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.