young adults.
  • Assisted young adults with securing safe and stable housing.
  • Conducted home visits to assess living conditions and support needs.
  • Assisted with applications for government benefits such as Medicaid, SNAP and Social Security Disability Insurance.
  • Educated clients on available programs and benefits that could help meet their needs, and assisted with securing resources and referrals for those programs.
  • Communicated with legal services providers, social services agencies, educational institutions, and mental health providers to ensure that client needs were met.
  • Collaborated with other service providers to ensure continuity of care for clients and advocated on behalf of clients to secure necessary services and support.
  • Coordinated and provided transportation for clients who lacked access to reliable transportation.
  • Attended regular court hearings as a representative of the organization, and additionally when needed by young adults.
  • Developed individualized plans and reviews with young adults, and monitored their progress toward their goals. Assisted clients in setting realistic goals, identifying barriers and developing strategies to overcome them.
  • Managed caseloads effectively, ensuring timely documentation and reporting.
  • Utilized case management software and databases for efficient information tracking.
  • Maintained confidentiality and adhered to professional ethics and standards.
  • Participated in professional development trainings to stay current with best practices in case management.
  • Participated in regular team meetings and in-house training sessions to boost effectiveness.
  • Formerly licensed Foster Parent. Completed Trauma-Informed Care training, as well as TIP (Transition to Independence Process) training, TCI (therapeutic crisis intervention) and CPR.

Intake Coordinator for Crisis Stabilization Unit

New Path Child & Family Solutions
Cincinnati, OH
03.2015 - 02.2020
  • Conducted initial intake interview with clients and their legal guardians to obtain client information, including biographical data, medical history, presenting problem, legal status, and other pertinent information.
  • Coordinated the intake process, ensuring all required documentation was collected and processed.
  • Developed strategies for improving existing client intake processes.
  • Conducted initial risk assessments to identify any immediate concerns or needs for intervention.
  • Issued, gathered and inspected intake forms to confirm correct signatures and information.
  • Communicated with Medicaid, MHAP, and other funding services to ensure that funding was in place.
  • Maintained accurate client records in the case management system.
  • Gathered and documented detailed information about clients' needs, preferences, and background.
  • Escorted the newly admitted client to their living space and ensured they had all of their needed hygiene products, bedding, etc.
  • Provided crisis intervention support during initial assessments.
  • Educated clients about available programs and resources for assistance.
  • Collaborated with county workers and agencies to ensure smooth admissions, and that necessary information and documentation were received.
  • Managed scheduling for intake appointments and follow-up sessions.
  • Answered and logged incoming inquiries via phone, fax and email.

Intake Specialist for Central Access

New Path Child & Family Solutions
Cincinnati, OH
07.2011 - 03.2015
  • Worked closely with other staff members to coordinate efficient client intake procedures.
  • Facilitated communication between clients, family members, and healthcare providers to ensure a seamless intake experience.
  • Contacted insurance providers to check patient coverage.
  • Assisted clients in completing application documents when needed.
  • Received, reviewed, and processed client intake paperwork.
  • Collaborated with external agencies or organizations on behalf of clients.
  • Answered questions from potential clients regarding services provided by the organization.
  • Addressed and resolved client concerns or complaints related to the intake process.
  • Attended meetings with other departments to discuss client intake procedures and processes.
  • Scheduled appointments for new clients as needed.
  • Maintained accurate records of all client intakes in accordance with applicable regulations.
  • Managed confidential client data in compliance with HIPAA and other relevant regulations.
  • Facilitated communications by forwarding emails, transferring calls and filing documents.
  • Created spreadsheets in Microsoft Excel for record-keeping and reporting.
  • Participated in ongoing training and professional development related to intake procedures and client care.

