Sia Xiong

* Conduct client interviews by phone and in person to assess eligibility, needs, and compliance with public assistance programs.

* Manage inbound and outbound caseloads, including intake and continuing cases.

* Applying County and State policies to approve, deny, or modify cases in accordance with program regulations.

* Collect, verify, and document client information, observations, and supporting evidence.

* Process applications, redeterminations, and case updates while meeting deadlines and quality standards.

* Coordinate and forward referrals to appropriate programs and services.

* Navigate multiple County and State automated systems while maintaining strict confidentiality.

* Maintain accurate, up-to-date case records to support audits and program integrity.

* Provide clear explanations of program requirements, clean rights, and responsibilities.

* Conduct client consultations to assess financial protection needs and family circumstances.

* Educate clients on life insurance and long-term financial planning options in a clear, ethical manner.

* Gather and review confidential personal and financial information in compliance with regulatory requirements.

* Support underwriting by collecting documentation and following up to ensure timely application process.

* Maintain ongoing client relationships and conduct periodic needs reassessments.

* Work with diverse populations using a client-centered and culturally sensitive approach.

* Managed assigned accounts, monitored outstanding balances, and coordinated payment resolutions.

* Conducted high-volume client communications to resolve discrepancies and negotiate payment plans.

* Maintained detailed account documentation and escalated unresolved issues appropriately.

* Coordinated scheduling for 150+ employees across multiple job sites.

* Managed payroll processing, timekeeping systems, and employee records.

* Served as primary point of contact for employee scheduling and payroll concerns.