Professional Experience

Colonial Life- Longview, Texas

Licensed Agent / November 2022- September 2023

Prospect and cold call businesses to verify qualification requirements

Consult with clients and prospective clients to assess insurance needs, budget, financial planning goals, and other relevant details

Present rate quotes and coverage recommendations

Assist with long-term planning

Assist with completion of application and other necessary paperwork

Obtain underwriting approval

Maintain relationship and support to clients

Texas Home Health/ AccentCare – Longview, Texas

Client Service Manager / September 2017- October 2022

Manage caseload of approximately 220 patients

and 200 employees

Manage overall operations of the branch team

Ensure all contract and company guidelines are

within compliance regulations

Review and maximize company revenue requirements

Maintain communication with contract representatives

Implement business initiatives within team

Complete special projects as assigned

Responsible for oversight of daily activities including

recruiting, hiring, assessments review, scheduling of

field staff, risk management, payroll/billing, and compliance

Report all complaints to State agencies within timeframes

Complete home visits when needed

Bethany Home Health Care – Plano, Texas

Program Director / August 2013 – February 2017

Maintain monthly and annual company budgets and

Growth plans

Ensure all locations provide patient care according to

State guidelines.

Oversee and prepare for all State monitors

Prepare and ensure all company policies and procedures were within Federal, State, and company regulations

Ensure all patient and employee files were in compliance with Federal and State guidelines

Review Profit and Loss reports monthly to assure policies were supporting growth and make appropriate changes

Verify all patient insurance eligibilities monthly

Submit claims to company billing department

Skill Highlights

Budgeting and Finances

Bookkeeping

Payroll

Office Management

Team Leadership

Recruiting

Strong verbal and written communication

HIPPA & PHI compliance

Charting/Medical Record

Marketing & Cold Calling

Office Moral & How to Manage workplace conflicts trainings

Extensive Knowledge in the following software programs:

All Microsoft programs

QuickBooks

FreshBooks

TMHP

HealthTrust

ContinuLink

AlayaCare

Various Sales Software

Education

McLennan Community College

Waco, Texas 2008-2013

Completed courses towards RN program

Corrigan-Camden High School

Corrigan, Texas 2004

High School Diploma

Contact this candidate