Accomplished professional with extensive experience in insurance and human services. Skilled in client assessment, record management, and crisis intervention. Passionate about advocating for clients and developing effective solutions to meet their needs.
Overview
36
36
years of professional experience
Work History
Insurance Coordinator
Congo Funeral Home
Wilmington
01.2025 - Current
Assist customers with funeral insurance, pre-needs for final burial services.
Maintained accurate records of insurance documents and client interactions.
Assisted clients with policy inquiries and provided clear information on options.
Insurance Agent
Powell Insurance Agency,LLC
Bear
01.2005 - 03.2024
Assisted clients in understanding insurance options and policy details.
Gathered client information for accurate policy recommendations and quotes.
Provided support in processing insurance applications and renewals.
Coordinated communication between clients and underwriters for policy approvals.
Maintained up-to-date knowledge of insurance products and industry trends.
Scheduled appointments to discuss client needs and coverage options.
Social Worker Case Manager
Dept of Social Services - Employment and Training
Wilmington
01.1990 - 10.2004
Conducted client assessments to determine needs and develop service plans.
Coordinated care services with healthcare providers and community resources.
Facilitated support groups to promote client engagement and skill development.
Advocated for clients' rights and access to necessary services.
Monitored client progress through regular follow-up meetings and documentation.
Developed crisis intervention strategies to address immediate client needs.
Collaborated with other professionals to ensure comprehensive care for clients.
Developed workable solutions for recurring problems for individuals and families.
Referred patients to community resources for mental health treatment, child protective services, and assistance for people with developmental disabilities.
Interviewed clients individually and in family groups to determine services to best address specific needs.
Maintained lists of resources helpful to clients.
Education
Associate of Applied Science - Human Services
University of Delaware
Newark, Delaware, DE
05-2026
Associate of Applied Science - Human Services
Delaware Technical Community College
DE
05-1997
Skills
Client assessment
Record management
Community resource coordination
Effective communication
Problem resolution
Crisis intervention
Affiliations
Stop the Violence Coalition Inc. - Youth Prevention Program