Experience

Connie Health

• United States
• Hospitals and Health Care
• 1 - 100 Employee

• Medicare Advisor

  • Jul 2021 - Present

  Perform detailed Medicare needs analysis via phone with older adults, including educating them about Medicare, identifying election periods for Medicare, Medicare services, and assisting through the appointment scheduling process with a field Medicare Advisor to help them enroll. Qualify leads and create sales opportunities for the Medicare Field Advisors. Demonstrate consultative approach to telephone sales. Appropriately document all sales/service activity in CRM (Salesforce.com). Perform detailed Medicare needs analysis via phone with older adults, including educating them about Medicare, identifying election periods for Medicare, Medicare services, and assisting through the appointment scheduling process with a field Medicare Advisor to help them enroll. Qualify leads and create sales opportunities for the Medicare Field Advisors. Demonstrate consultative approach to telephone sales. Appropriately document all sales/service activity in CRM (Salesforce.com).



Querencia at Barton Creek

• United States
• Non-profit Organization Management
• 1 - 100 Employee

• Skilled Nursing Admissions Coordinator

  • Dec 2019 - Jul 2021

  Coordinated admissions to the skilled nursing facility for both long term and short term residents. Worked closely with hospital case managers, physicians, home health providers, hospice providers, and rehabilitation facilities to facilitate efficient transfer from referring facilities. Responsible for the admission evaluation with patients and/or their family members, including initial interview and ongoing updates and documentation. Performed public relations, marketing and development for the community. Conducted tours of the community for potential prospects. Documented in CRM to track interactions and manage relationships with referral sources. Responsible for maintaining census at budgeted level. Maintains knowledge of Medicare, Medical Assistance, OBRA, HMO/PPO, levels of care and facilities policies and procedures as well as medical terminology, treatments, Physical Therapy, Occupational Therapy and Speech Therapy functions. Obtained insurance authorization and inputs billing information in to PointClickCare (PCC). Knowledgeable about Continuing Care Retirement Communities in general and able to explain the benefits of residency, services available, fees, etc. Show less



Aetna, a CVS Health Company

• United States
• Wellness and Fitness Services
• 700 & Above Employee

• EAP Work Life Consultant

  • Dec 2017 - Dec 2019

  Provided consultation, assessment and resource referrals to members for a variety of needs including child care, elder care, and basic/everyday needs. Assessed needs, proposed options and researched/screened potential community service providers to meet the assessed needs. Provided resource referrals and coached individuals on how to use resources to handle various life and work situations. Appropriately documented member interactions, research, and case fulfillment. Selected by management to provide mentorship and training to new hires to ensure they get an effective orientation to the job. Recruited new hires and conducted interviews. Worked efficiently in a call center environment. Show less



Hill Country Care Nursing & Rehabilitation

• Director of Social Services

  • Feb 2015 - Dec 2017

  Integral member of management team providing input on day-to-day decision making for the organization. Advocated on behalf of residents to ensure rights are maintained. Worked with outside community health, welfare, and social agencies to ensure resident’s needs are met. Reported abuse, neglect, and exploitation per state reporting guidelines. Completed Social Service History, Social Service Review, and sections “B, C, D, E and Q” of MDS 3.0 with residents to assess changes/areas of need. Educated and assisted residents in completing Advance Directives, Power of Attorney, Do Not Resuscitate documents. Educated and assisted in the referral process to Palliative or Hospice Care. Conducted Discharge Planning including: obtained physician orders, made referrals to community resources, and followed up post discharge. Led Resident Council meetings and assisted in resolution of grievances. Show less



Texas Department of Family and Protective Services

• United States
• Individual and Family Services
• 700 & Above Employee

• Intern

  • Aug 2014 - Dec 2014

  Worked closely with Department of Family and Protective Services caseworkers in the Investigations and Removal Units. Supported caseworkers with documentation of field visits, provided administrative support and follow-up with clients, healthcare workers, teachers, neighbors and family members of children at risk. Supervised visitations between parents and their children to ensure a safe outcome. Created a new resource guide for the Investigations Unit that provides caseworkers and their clients with information and access to knowledge about the many different services in the community. Show less