Yajaira Garcia
Dallas,TX
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. Accustomed to treating diverse patient needs while managing dynamic conditions. Collaborative professional possessing excellent clinical knowledge and judgment combined with strong documentation and problem-solving abilities. Well-versed in managing emergent cases with poise.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Guía
Suvida Healthcare
Dallas, TX
06.2023 - Current
- Guia serves as a Health Guide, overseeing a panel of patients within a multidisciplinary primary care team. Their role involves supporting patients in meeting preventive, chronic, and acute care requirements. Guia actively engages patients to foster trusting, collaborative relationships with both patients and their families. They establish these connections in clinical settings and within the community, working closely with medical providers, nurses, medical assistants, and behavioral health specialists. Through empathetic collaboration, Guia aims to enhance patient outcomes significantly.
Licensed Insurance Agent
Globe Life Insurance
Dallas, Texas
02.2022 - 06.2023
- Working with businesses to manage insurance benefit coordination
- Processed applications and paperwork related to policy issuance or renewal.
- Maintained accurate records of client information in CRM software system.
- Attended industry conferences and seminars to stay up-to-date on changes in regulations and trends in the insurance sector.
- Built relationships with existing clients by providing exceptional service.
- Followed up with clients regularly to ensure satisfaction with services provided.
- Generated leads through cold calling, networking, referrals, and other marketing initiatives.
- Performed administrative tasks such as updating databases, filing paperwork.
- Advised clients on coverage amounts needed based on individual circumstances.
Conservatorship Specialist
Department of family service
Mount Pleasant, Texas
10.2013 - 02.2022
- Whenever a child must be removed from their home, Texas courts appoint Child Protective Services (CPS) to serve as a "Conservator" of the child. Conservatorship Specialists are a specific type of caseworker legally responsible for a child's welfare whenever they are removed from their home and monitors children's care while in CPS conservatorship They work closely with parents, extended family, and legal parties to help children find a permanent, safe place to live
- Ensured compliance with state regulations governing Social Caseworkers practices.
- Developed individualized plans for clients based on identified needs, strengths, abilities, and preferences.
- Conducted in-depth assessments of clients and their families to identify social, economic, and environmental needs.
- Attended court hearings when necessary to represent the best interests of the client.
- Conducted home visits to assess living conditions and provide guidance regarding safety issues.
- Collaborated with other agencies to coordinate resources and services for clients.
- Researched community resources to refer appropriate services for clients' needs.
- Coordinated transportation arrangements for appointments or activities as needed by clients.
- Assisted clients in developing life skills such as job search techniques, budgeting strategies, parenting skills.
- Monitored progress of clients by regularly assessing goals and objectives.
- Facilitated meetings with outside agencies to coordinate support services for clients.
- Maintained accurate case files to document all client contact information and interactions.
- Maintained updated progress notes and case record and documented children's progress in recreational activities, treatment plans and education.
- Followed strict policies and procedures to maintain client confidentiality and keep data private.
HIGH SCHOOL MENTOR
NTCC
Mount Pleasant, TX
01.2009 - 01.2011
- Provided guidance and support to high school students in various areas, such as academic performance, career development, and personal growth.
- Delivered presentations about topics such as goal setting, time management, stress reduction.
- Collaborated with teachers, administrators, parents and guardians, and other stakeholders to ensure successful outcomes.
- Provided guidance to students on the cost of attending college and various types of financial aid available.
- Reviewed financial aid applications and verified accuracy of information provided by applicants.
- Evaluated appeals submitted by students seeking additional funds due to special circumstances.
Lab assistant
NTCC
02.2009 - 07.2009
- Identified IT related problems and provided solutions to resolve them.
- Managed user accounts by creating logins, resetting passwords, configuring access levels.
- Assisted users with troubleshooting computer issues such as virus removal, printer setup and network connectivity.
CASHIER
REHKOPHS SUPER CENTER
03.2008 - 09.2008
- Maintained cleanliness of checkout area including countertops, registers, windowsills and floors.
- Conducted price checks for special orders or discounts as requested by customers.
- Performed other duties as assigned by management.
- Followed company security procedures for handling large sums of money.
- Resolved customer complaints professionally in accordance with company policy.
- Greeted customers and answered any questions they had about the store's products and services.
- Operated cash register efficiently and accurately, processed payments by cash, check, credit card, gift card or automatic debit.
Education
BA - Psychology, Commerce - Commerce
Texas A&M University - Commerce
Commerce, TX01.2013
Skills
- BILINGUAL
- Social Work
- Leadership
- Spanish
- Case Management
- Presentation skills
- Intake
- Salesforce
- EMR systems
- Care plans
- Discharge planning
- Customer service
- Social media management
- Communication skills
- Organizational skills
- Microsoft Excel
- Retail sales customer service
- Safety Planning
- Staff Development
- Good communication skills
- Conflict Mediation
- Data Entry
- Scheduling
Certification
- 2024 CPR Certification
- General Lines Agent 280395402-24-2022Active02-24-202204-30-2026
- CHW License Number: 16369 License Expiry: 12/31/2025
- Currently working on the completion of the CHW Instructor license.
Languages
Languages
Spanish
Professional
References
References available upon request.
Timeline
Guía
Suvida Healthcare
06.2023 - Current
Licensed Insurance Agent
Globe Life Insurance
02.2022 - 06.2023
Conservatorship Specialist
Department of family service
10.2013 - 02.2022
Lab assistant
NTCC
02.2009 - 07.2009
HIGH SCHOOL MENTOR
NTCC
01.2009 - 01.2011
CASHIER
REHKOPHS SUPER CENTER
03.2008 - 09.2008
BA - Psychology, Commerce - Commerce
Texas A&M University - Commerce