Zoe Garcia
Moncks Corner,SC
Summary
Master of Social Work student with professional experience in healthcare coordination, insurance services, client advocacy, documentation, and cross-functional case resolution. Experience in working with individuals navigating complex healthcare, insurance, and service-related concerns while maintaining confidentiality and regulatory compliance. Seeking a client focused role in behavioral health, case management, family services, school-based services, or community support while completing graduate social work education.
Overview
3
3
years of professional experience
Work History
Policy Services Consultant
Progressive
02.2025 - Current
- Process policy changes, endorsements, payments, cancellations, renewals, and reinstatements while ensuring compliance with underwriting guidelines and state regulations.
- Support a high-volume caseload of customers experiencing complex insurance, billing, coverage, and policy concerns through active listening, problem-solving, and individualized guidance.
- De-escalate challenging customer interactions while identifying underlying concerns, explaining available options, and working toward appropriate resolutions.
- Maintain detailed and confidential documentation across multiple systems while adhering to state regulations, underwriting requirements, and organizational policies.
- Collaborate with underwriting and internal partners to resolve complex cases, determine appropriate escalation pathways, and ensure accurate outcomes.
- Consistently manage competing priorities, documentation requirements, and client needs in a highly regulated environment.
- Support team success through knowledge sharing, continuous learning, and participation in coaching and training opportunities.
- Remote
Patient Care Coordinator
PEC360
North Charleston, SC
04.2024 - 02.2025
- Coordinated communication among patients, healthcare providers, and insurance representatives to facilitate timely access to services and resolve barriers to care.
- Assisted patients with navigating insurance eligibility, authorization requirements, and healthcare-related administrative processes.
- Maintained accurate electronic patient records while adhering to HIPAA, confidentiality, and organizational documentation requirements.
- Identified missing documentation and authorization barriers and collaborated with appropriate stakeholders to facilitate resolution.
- Communicated complex healthcare and insurance information in an accessible, patient-centered manner.
- Remote
Real Estate Agent
Dean Aguilar Group (REAL Broker)
San Diego, CA
08.2023 - 05.2024
- Managed inbound and outbound real estate leads generated through Zillow Premier Agent and other lead sources.
- Guided prospective buyers and sellers through the home buying and selling process from initial consultation to closing.
- Conducted comparative market analyses (CMAs) by evaluating comparable properties, neighborhood trends, and local market conditions.
- Maintained and organized client information using CRM systems to track lead activity, communications, and transaction milestones.
- Coordinated communication between clients, lenders, title companies, and other parties involved in real estate transactions.
Education
Master of Social Work -
University of Kentucky
05-2028
Bachelor of Business Administration - undefined
American Public University System
12.2023
Skills
- CRM Software Proficiency
- Conflict Resolution and De-Escalation
- Multi-System Navigation
- Office Administration
- Teamwork and Collaboration
- Microsoft Office Suite
- Communication Skills
- Coaching & Peer Support
- Patient Support
- Electronic Medical Records
- Resource Coordination
- HIPAA Compliance
Timeline
Policy Services Consultant
Progressive
02.2025 - Current
Patient Care Coordinator
PEC360
04.2024 - 02.2025
Real Estate Agent
Dean Aguilar Group (REAL Broker)
08.2023 - 05.2024
Bachelor of Business Administration - undefined
American Public University System
Master of Social Work -
University of Kentucky