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Customer Service Case Management

Location:
Irmo, SC
Posted:
January 02, 2024

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Resume:

Velicia Bridgett

*** ******** **** • Irmo • SC • 29063 803-***-**** (cell) 803-***-**** (hml) ad2dxu@r.postjobfree.com

QUALIFICATIONS

Organized and meticulous, with exceptional communication skills. Adept at building strong business

relationships with diverse ranges of customers, coworkers, and management. Demonstrates expertise in

training, planning, scheduling, and meeting the needs of clients. Able to coordinate and complete multiple

projects in a deadline-oriented environment. Quick learner, adapting easily to new protocols and changing environments.

SKILLS

Filing/ Data Archiving, Emails Telephone Reception Customer Service/Intake

Case Management Problem Solving Computerized Processes

Data Entry Multi-Tasking Multiple Computer Systems

Conflict Resolution Active Listening Organized and Detailed

PROFESSIONAL/INTERN EXPERIENCE-Overview

Recognized throughout career for client support, clerical support, case management and professionalism.

Provide case management services for clients while maintaining a case load: intake assessment, benefit assessment, goal setting, weekly and long-term care plan development, progress monitoring, individual money management, tenant education, in-home visits/ assessments, advocacy and referrals.

Conduct admission and discharge assessments.

Meet with clients in person and over the phone weekly or bi-weekly including follow-up meetings.

Connect families with needed and available community resources.

Maintain client charts and records accurately and timely. Register new clients. Organize client schedules. Complete admission and discharge papers. Coordinate activities for clients.

Contact landlords for validation of eviction notices. Conduct outreach to neighborhood schools.

Participate in regular staff meetings and training sessions.

Demonstrate ability to maintain composure and work efficiently in a face-paced environment.

Maintain filing system and other administrative duties as assigned.

Results: Proved to be successful in completing work study and internships.

WORK/INTERNSHIP CHRONOLOGY

Telus Health International-Formerly Lifeworks (04/11/23-10/06/23 ) Client Customer Representative/Remote

Liveops/Exact Sciences Laboratories (03/18/22-03/13/23) Customer Service Representative/work remote position

TTEC At Home LLC (07/22/2020-03/15/22), Work from Home, Remote. Client/Bank of America Prepaid Bank of America/ Fraud/Risk Agent

Families First –Adoption Care Home Study Specialist-, Atlanta GA (March 2019-March 2020)

Arise Virtual Solutions Inc.-Customer Service Representative: Barnes & Noble (Client)/Carnival Cruise line (Client) Independent Contractor/Work from Home/November 2017-March-2019

Social Work Internship/Work-Study-Rice Estates/Arbor Rehabilitation Center, Columbia, S.C., November 2015-May 2016

Social Work Internship-Senior Resources, Inc., Columbia, S.C., January 2013- June 2013

Social Work Internship-Department of Juvenile Justice/work-study –June 2012-January 2013

Program Coordinator (work-study)- Columbia Housing Authority, Columbia, S.C., August 2012-May 2013

Social Work Internship-Alston Wilkes Society, Columbia, S.C., January 2012- May 2012

Early Education Practicum Internship-Shandon Presbyterian Church, Columbia, S.C., My 2007-July 2007

Youth Summer Program Coordinator (work) - Columbia Urban League Job Service, Columbia, S.C., May 1997-August 1997, May 1998-August 1998; May 2001, 2002-August 2001,2002.

