Independent Sales Agent - Colonial/Brooks Agency - Lindale, TX
(2024-11)
- Build trusting relationships with clients through personalized consultations.
- Maintain detailed client records using CRM software.
- Coordinate appointments, follow-up communications, and documentation.
- Demonstrate strong organizational, communication, and customer service skills.
Field Relations Coordinator - Texas Children's Health Plan - Tyler, TX
(2021-10 - 2024-07)
- Performed comprehensive member assessments to identify medical, behavioral health, and social service needs.
- Assisted members with Medicaid eligibility, applications, and renewals.
- Coordinated referrals to healthcare providers, behavioral health services, transportation, and community agencies.
- Connected members with housing, food assistance, financial resources, and other community services.
- Collaborated with physicians, care coordinators, caregivers, and community partners to improve health outcomes.
- Maintained accurate case documentation and monitored service outcomes.
- Assisted with implementation of new programs and quality improvement initiatives.
Patient Services Coordinator - The University of Texas Health Science Center at Tyler - Tyler, TX
(2013-09 - 2021-09)
- Provided comprehensive case management for diverse patient populations.
- Conducted client intake and maintained complete, accurate, and confidential patient records.
- Coordinated referrals for home health, hospice, transportation, medication assistance, and community resources.
- Assisted patients in accessing healthcare, financial assistance, and support services.
- Served as a Certified Community Health Worker providing education and community outreach.
- Maintained compliance with NCQA quality standards and organizational policies.
- Prepared reports, tracked documentation, and ensured timely completion of required paperwork.
- Trained new staff on documentation standards, workflows, and customer service expectations.
Classification Case Manager - Dawson State Jail - Dallas, TX
(2012-07 - 2013-08)
- Completed intake assessments and maintained detailed case files.
- Interviewed individuals to determine service needs and appropriate program placement.
- Developed individualized service plans and coordinated institutional resources.
- Prepared confidential reports and maintained accurate documentation.
- Collaborated with multiple agencies and stakeholders to support successful case management.
Clinical Operations Specialist - Managed Health Network
(2008-05 - 2011-08)
- Coordinated placement into psychiatric, residential, and substance use treatment programs.
- Connected clients with healthcare providers and community resources.
- Managed crisis situations while ensuring continuity of care.
- Maintained detailed documentation and confidential client records.
Probation Officer - Smith County Community Supervision & Corrections Department - Tyler, TX
(2004-09 - 2008-02)
- Managed complex caseloads while ensuring compliance with court-ordered conditions.
- Conducted assessments and developed individualized supervision plans.
- Connected clients with housing, treatment programs, employment services, counseling, and community resources.
- Prepared professional reports and maintained accurate case documentation.
- Served as a client advocate while balancing rehabilitation goals and public safety.
- Collaborated with courts, treatment providers, and community organizations.
