Montgomery Street, San Francisco, CA Home: (555) 432-1000 - Cell: - resumesample@example.com - -
Professional Summary
Highly motivated Sales Associate with extensive customer service and sales experience. Outgoing sales professional with track record of driving increased sales, improving buying experience and elevating company profile with target market.
Skills
Agency
Benefits
Charts
Conferences
Clients
Client
Email
Faxes
Filing
Insurance
Notes
Materials
Meetings
Mail
Office
Organizing
Policies
Presentations
Progress
Quality assurance
Reception
Receptionist
Recording
Spreadsheets
Supervisor
Telephone
Work History
01/2016 to 10/2021
Associate DirectorDevbridge Group – Chicago, IL,
Provide guidance and support for project residents
Supervise and support staff with all daily tasks and provide caseloads
Ensure that the practical needs of residents are met (in conjunction with volunteers), i.e., all ADL’s, etc
Ensure a safe and secure environment and maintains high operational standards within the project
Assess the needs of residents and refer them on to appropriate agencies and social service programs
Develop support plans to coordinate services for a number of residents on a regular basis, recording the work appropriately, advocating for them, organizing files, and updating supervisor and project team on their progress
Build professional relationships and assist residents with difficult or problematic situations in a sensitive manner
Serve as a liaison with the OSH, emergency services and other private and public social services agencies with particular regard to housing, health, and benefits issues
Assist with reception and administration duties as scheduled
Ensure adherence to all quality assurance policies and procedures.
08/2015 to 12/2015
ICM Case ManagerRiver Edge – Macon, GA,
Ability to understand and bill units daily, as well as complete and maintain accurate progress notes
Attended all client appointments and schedule and support during the client visit
Identified all linkages for clients to make appropriate referrals
Maintained electronic and paper files for an entire case load
Made copies, sent faxes and handled all incoming and outgoing correspondence for clients
Facilitated working relationships with outside linkages and clients
Organized files, developed spreadsheets, faxed reports and requests and scanned documents
Created weekly and monthly reports and presentations and meetings for clients
Managed the day-to-day calendar for each individual client
Received and screened a high volume of internal and external communications for clients
Managed insurance records, client charts and company files using online and in-office filing system
Maintained relationships with clients in transition until they’re able to receive services from another agency
Facilitated transport of clients to social service appointments for retrieval of demographic information
Handled and processed confidential client information.
03/2014 to 03/2015
Case ManagerGallagher Bassett Nz Ltd – Laguna Hills, CA,
Conducted intake and assessments for clients
Scheduled and followed through with all client appointments
Identified social service resources for clients to make appropriate referrals
Designed electronic file systems and maintained electronic and paper files
Drafted meeting agendas supplied advance materials and executed follow-up for meetings and team conferences
Made copies, sent faxes, and handled all incoming and outgoing correspondence for clients
Facilitated working relationships with outside linkages and clients
Organized files, developed spreadsheets, faxed reports, and scanned documents
Created weekly and monthly reports and presentations, as well as meetings for clients
Managed the day-to-day calendar for each individual client
Received and screened a high volume of internal and external communications for clients
Managed insurance records, client charts and company files using online and in-office filing system
Conducted and organized ADL groups on a weekly basis
Maintained relationships with clients in transition until they are able to receive services from another agency
Improved communication efficiency as primary liaison between departments, clients and vendors designated
Facilitated transport of clients to social service appointments for retrieval of demographic information
Handled and processed confidential client information.
05/2005 to 08/2012
Senior AdministratorMetlife, Inc. – Spicewood, TX,
Managed receptionist area greeted visitors and responded to telephone and in-person requests
Designed electronic file systems and maintained electronic and paper files
Drafted meeting agendas supplied advance materials and executed follow-up for meetings and team conferences
Made copies, sent faxes, and handled all incoming and outgoing correspondence
Organized files, developed spreadsheets, faxed reports, and scanned documents
Created weekly and monthly reports and presentations
Managed the day-to-day calendar for the company's senior directors
Received and screened a high volume of internal and external communications, including email and mail
Managed daily office operations and maintenance of equipment
Managed insurance records, patient charts and company files using online and in-office filing system
Updated patient accounts and information on a daily basis
Handled and processed confidential patient information.
Education
Expected in 2023
Masters: Human Services Walden University - , GPA:
Expected in 2010
Bachelor of Science: Criminal Justice Administration University of Phoenix - Philadelphia, PA GPA:
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