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Personal Assistant Customer Service

Location:
Richmond Hill, NY
Salary:
40,000
Posted:
August 04, 2018

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Resume:

INGRID GONZALEZ

**** ****** ******* *** **

Woodhaven NY 11421

646-***-****

***************@*****.***

WORK EXPERIENCE:

May 2016 – Present FreedomCare NY Queens NY

Manager of Business Development Intake Specialist Team

Learning the rules and regulation of CDPAP (Consumer Direct Personal Assistant Program).

Responsible for generating new patients.

Enrolled over 50 members in a month.

Directed patients on how they can obtain Medicaid to join the CDPAP program

Organized and attended outreach events to promote the agency.

Helped patients schedule Maximus and advise them on different MLTC’s options.

Attending events to promote FreedomCare NY CDPAP program such as nursing homes and doctor offices etc.

Able to use ePaces. (Knowledge of Medicare, Medicaid and private insurance coverage guidelines)

Assisted Director in meetings on how to improve the intake dept.

Assisted Director in assuring that the team followed procedures during his absence.

Using salesforce to enter patients and callers into the system.

Made sure that customer service was a priority between the patient and personal assistant.

Requesting authorizations from MMC and MLTC

Making sure authorizations had the correction units to service the patient.

Communicate with RNs to ensure professional home care assessments are conducted for successful enrollment into MLTC

Updated all records every 3-7 days

Enrolled over 600 patients in one year

April 2015 – May 2016 Caring Professionals Queens NY

Coordinator/ Intake Specialist

Learning the rules and regulation of CDPAP (Consumer Direct Personal Assistant Program).

Enrolled Patients for regular HHA services and would follow up with Manager of that dept. to assure we had Aids to provide service.

Scheduling Personal Assistant schedules on HHA exchange.

Making sure the personal assistants have the proper paperwork to begin serving the patient.

Responsible for generating new patients.

Enrolled over 40 members in a month.

Maintained confidentiality of individual records at all times.

Signing up patients and personal assistants at their homes or in the office.

Helped patients schedule Maximus and advise them on different MLTC’s options.

Communicate with RNs to ensure professional home care assessments are conducted for successful enrollment into MLTC

Attending events to promote Caring Professionals CDPAP program such as nursing homes and doctor offices.

Able to use ePaces. (Knowledge of Medicare, Medicaid and private insurance coverage guidelines)

Created master week for the personal assistant on Caring Assistant program HHA Exchange.

Enter Weekly Timesheets into HHA exchange (Caring Assistance) and process payments.

Made sure that customer service was a priority between the patient and personal assistant.

Called Patients bi weekly to make sure they were satisfied with their personal assistant.

Updated weekly notes in RM.

Participated in bi-weekly staff meetings and offered input and recommendations regarding client progress.

March 2013 –April 2015 Inner Force Tots Brooklyn NY

School Coordinator/ Family Advocate

Providing information to incoming calls and responding to internal requests on timely manner regarding enrollment.

Referrals for parents that may need assistant.

Take applications to ACS for placement.

Conducting Family Assessment questions.

Provided Families with job placements, referrals for Medicaid assistance, afterschool scholarship programs,

Conducted home meetings,

Provided families assistance in helping them with communication between the school and families if there were issues.

Organizing community events. Attending events with local politicians and other schools.

Keeping Track of files (intake folders, Waiting List and Dropped students).

Taking Attendance for my assigned classrooms.

Greeting Students, Staff and Visitors as they visit our facilities.

November 2011 –March 2013 Beny Sofer Inc New York NY Administrative Assistant/ Receptionist

Responsible for managing all executive level administrative tasks that includes conference calls, meetings and arrangement of travel.

First point of contact for clients visiting the firm.

Ordering supplies, maintained inventory.

Providing information to incoming calls and responding to internal requests on timely manner.

Assisting in developing reports and presentations.

Handle confidential and sensitive information with utmost discretion (Handing expensive products such as diamonds and jewelry).

Supporting sales team with ensuring information is complete on orders, processing orders and checking on status.

Responsible for recording documents and presentations in Microsoft Office programs.

Entering 50-100 FedEx shipment, Malca -Amit, D2D, Brinks, UPS, AIB Express (domestic and International).

Assisting the Jewelry Department in preparing merchandise for JCK shows.

October 2008-February 2011 Creative Merchandise Group LLC/ Edge Capital LLC New York NY

Administrative Assistant/ Receptionist

Answered the phones for 5 companies, took messages, directed calls to proper department, and provided customer service.

First point of contact for clients visiting the firm.

Executive support for the two owners of the firm: travel arrangements, calendar management and personal assistant duties.

Ensured invoices are correct using Easy Link, Retail Link and Sales Journal service.

Prepared attendance spreadsheets, created in-dept. reports, documents and spreadsheets for company meetings.

In charge of ordering all office supplies, also knowledgeable in Fed EX shipping.

Entered invoices into Aria System (billing).

Ensured building leases stay current and payments are received by tenant; contact superintendent for repairs.

Kept the showroom in order.

Sent and received samples from China.

June 2004- April 2007 EPS Judicial Process Service Long Island City NY

Executive Receptionist

Answered the phones, directed calls, took messages, customer service, and drafted email correspondence.

Ordered all office supplies.

Drafted affidavits and Certificate of Services to be filed with the court under strict deadlines.

Coursework to learn CPLR Rules (to file proper court files in proper department).

Served legal documents (Individual and/or Company).

Managed weekly deposits with bank.

Manually entered payroll each week.

QUALIFICATIONS:

Bilingual Spanish, reading and writing. Strong command of MS Suite including Excel and PowerPoint, Adobe 7.0,

AS-400, Isonet, Easylink Service, Retail Link, FDR, LMS, Access Control Advantage, SAS, Passage Point, HHA Exchange (RM

And Caring Assistance) Rules and regulation of CDPAP. Able to work independently or on a team, multitask, prioritize, function

under a deadline, and excellent communication skills.

EDUCATION:

Boricua College 2015 (Bachelor Degree) Awards: Honor Roll Society, GPA 3.78

Major Human Services

Boricua College 2008 (Associates Degree)

Major Liberal Arts; Awards: Honor Roll Society, GPA 4.0



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