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Skills

  • Natural motivator and Team builder.
  • Efficient in Microsoft Office suite.
  • Trilingual  (Spanish, Italian and English).
  • Cultural Acumen and Polished Customer Service Skills.
  • Can operate all type of office equipment: i.e. photocopier, fax machine, calculator, ten-key adding machine,  etc

Work experience

1/2018- 5/2018Present

Workers Compensation Specialist

Berkshire Hathaway
1/20185/2018

Claims Specialist I

Berkshire Hathaway

Managed worker 's compensation claims. Communicated with medical providers to obtain status reports and provide them claim information. Reviewed Requests for Authorization (RFAs) for Physical Therapy/Chiro/Acupuncture/Rx  and when necessary, assign transfers of Care (TOC) to specialty providers by researching the internal Medical Provider network website. Obtain  incident report from Employers and employees and report to special investigations unit or subrogation when veracity of account was questionable. Anticipate overall cost of claim and reserve funds accordingly. Maintain electronic diaries to follow up on claimant's progress/care.  Transfer complex claims to the indemnity department who then would address lost time, litigation, nature and extent,etc. Close claims once claimants are released from care or administratively discharged. Send appropriate notices throughout the whole process.

3/20179/2017

Field Interviewer/Assessor/ Observer

Westat Research Inc./RTI/Mathematica

Conducting  in-home 2-hour long computerized interviews with randomly selected households, for an International  Study sponsored by the U.S. Department of Education. All study related paperwork  handled via Fedex, and issues  discussed supervisor via a weekly phone call.

201612/2017

Life Insurance Agent

AFLAC

Sold life, accident, cancer and disability insurance products. Canvassed B2B getting appointments with business owners to promote AFLAC products. Conducted presentations and handled employee enrollments and claims. Explained yearly benefit enrollments to employees (HMO/PPO/FSA) and sold them on the ancillary products mentioned above.

20072015

Held several positions at:

RHA Inc. /Program Design and Management Co.

This company manages the "Energy Savings Assistance Program"- sponsored by SDGE.I  held several positions within this company...

*Outreach Coordinator (2007-2009)

Called property managers and home owners to explain the details of the program and procured their participation. Improved the Collection process of income documents, and property owner waivers by creating a series of letters that automated the process and increased the efficiency for collecting said documents. Created and maintained a property management/owner "contact information" database.

*Senior Administrative Staff (2009-2012)

Checked income paperwork provided by interested participants. Sent letters to customers requesting additional paperwork for verification of their income. Collected home owner documentation. Mentored my peers as necessary in the correct policies and procedures regarding acceptable income documentation. Through independent research verified property ownership, and public standing of business entities. I also worked closely with third party county offices (i.e. the County Assessors’ Office) to verify public records.

*Outreach Supervisor (2012-2014)

As an Outreach supervisor I coached and mentored my team on how to be more efficient out in the field. Wrote employee reviews and kept electronic files on employee one-on-one meetings, incidents and write-ups. Created visual displays to help track production and worked on special projects as assigned by my superiors (i.e. audits, customer service issues).

In addition, gave several weekly presentations at Energy Assistance workshops and answered customer’s questions and concerns about the Program. My responsibilities during these workshops were to pre-screen customers and verify income sources, as well as to schedule in-home weatherization assessments. Also, kept a database of all pre-screened customers and followed their enrollment process until the weatherization was completed and reported this information to my superiors on a weekly basis.

Lastly, at the beginning of 2014 helped set up a newly established Call Center and served as a coach and mentor for the new Customer Service Reps. 

*Senior Document Collection Specialist (2014-2016)

Helped set up a "Document Support Department"after a company re-organization in March of 2014 and served as a coach and mentor for the team. Identified problems and issues, and made changes that helped streamline the paperwork collection process. Dealt with employee concerns, and wrote recommendations for my superiors' review and possible action. Interviewed candidates for both customer service and outreach positions, and using a Power Point presentation, trained newly hired Outreach specialists on the collection of documentation.


 20022003

Traveling Team Supervisor

MATHEMATICA Policy Research Company

NATIONAL SCHOOL LUNCH PROGRAM: (Access, Participation, Eligibility and Certification Study): Sponsored by the US department of Health and the US Department of Education.

Traveled to schools throughout the western United States and carried out 'school lunch participant' audits . Coordinated and made travel arrangements for my team. Under deadline, monitored progress and completion of the data gathering process. Acted as liaison and answered questions about policies and procedures. Made and reconciled complex travel advances, as well as verified time and expense reports for my team. Collected, revised and packaged audit results. Prepared reports for my supervisor on a weekly basis and wrote subordinate reviews at the end of each trip.

 

References

Delia Williams/ Program Manager for Southern California Edison

(619) 666-9934

Marcela Earley/ Tax accountant at Intuit

 (858)278-7035

Education

19871989

Associate in Arts

Pasadena City College

Skills

      • Highly analytical, discerning, and an excellent trouble shooter with basic accounting skills.
      • Cultural Acumen and Polished Customer Service Skills.
      • Excellent written and oral skills
      • Fluent in Spanish, and Italian.
      • Efficient in Microsoft Office suite and knowledgeable with all types of office equipment.
      • Can work well independently or in teams.
      • Natural motivator and Team builder.
      • Experience with logistical arrangements for setting up community outreach events, conferences, catered events, travel and lodging.

      Certifications

      2016present

      Life Insurance Agent License

      California Department of Insurance
      20062006

      Certificate in Customer Service Skills

      Employment Development Dept.
      20062006

      Certificate in Workplace Communication

      Employment Development Dept.
      Sep 2005Nov 2005

      Certified Practitioner of Neuro-Linguistic Programming

      Life Design's Int. Neuro-Linguistic Training Center

      Rapport building through active listening and mirroring. 

      Sep 2003May 2004

      Professional Certificate in Translation and Interpretation

      UCSD Extended Studies

      Fluent in Spanish and Italian.

                         

                              

                                        References provided upon request