Provide expert consultation on Medicare Advantage, Supplement, and Prescription Drug Plans, ensuring CMS compliance and offering tailored coverage solutions.
Guide clients through Medicare enrollment, eligibility, and plan comparisons, simplifying complex options into actionable choices.
Complete advanced Medicare training to stay current on policy changes and enhance service offerings.
Offer ongoing support to clients while mentoring colleagues to improve team performance and expertise.
Lead Intake Coordinator
Sarah Care USA
08.2023 - 08.2024
Managed intake for new clients, ensuring accurate collection of personal, medical, and insurance information for smooth transitions to homecare services.
Coordinated with healthcare providers and case managers to develop customized care plans, improving service delivery efficiency.
Provided exceptional customer service by addressing client inquiries, explaining care options, and guiding access to resources.
Maintained high client satisfaction and retention through consistent communication and personalized care solutions.
Paralegal
Law Offices of Kim & Associates, P.C.
08.2021 - 08.2023
Drafted and reviewed settlement agreements, demand letters, and legal documents to ensure accuracy and compliance with personal injury statutes.
Conducted legal research on case law, statutes, and regulations to support attorneys in developing effective legal strategies.
Analyzed medical records, accident reports, and financial documents to assess damages and strengthen client claims.
Facilitated favorable settlements by preparing and organizing case files, enhancing attorney-client outcomes.
Volunteer Board Secretary at Chinese Buddhist Culture Association, USA (CBCA)Volunteer Board Secretary at Chinese Buddhist Culture Association, USA (CBCA)