Wendy Florvil
Ruskin,USA
Summary
Dynamic professional with a proven track record in case management and insurance sales, notably at J&M Support Coordination. Excelled in cultivating relationships and advocating for clients, blending critical thinking with empathy. Skilled in HIPAA compliance and client advocacy, consistently achieving positive outcomes. Passionate about empowering individuals through informed decision-making and comprehensive support.
Overview
9
9
years of professional experience
Work History
Case Manager /Discharge Coordinator
Centerstone of Florida
Bradenton, FL
08.2025 - 12.2025
- Facilitated communication between clients and multidisciplinary teams.
- Monitored client progress and adjusted care strategies as needed.
- Educated clients on available community resources and support services.
- Documented case notes and maintained accurate client records.
- Advocated for client needs within the healthcare system.
- Provided case management services including intake, assessment, crisis intervention, advocacy, referral and monitoring of families.
- Maintained accurate case records and documentation according to agency guidelines.
- Counseled clients on available resources within the community that could help meet their needs.
- Provided referrals to appropriate health care providers or other community resources.
- Maintained logs and electronic client records following department and agency policies for effective monitoring.
- Assisted individuals with eligibility for available benefits.
Case Manager/WSC
J&M Support Coordination
Tampa, FL
08.2023 - 02.2025
- Cultivated relationships with potential employers and referral agencies.
- Set goals with clients related to employment and financial planning, and worked with them to track progress.
- Worked with senior case managers to coordinate team development activities and trainings.
- Referred consumers and families to community resources to improve well-being and quality of life.
- Identified and addressed clients' barriers to self-sufficiency such as substance abuse and educational deficiencies.
- Referred families to shelters, legal resources and educational program.
- Reviewed treatment plans against individual goals and healthcare standards.
- Maintained up-to-date case records, with case activity status.
Medicaid Waiver Case Manager
Adept Community Services
Tampa, FL
08.2016 - 04.2021
- Gathered information from families and social services agencies to inform treatment planning.
- Coordinated care for medically complex patients experiencing difficulties obtaining social services.
- Explained eligibility details and affordability options to patients with kindness and respect.
- Reviewed criteria for different aid programs to determine eligibility for various applicants.
- Assisted in developing departmental policies and procedures related to case management practices.
- Educated clients on options to assist in making informed decisions.
- Organized educational seminars for family members of clients to inform them about available resources.
- Advocated for clients to resolve medical or personal crises.
- Assessed client's functional abilities, medical condition, and living situation.
- Provided crisis intervention services during emergency situations.
- Advocates on behalf of the client by acting as liaison between them and community providers and agencies offering assistance programs or services.
- Participated in interdisciplinary team meetings to discuss client progress and plan interventions accordingly.
- Monitored changes in client's physical and emotional condition and provided appropriate referrals when needed.
- Demonstrated strong problem-solving skills, resolving issues efficiently and effectively.
- Maintained updated knowledge through continuing education and advanced training.
Life Insurance Sales Agent
Combined Insurance
Tampa, FL
09.2019 - 02.2020
- Interviewed prospective clients to gather information on financial needs, and discuss existing coverage.
- Communicated with clients to understand their needs and identify the best policies for each case.
- Created documents comparing offered products and prices to enable agents to quickly prepare quotes.
- Monitored clients' insurance coverages to ensure that changing needs were met.
Education
Master of Arts - Applied Behavior Analysis
Prudue Global
02-2027
Bachelor of Arts - Psychology
John Jay College of Criminal Justice
New York01.2014
Skills
- Customer follow-up
- Cross-selling and upselling
- Policy adjustment knowledge
- Friendly, positive attitude
- People skills
- Planning
- Critical thinking
- Current health and insurance license
- Case planning
- MS office
- Stress management
- HIPAA compliance
- Empathy and compassion
- Crisis intervention
- Report writing
- Case management tracking
- Emotional awareness
- Client advocacy
- Documentation and reporting
- Interdisciplinary collaboration
- Treatment planning
- Community resource navigation
- Goal setting
- Effective communication
- Discharge planning
- Time management
- Client empowerment
- Community outreach
- Needs assessment
- Problem-solving
- Positive attitude
- Decision-making
Timeline
Case Manager /Discharge Coordinator
Centerstone of Florida
08.2025 - 12.2025
Case Manager/WSC
J&M Support Coordination
08.2023 - 02.2025
Life Insurance Sales Agent
Combined Insurance
09.2019 - 02.2020
Medicaid Waiver Case Manager
Adept Community Services
08.2016 - 04.2021
Master of Arts - Applied Behavior Analysis
Prudue Global
Bachelor of Arts - Psychology
John Jay College of Criminal Justice