Client Services Manager

• Sep 2022 - Present

Individualized Youth Services Mentor

• Aug 2018 - May 2023

Prepare documents and maintain confidential patient documentation and comply with HIPAA regulations to ensure safety and confidentiality of data, staff, and clients. Teach clients effective interpersonal communication and social skills to help them to be successful out in the community. Establish close relationships with our clients, their families and other mentors and lead staff. Completed essential training (Non physical intervention training, blood borne pathogen, med training, epi-pen, CCS) prior to starting work in order to successfully and safely work. Administer and give medication to clients as needed. Show less

Financial Representative

• Apr 2021 - Mar 2022

Consulted and analyzed client’s information to develop a plan that fits into each client’s financial plan by budgeting and allocating income, while simultaneously addressing potential risks. Managed and kept track of the contract/application process of all clients by using the DSR (Daily Status Report), and then taking prompt actions to complete the tasks needed in order to successfully meet requirements and deadlines. Remained proactive and managed book of business by using CRM on a daily basis to enhance organization of information, track client relationships, stay up-to-date on leads and prospects, appointments kept/rescheduled, documentation of case notes. Prepared illustrations and policies for clients and then reviewed and explained to them the terms and conditions of our policy’s contracts in order to address questions the client may have, have transparency, and ensure compliance. Built relationships with clients by acting in a fiduciary manner to ensure that our clients’ needs are always put first. Worked and collaborated cohesively in a team like manner with numerous departments within the industry (ORSAs, Compliance, Underwriters, PX teams, home office) to ensure a smooth and timely process. Provided answers to questions that clients had regarding premiums, accumulated cash values, dividend options, beneficiary changes, term conversions, etc. Learned detailed knowledge of the company, products, financial planning process, and other financial concepts. Show less

Student Personal Trainer

• Sep 2019 - Jan 2020

Interviewed and assessed clients to talk about their goals and see where they are standing on a physical level. Provided one on one personal training to clients by using my interpersonal and communication skills in order to ensure that the client is understanding the workout that is being asked. Gave feedback to clients when doing the exercises in order for them to know whether or not they are performing the exercises correctly to avoid potential injuries. Managed and operated the fitness center by ensuring everything is working, clean, and that there is no defected equipment in order to avoid injuries. Made modifications on the spot when clients find exercises either too easy or too difficult to help ensure that the client is getting the best out of their session. Documented and updated S.O.A.P. notes every session for individual clients in order to keep track of their progress and goals. Led group exercises by using my knowledge of terminology and communication skills to translate how exercises should be done. Show less

Assembly Line Worker

• Jun 2017 - Aug 2017

Inspected and tested final products to ensure product quality met company standards. Supported quality assurance by visually inspecting items and removing defect parts. Collaborated in team-based environment to maintain line productivity and meet expected deadlines by finishing over a hundred units per day. Learned multiple assembly lane operations in order to fill in for workers when company was short staffed. Inspected and tested final products to ensure product quality met company standards. Supported quality assurance by visually inspecting items and removing defect parts. Collaborated in team-based environment to maintain line productivity and meet expected deadlines by finishing over a hundred units per day. Learned multiple assembly lane operations in order to fill in for workers when company was short staffed.

Deli Worker

• Jun 2016 - Aug 2017

Provided excellent customer service skills when customers had questions or concerns. Stayed calm and professional in all situations and resolved conflicts to customer satisfaction. Provided excellent customer service skills when customers had questions or concerns. Stayed calm and professional in all situations and resolved conflicts to customer satisfaction.