Records Specialist

New Path Child & Family Solutions
Cincinnati, OH
01.2006 - 07.2011
  • Processed requests for information, providing prompt and accurate responses to internal and external queries.
  • Managed document filing systems for efficient retrieval and organization.
  • Reviewed records for accuracy and completeness before storage or destruction.
  • Assisted in audits by providing requested documents and records promptly.
  • Collaborated with departments to streamline record management processes.
  • Maintained confidentiality of sensitive information throughout record handling procedures.
  • Coordinated with other staff members in order to ensure timely delivery of requested materials.
  • Monitored compliance of recordkeeping processes across departments.
  • Managed the transfer of data between different storage mediums such as hard drives, tapes.
  • Verified documents and associated records to catch and resolve discrepancies.
  • Identified discrepancies between physical and digital records systems.
  • Maintained up-to-date filing systems in accordance with organizational policies.
  • Ensured that all records were properly labeled and filed away safely.
  • Processed requests from authorized personnel for access to confidential information.
  • Assisted with the development of new methods and procedures for managing records.
  • Archived inactive records according to established procedures.
  • Generated spreadsheets to track data related to records management.
  • Scanned paper documents into digital formats as needed.
  • Provided file, document and record access to appropriate personnel.
  • Performed administrative duties by answering calls, taking messages, data entry, typing tasks, and locating files upon request.
  • Strictly adhered to confidentiality dictations to safeguard information.
  • Prepared new files according to company needs and schedules.
  • Tracked file movement and researched document histories.
  • Monitored access to confidential records, ensuring adherence to privacy policies.
  • Oversaw the digitization of paper records, significantly reducing physical storage needs.
  • Coordinated the secure destruction of obsolete records in accordance with legal and company policies.
  • Liaised with IT department to resolve any technical issues affecting recordkeeping systems.

Property and Casualty Insurance Agent

Lewis Insurance Agency
Cincinnati, OH
05.2001 - 12.2005
  • Assisted clients in selecting appropriate insurance coverage options.
  • Educated customers about policy details and benefits effectively.
  • Explained coverage options to potential policyholders, answering questions or concerns.
  • Processed applications and maintained accurate client records consistently.
  • Conducted regular follow-ups to ensure customer satisfaction and retention.
  • Resolved client inquiries and issues promptly and professionally.
  • Reviewed policy renewals and recommended adjustments as needed.
  • Provided assistance with billing inquiries, payment processing, and customer service issues.
  • Responded promptly to customer inquiries via phone calls or emails in a professional manner.
  • Monitored and processed policy changes, renewals, cancellations, claims and other related paperwork accurately and timely.
  • Upsold products to policyholders and potential new clients.
  • Performed routine follow-up calls to assess customer satisfaction with products and services.
  • Collaborated with internal teams such as Underwriters and Claims Adjusters to ensure accuracy.
  • Conducted telephone appointments with prospective clients to build rapport and sell insurance services.
  • Conducted meetings or phone calls with potential clients to present insurance policies and answer questions.

Claims Representative Subrogation

Liberty Mutual
Long Island, NY
01.1986 - 04.1996
  • Evaluated and processed insurance claims according to company policies and industry standards.
  • Identified and pursued opportunities for subrogation to recover funds from third parties responsible for losses.
  • Conducted thorough investigations of claims by reviewing documents, interviewing involved parties, and consulting with experts.
  • Confirmed coverage and liability, negotiated settlements, and determined payments for claims with attorneys and third-party carriers.
  • Communicated effectively with policyholders, providing updates, and explaining the claims process.
  • Evaluated claims for accuracy and compliance with company standards.
  • Resolved complex discrepancies in policyholder files to facilitate accurate claim processing.
  • Assisted claimants, providers and clients with problems or questions regarding claims.

Education

Some College (No Degree) - Social Sciences

Suffolk County Community College
Selden, NY

Skills

  • Coordinating Care
  • Collaborative relationships
  • Excellent verbal and written communication skills
  • Client advocacy
  • Time management
  • Interpersonal skills
  • Solutions development
  • Individualized planning and goal setting

Certification

Formerly a licensed Foster Parent. My experience as a foster parent not only helped me grow in my field but also personally. I have developed a passion for helping young adults see their full potential and am dedicated to ensuring that they have all the supports that they need to do so. While working with New Path Child & Family Solutions I have completed Trauma Informed Care training, as well as receiving TIP certification (Transition to Independence program), TCI (therapeutic Crisis Intervention) and CPR.

Timeline

Bridges Liaison

New Path Child & Family Solutions
02.2020 - Current

Intake Coordinator for Crisis Stabilization Unit

New Path Child & Family Solutions
03.2015 - 02.2020

Intake Specialist for Central Access

New Path Child & Family Solutions
07.2011 - 03.2015

Records Specialist

New Path Child & Family Solutions
01.2006 - 07.2011

Property and Casualty Insurance Agent

Lewis Insurance Agency
05.2001 - 12.2005

Claims Representative Subrogation

Liberty Mutual
01.1986 - 04.1996

Some College (No Degree) - Social Sciences

Suffolk County Community College

Similar Profiles

CREATE PROFILE