COMPUTER PROFICIENCIES

Microsoft Office Suite (Word, Excel, PowerPoint, Outlook, Access), Windows XP, Windows 7, Data entry, Typing, Email Analytics, and or Chat, Onenote, 5/9, Avaya, Epic, Teams meet, Zoom meet, Symphoni, Panorama, Zen, Google Note, Amazon Soft Phone, Centrix, Various CRM Systems

EDUCATION

Master of Psychology, Walden University (2016-active)

Master of Social Work, Walden University (11/13/2016)

Bachelor of Social Work, University of South Carolina (12/16/2014)

Associate of Early Education and Public Service, Midlands Technical College (8/11/2008)

Associate of Arts, Midlands Technical College (12/12/2005)

COMMUNITY SERVICE

Jack n Jill of America, Columbia Urban League Inc Summer Work Program, USWSA, Walk a Mile in My Shoes (for domestic violence), Race for the Place (St. Lawrence Place) Helped to create a Community organizational assessment for the Irmo, S.C area.

JOB EXPERIENCE

Lifeworks/Telus Health International (04-11/23-10/06/23) Work from home/Remote position. Responsibilities: Assess clients presenting issues and modality to refer or book them with counselors, community resources and providers that best address their needs. Create client records, transfer calls on demand and internal Clinical Client Counselors. Follow directives, adhere to the company and policy and HIPPA. Attending training and complete self-training courses, adhere to your scheduled work time and notate all calls in CR.

Liveops/Exact Sciences Laboratories (03/18/22-04/6/23) Work from home/Remote position. Responsibilities: Assist Clients with request for colon screening test, Covid test and various other at home testing’s, schedule deliveries and pick-ups, provide result by phone, email or mail. Update records, create new client records, and notate all calls in CRM. Other responsibilities were to stay updated with lessons independently via modules and group trainings, adhere to company policy and directives and HIPPA.

TTEC At Home LLC (07/22/2020-03/15/23), Work from Home, Remote. Client/Bank of America Prepaid Cards (BOFA)/Fraud/Risk Department. Responsibilities: Answering incoming calls and transfers to assist customers and to protect BOFA’s card and program policies by detecting fraud trends and use preventive measures to prevent and or lessen financial and program damages for customers and BOFA, notating fraud trends and opening and closing fraud cases using various verification systems.

Families First (03/22/201*-**-**-****)–Adoption Care Home Study Specialist-, responsibilities consisted of preparing and assessing families desiring to become adoptive parents. Potential candidates are required to complete a home study, provide referrals if requested. Provide education to prospective families regarding family centered practices, take part in recruiting events, and occasionally co-lead training sessions.

Diamond House Virtual Services (Arise Virtual Portal), Customer Service Representative: Barnes & Noble (Client-current), Carnival Cruise Line/(Client-2018) /Independent Contractor/Work from Home. Remote (November 2017-February 2019) Responsibilities: Answer incoming calls concerning orders/billing/tracking/complaints and technical issues via phone or email /adhere to client policy, rules and regulations /maintain courteous and professional mannerism when interacting with customers and notate all calls using client system.

Rice Estates/Arbor Rehabilitation Center, Columbia, S.C (2015-2016) Admitting Social Worker- Responsibilities: Administering admission assessments on new clients, administering quarterly assessments on clients, working with multidisciplinary team, explaining and completing Advance Directives if requested, filing, administering daily notation on clients progress via the companies computer program, applying analytical, thinking, meeting with clients family if requested, providing notation to nursing and occupational and physical therapy staff, assist with locating resources for home equipment, transportation to home (if unable to ride in standard vehicle), provide resources to clients to assist with medications, home care and or counseling.

Department of Juvenile Justice, Columbia, S.C (2013-2014) Responsibilities: Administer one on one and group sessions and counseling, apply behavior modification interventions, meet with multidisciplinary team, meet or with family/ guardians when requested or if necessary, assist juvenile with studies and positive conflict resolution, provide notation weekly for your caseload, adhere by the rules/regulations and policy of the correctional institution.

Midlands Senior Resource Center, Inc., Columbia, S.C (2013-2013) Responsibilities: Programs/Senior Volunteer Program/Volunteer Grandparent Program; assist volunteers by providing training, made home visits to clients, administered assessments on new clients and prospective clients, visited schools to assess grandparent volunteers with assigned classroom teachers and administration, completed progress reports on all volunteers.

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