Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Teresa Beckley-Anderson

San Bernardino

Summary

Accomplished Case Manager adept at handling high caseloads without sacrificing quality of care. Operates exceptionally well in high-pressure environments. Recommends best resources and courses of action to benefit patient needs and return each to optimal quality of life.

Overview

1
1
Certification
7
7
years of professional experience

Work History

Case Manager

Social Vocational Services
San Bernardino
11.2025 - Current
  • Developed personalized care plans and treatment goals for clients.
  • Conducted assessments to identify client needs and behavioral health challenges.
  • Coordinated communication among clients and multidisciplinary healthcare teams to ensure cohesive care delivery.
  • Monitored client progress and adjusted care plans to enhance client outcomes.
  • Supported patients by evaluating effectiveness of care plans and implementing necessary modifications to achieve desired results.
  • Maintained accurate documentation of all client activities in accordance with state regulations.
  • Developed individual service plans that addressed specific needs of each client served.

Life Insurance Agent

American Legacy Solutions
West Covina
04.2024 - 08.2025
  • Guided clients in selecting tailored life insurance policies to align with individual needs.
  • Engaged with clients to assess needs and recommend optimal insurance solutions.
  • Assisted customers in selecting the right life insurance coverage for their needs.
  • Performed comprehensive policy reviews to confirm alignment with client objectives.
  • Calculated premiums and established payment methods.
  • Collaborated with team members to address client inquiries and concerns.

Life Insurance Agent

Primerica Life Insurance Company
Ontario
10.2019 - 09.2024
  • Educated clients on policy benefits and coverage options, enhancing their understanding and decision-making.
  • Evaluated current financial situation of clients before recommending any policy changes.
  • Conducted policy reviews to ensure client needs were met.
  • Negotiated policy terms with clients, aligning their needs with optimal benefits for both parties.
  • Developed and maintained strong relationships with clients for retention.
  • Scheduled appointments to discuss policy updates and changes.
  • Managed and organized client databases using company software systems to ensure efficient access to client information.

Education

Bachelor of Science - Criminal Justice

Post University
Waterbury, CT
08-2028

Some College (No Degree) - Claims Adjuster

WebCE
07-2026

Skills

  • Client assessment
  • Care plan creation
  • Regulatory compliance
  • Documentation management
  • Caseload management
  • Data analysis
  • Cross-functional collaboration
  • Effective communication
  • Problem resolution
  • Client advocacy

Certification

  • Life Licensed in California and Texas
  • Notary Public in California

Timeline

Case Manager

Social Vocational Services
11.2025 - Current

Life Insurance Agent

American Legacy Solutions
04.2024 - 08.2025

Life Insurance Agent

Primerica Life Insurance Company
10.2019 - 09.2024

Bachelor of Science - Criminal Justice

Post University

Some College (No Degree) - Claims Adjuster

WebCE
Teresa Beckley-Anderson