logo
Keep in touch with meI'm using Intch to connect with new people. Use this link to open chat with me via Intch app
Work Background
Project Facilitator
IPROProject Facilitator
Jan. 2023Lake Success, New YorkPROJECT COORDINATION | BUSINESS PROCESS ANALYSIS | PORTFOLIO MANAGEMENT RISK MANAGEMENT | PROJECT LIFECYCLE MANAGEMENT | CONTRACT ANALYSIS BUSINESS OPERATIONS MANAGEMENT | PROFESSIONAL DEVELOPMENT | BUDGETING • Assume a multifaceted and all-encompassing role, coordinating end-to-end project activities, analyzing business processes, and formulating robust strategies to manage large-scale portfolios. • Collaborate with a team of 20+ members to facilitate health insurance project planning, such as budgeting, execution, tracking, and reporting on KPIs to measure client success and business ROI. • Build strong professional relations with insurance companies, including Aetna and Sigma while analyzing insurance contracts, defining policy terms, negotiating payouts, and securing agreements. • Showcase leadership capabilities by mentoring and training talented teams regarding client services to promote high-level customer satisfaction throughout the engagement lifecycle. • Exhibit exceptional communication skills, orchestrating in-depth reports and delivering detailed presentations for senior management on project performance to support decision-making. • Perform administrative tasks, including assisting patients with paperwork, responding to complaints, maintaining electronic claim records, and restructuring workflow to streamline business operations. • Leverage CRM Salesforce tools to achieve competitive advantages across the industry while gathering client feedback to improve customer success and satisfaction. • Identify regulatory, technical, and IT requirements for diverse claims to mitigate potential risks. • Design comprehensive training programs while promoting staff professional development. • Steer cross-functional teams to handle large-scale accounts and process high-volume claims across Long Island. • Mitigate risks throughout the project lifecycle while minimizing potential impacts on project success.
Volunteer Coordinator
American Foundation for Suicide PreventionVolunteer Coordinator
Jan. 2022Long Island, New York• Work with the Board of Directors to coordinate strategic requirements of projects while interacting with diverse teams to discuss client mental healthcare issues and treatment plans to attain project objectives. • Recruit 60+ volunteers and implement training programs for new/existing personnel while representing the organization in community events and building strategic community networks to enhance knowledge sharing. • Planned year-end fundraising events to support 130+ members and accomplish organization goals. Assist senior management in conducting outreach/promotional activities to increase community awareness.
Client Care Coordinator
Right at HomeClient Care Coordinator
Jan. 2021 - Dec. 2023Plainview, New York, United StatesROOT CAUSE ANALYSIS | CUSTOMER EXPERIENCE OPTIMIZATION | ON-SITE SUPPORT SERVICES PATIENT CARE PLANNING | WHITE-GLOVE SERVICES | CONFLICT RESOLUTION & MEDIATION CASELOAD MANAGEMENT | CONSULTATIVE SOLUTION-SELLING • Skillfully managed caseload with 120+ valued clients while using consultative solution-selling best practices to onboard new patients across Long Island with different medical care needs. • Administered coaching and mentoring sessions for 100+ caregivers on patient essential requirements, home care service requirements, and social work responsibilities to optimize client success. • Served as a concept-to-completion driver, consistently meeting customer expectations while detecting escalations, troubleshooting root causes, and generating innovative solutions to elevate customer experience. • Provided exceptional on-site support services, developing personalized patient care plans and executing operational best practices to promote cost-effective outcomes while administering white-glove services. • Acted as a main point of contact, conduit, and liaison for answering inquiries, solving complaints, and addressing customer concerns, involving geriatric population family care. • Conducted comprehensive client assessments to determine individual care requirements and preferences. • Assisted in matching clients with suitable caregivers based on personality, experience, and compatibility. • Liaised with healthcare professionals, community resources, and support services to enhance patient care. • Led QA checks to monitor client satisfaction while addressing issues promptly to improve service delivery.
Business Development Executive
DataDyne Management & Technology ConsultingBusiness Development Executive
Jan. 2021 - Dec. 2023New York, New York, United StatesBUSINESS OPERATION EXPANSION | WEBSITE DESIGN NEW CLIENT ACQUISITION | MARKET RESEARCH & ANALYSIS • Formulated and implemented lucrative business development strategies to attract new clients while analyzing existing customer technology requirements to achieve sales and profitability objectives on a yearly basis. • Conducted comprehensive market research and analysis to identify potential growth opportunities while analyzing metrics to support senior leadership in business development decision-making processes. • Expanded business operations globally from Ireland to the U.S., involving website development services. • Created and maintained strong relationships with existing clients while fostering loyalty and repeat business. • Collaborated with sales and marketing teams to create effective strategies for lead generation and conversion. • Delivered persuasive presentations to prospects/clients while highlighting the company's value proposition. • Negotiated and closed deals with clients while ensuring mutually beneficial terms and long-term partnerships. • Participated in networking events, industry conferences, and trade shows to expand the company's reach. • Provided timely feedback to management regarding market trends, client needs, and potential opportunities. • Liaised with the leadership team to develop and implement strategic plans for business growth and expansion.
