Regla Concepcion
Miami
Summary
Seasoned Senior Case Manager with significant experience in managing large caseloads, developing effective case management plans, and advocating for agents and clients needs. Strengths include strong leadership skills, exceptional organizational abilities, and adept communication skills. Previous roles have involved impactful contributions such as fostering positive relationships with agents and clients, coordinating services to meet individual needs, and ensuring compliance with legal requirements.
Overview
28
28
years of professional experience
Work History
Senior Case Manager
The Rosenthal Agency, Inc.
Miami
09.2024 - Current
- Provided case management services, including intake, assessment, follow-up, assisting the agents, communicating and working with the underwriters, maintaining accurate case records, and monitoring the staff on progress towards goals.
- Developed a comprehensive agent-driven case plan with short- and long-term goals.
- Performed audits of objectives and case progression for case management team.
- Served as a liaison between agents and carriers, providing information on behalf of the client's case.
Office Administrator
Schwabe and Associates, Inc.
Miami
03.1997 - 07.2024
- Coordinated office operations to ensure efficient workflow and communication.
- Assisted in the preparation of reports and presentations for client meetings.
- Coordinated and managed daily administrative operations of the office.
- Interacted professionally with customers and inside personnel, answering questions and responding to phone and email inquiries.
- Reviewed documents and obtained additional information to complete accurate paperwork and avoid delays.
- Prepared special reports by collecting, analyzing and summarizing information from various sources.
Education
High School Diploma -
Hialeah High School
Hialeah, FL06-1985
Some College (No Degree) - Business Administration
Miami Dade College
Miami, FLSkills
- Case management
- Goal setting
- Client relations
- Problem solving
- Insurance collaboration
- Records management
- Case documentation
- Organization and multitasking
- Decision-making
- Data entry and analysis
- Staff management
Affiliations
* The ability to communicate with people
* Bookkeeping
* Management
Languages
Spanish
Professional
English
Professional
References
References available upon request.
Timeline
Senior Case Manager
The Rosenthal Agency, Inc.
09.2024 - Current
Office Administrator
Schwabe and Associates, Inc.
03.1997 - 07.2024
High School Diploma -
Hialeah High School
Some College (No Degree) - Business Administration
Miami Dade College
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