Sherri M. Basterrechea
Licensed Life Insurance agent & Enrollment Counselor
Meridian,ID
Summary
Knowledgeable Enrollment Advisor adept at helping students with applications and admissions. Detail-oriented and disciplined with excellent communication and multitasking abilities. Ready to bring extensive experience and take on a challenging new role.
Overview
6
6
years of professional experience
Work History
Family Enrollment Counselor
Pearson, Inc
Dover, MD
07.2020 - Current
- Heavy focus on building, maintaining successful relationships with families in the enrollment process while educating the benefits to virtual learning.
- Inbound and outbound calls meeting or exceeding enrollment and retention goals consistently.
- Liaison between school officials, families, and upper management as well incorporating effective multitasking and high level of attention
- Salesforce application for managing and monitoring numbers to increase productivity and success.
- Created and followed call scripts and flows to maximize effectiveness.
- Finalized and processed enrollment applications.
Behavioral Interventionist
Caldwell School District
Caldwell, Idaho
08.2019 - 07.2020
- Assessing different techniques and services that would support client/student, family and teachers in a classroom setting
- Offered crisis counseling and intervention at school, home and in community to support student needs.
- Signed diagnostic assessments and individual plans of care to initiate client treatments.
- Collaborated with team members, school personnel and family members to develop individual plans of care for students.
- Evaluated IEP for compliance with state and federal requirements regulations and rectified non-compliance issues immediately.
Case Management Specialist
Human Supports Of Idaho
Boise, Idaho
04.2019 - 09.2019
- Provided safety planning, crisis intervention, and case management to clients.
- Communicated with supervisor regarding issues related to case management, resourcing, service collaboration and development of new resources.
- Served as case coordinator, assuming responsibility for complex, high-volume assignments and guiding endeavors to successful completion.
- Made appropriate referrals, monitored client services in appropriate time frames, sought supervisory guidance as required, documented services provided and completed departmental billing procedures.
- Created well-written, effective care plans appropriately matching needs of clients following standards and guidelines of funders, contractors and governmental regulations.
- Assisted and accompanied clients and families to court, legal appointments, health care, public benefits and social or community agencies relative to client short- and long-term stabilization goals.
Case Manager
Recovery 4 Life
Boise, Idaho
09.2017 - 04.2019
- Helped patients receive appropriate, high-quality care with reasonable results.
- Partnered with physicians, social workers, activity therapists, nutritionists and case managers to develop and implement individualized care plans and documented patient interactions and interventions in electronic charting systems.
- Identified care needs of individual patients and coordinated responses based on physician advice, insurance limitations and procedural costs.
- Evaluated treatment plans against individual goals and healthcare standards.
- Consulted with clinicians to devise and manage ongoing care plans for at-risk patients.
- Educated patients and loved ones about different treatment options and outside care approaches to reduce burden on hospital resources.
- Managed support services and fostered communication among social workers, therapists, hospital staff and patients.
Interim K-12 School Counselor
Dietrich And Richfield Idaho School Districts
Shoshone County, Idaho
09.2015 - 06.2016
- Maintained positive relationships with students, faculty, alumni and administration.
- Reviewed and discussed new students' academic credentials, interests and educational goals.
- Provided crisis intervention in response to emergencies, employing existing trust and rapport to deescalate situations.
- Used data to monitor students' progress and recommend solutions for improvement.
- Assisted high school seniors complete college applications and meet requirements necessary for graduation.
- Organized college tours for graduating students and coordinated group visits from high schools.
- Empowered students through counseling and skill-building exercises.
- Used standardized assessments to evaluate abilities, interests and characteristics of different students.
Education
Bachelor of Arts - Social Work
Idaho State University
Pocatello, ID12.2016
Associate of Arts - Liberal Arts And Sciences
College of Southern Idaho
Twin Falls, ID12.2014
Skills
- Communicates effectively and respectfully
- Trustworthy and consistently dependable
- Eager to learn new ideas and concepts
- Not afraid to engage in conversations
- Well-rounded knowledge of technology
- Very adaptable to new situations
- Optimizes home office benefits
- Customer focused
- Customer Satisfaction
- Enrollment Procedures
- Client Relations Skills
- Treatment Plans
Additional Information
- IDAHO SOCIAL WORK LICENSE
- IDAHO LIFE INSURANCE LICENSE
Timeline
Family Enrollment Counselor
Pearson, Inc
07.2020 - Current
Behavioral Interventionist
Caldwell School District
08.2019 - 07.2020
Case Management Specialist
Human Supports Of Idaho
04.2019 - 09.2019
Case Manager
Recovery 4 Life
09.2017 - 04.2019
Interim K-12 School Counselor
Dietrich And Richfield Idaho School Districts
09.2015 - 06.2016
Bachelor of Arts - Social Work
Idaho State University
Associate of Arts - Liberal Arts And Sciences
College of Southern Idaho
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