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Case Management Customer Service

Location:
Athol, MA
Posted:
August 04, 2025

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Resume:

Rebecca Roso

Case Management/ Career Coach

Athol, MA 01331

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

+1-774-***-****

Professional Summary

Dedicated and result-driven individual who comes to you with over 15 years of customer service experience and 5 years of case management. Attention to detail, compassion, discipline, and goal- oriented skills are vital to success, and I am looking to join a team where skills, experience, and dedication prove to be an asset.

Authorized to work in the US for any employer

Work Experience

Career Coach

Corporation for Public Management-Orange, MA

October 2021 to Present

• Process client referrals received through the Department of Transitional Assistance.

• Meet face to face with clients to conduct intake into the CIES program, where career goals and barriers are identified.

• Create a pathway plan with the client.

• Research and utilize community and state resources to better assist client in their educational and career goals.

• Implement a weekly schedule to provide structure and dependability for clients during their job readiness training.

• Report directly to the contract manager of DTA with weekly reports to include client updates, new referral status, and progress on active participants.

• Maintain weekly communication with multiple clients and provide case management and participant support.

• Submit billing every month to the billing department with 100% accuracy.

• Enter client information into the company billing database within 24 hours of intake.

• Create a detailed written assessment specific to each client and their goals.

• Facilitate on-site workshops on soft skills, job readiness training, and financial literacy.

• Attend and participate in biweekly DTA orientations and present as a provider to eligible participants who may be interested in enrolling.

Administrative Assistant

COMMUNITY HEALTHLINK-Worcester, MA

May 2018 to September 2021

Responsible for the daily administrative tasks for the TSS program. Oversee operations of Residential Counselors and the intake process from our Detox unit. Responsible for ordering and monitoring supplies. Providing direct support to our program director.

Office Administrator/Administrative Manager

You, Inc

September 2009 to September 2017

Provided Administrative support within the CSA program including: obtained authorizations, monitored claims and write offs and maintained direct contact with managed care companies.

Oversaw daily data entry and Inventory supply

Created and monitored over 160 active clients via Excel in regard to their eligibility, insurance status, claim status, authorization status

Oversaw and secured that all legally required documents were properly obtained and secured

Updated all clients' information onto the EHR system.

Oversaw billing of claims and ensured the prevention for loss of revenue

Participated in ongoing On the Job trainings to become more essential to lead the company team Education

Diploma

Southbridge High School-Southbridge, MA

Skills

• Leadership

• Customer service

• Cleaning

• Organizational skills

• Time management

• CPR (Less than 1 year)

• Case Management

• Mentoring

• CPR/ (Less than 1 year)

• Accounts Payable

• Supervising experience

• Windows

• Workforce development

• Conflict management

• Excel (8 years)

• Microsoft Office

• English

• Outlook

• Managed Care (4 years)

• Medical Billing

• Communication skills

• Computer skills

• Social work

• Intake

• Motivational interviewing

• Working with people with disabilities

• Driving

• Interviewing

• HIPAA

• Experience working with students

• Experience with children

• Care plans

• Working with people with developmental disabilities

• 80 wpm (Less than 1 year)

• Receptionist

• Microsoft Word (6 years)

• Behavior management

• CPR/AED (Less than 1 year)

• OSHA

• Administrative Assistant

• EHR systems

• Recruiting

Certifications and Licenses

Driver's License

Class D

Additional Information

PROFESSIONAL SKILLS

OFFICE ADMINISTRATION

Maintain the ability to keystroke an average of 80 wpm with complete accuracy

Proficient in Microsoft applications including: Word, PowerPoint, Excel and Publisher

Organized and efficient in workload

Excellent time management skills with proven ability to meet or exceed all deadlines

CPR/AED and HIPAA Certified

Exceptional customer service skills maintaining professionalism with both internal and external clients

MANAGEMENT

Result driven and ability to delegate tasks

Able to Prepare and facilitate trainings via PowerPoint

Qualified to provide training and able to facilitate workshops



Contact this candidate