Director of Business Development
Care Connection HomecareDirector of Business Development
Jan. 2020 - Dec. 2021Wantagh, New York, United StatesCLIENT ADVOCACY SERVICES | HOME CARE PLAN EVALUATION SOCIAL MEDIA MANAGEMENT | CONTENT DEVELOPMENT • Operated as a client advocate, leveraging professional acumen to plan, execute, and evaluate home care plans for diverse patients, including geriatric, recovering from serious injuries, and dealing with chronic illnesses. • Handled all aspects of social media operations, crafting marketing strategies and designing engaging content for several social media platforms, including Instagram, Twitter, and Facebook. • Proactively identified valued patient requirements and formulated viable solutions as per specifications, thus driving overall client success, satisfaction, and retention. • Spearheaded business development strategies to drive growth and expand market presence. • Developed and executed business development plans in alignment with the company's goals and objectives. • Identified potential business opportunities, partnerships, and collaborations to enhance revenue streams. • Conducted market research and analysis to identify trends and opportunities within the homecare industry. • Worked with the marketing team, developing promotional materials and campaigns to attract new clients.
Intern/Volunteer
Long Island Alzheimer's FoundationIntern/Volunteer
Jan. 2015 - Dec. 2021Westbury, New York, United States• Built trust-worthy relationships with sponsors and donors while ensuring timely communication and follow-up to maintain positive connections, as well as identifying new opportunities for partnership and fundraising. • Led ‘Train Your Brain’ group sessions for early-stage clients to develop communications, increase engagement, enhance problem-solving skills, and improve critical-thinking skills to remediate mild cognitive impairment. • Supported social workers in crafting innovative plans to promote community engagement for disabled patients. • Conducted client assessments while executing appropriate treatment plans based on individual requirements.
Project Manager and Case Manager
Telacu Construction Management/ Governor's Office of Storm RecoveryProject Manager and Case Manager
Jan. 2013 - Dec. 2021Farmingdale, New York, United StatesCASE MANAGEMENT | APPLICATION ANALYSIS | HUD AUDIT & ASSURANCE CASE MANAGEMENT | PROBLEM-SOLVING & MEDIATION | BUDGET MANAGEMENT CHANGE MANAGEMENT | CASE RESOLUTION SERVICES | CUSTOMER SUCCESS MANAGEMENT • Led 250+ cases simultaneously, analyzing applications, verifying documents, and completing inspections to reduce liability while conducting HUD audit and preparing comprehensive monthly reports for management. • Utilized latest technologies to maintain comprehensive case documents and client records in alignment with organization standards while employing case management best practices to ensure data confidentiality. • Provided guidance, direction, and support to ensure task completion on time and within quality standards. • Operated as a trusted point of contact and application specialist for complex cases, utilizing social intelligence for case resolution and prioritizing conflicting demands while providing high-quality government services. • Promoted a collaborative work environment, directing cross-functional teams, facilitating training workshops, performing benchmarking, and optimally allocating resources to drive operational efficiency and excellence. • Communicated client benefits/responsibilities, including handling appeals, managing hardship requirements, drafting documentation, and delivering emergency services to achieve maximum success and satisfaction. • Facilitated data-driven insights to senior leadership, thus supporting strategic organization decision-making to improve overall business performance, success, and growth. • Established strong working relationships with stakeholders, including government agencies, non-profit organizations, and community leaders to facilitate collaboration and achieve project objectives. • Revitalized organizational structure while handling end-to-end crisis management duties. • Implemented mitigation strategies to ensure project success and compliance with regulatory requirements.
Staffing Coordinator
Right At HomeStaffing Coordinator
Jan. 2011 - Dec. 2013Franklin Square, New York, United StatesPATIENT SUCCESS OPTIMIZATION | HR MANAGEMENT | EMPLOYEE ENGAGEMENT PAYROLL MANAGEMENT | DATA ADMINISTRATION • Earned recognition for training staff to meet client requirements while delivering best-in-class home care services for geriatric population/patients with different essential needs, thus elevating overall patient success. • Exhibited outstanding HR management skills, hiring and training new staff members in alignment with home care agency standards, thus promoting employee engagement, operational efficiency, and productivity. • Drove continuous process improvements, providing professional growth opportunities to talented employees, monitoring payroll systems, and responding to personnel payroll transaction issues. • Reviewed staff performance, organized caregiver assignments records, and secured client information to ensure data confidentiality and compliance with firm policies and regulatory requirements. • Scheduled and coordinated staffing requirements while aligning assignments in accordance with caregiver qualifications, skill sets, availability, and customer preferences. • Implemented effective scheduling strategies to optimize caregiver availability and client preferences. • Conducted thorough interviews to recruit reliable caregivers while ensuring high-quality care for clients. • Worked with clients to address scheduling changes while ensuring smooth coordination/client satisfaction. • Steered training sessions to educate caregivers on company policies, care standards, and best practices. • Maintained compliance with legal and regulatory requirements regarding staffing and caregiver qualifications.
Community Engagement Manager
Global Facility Management & Construction, Inc.Community Engagement Manager
Jan. 2010 - Dec. 2011Melville, New York, United StatesEVENT MANAGEMENT | RECRUITMENT & SELECTION | REGULATORY COMPLIANCE COMMUNITY-FOCUSED DEVELOPMENT SERVICES | TEAM COLLABORATION • Acquired vast industry exposure by delivering multiple projects and events from concept to implementation while facilitating community-focused development initiatives and valuable project deliverables. • Strategically collaborated with cross-functional teams, including marketing, public relations, and project management to align community engagement efforts with broader company objectives. • Steered recruitment and selection processes in compliance with company staffing policies and procedures. • Created and executed community engagement strategies to enhance the company's public image. • Built partnerships with community organizations and government agencies to achieve business objectives. • Conducted regular assessments to measure the effectiveness of community engagement efforts.
Receptionist
Montfort, Healy, McGuire, and Salley Law Firm Receptionist
Jan. 2009 - Dec. 2010Garden City, New York, United StatesCLIENT ENGAGEMENT | DOCUMENT MANAGEMENT ADMINISTRATIVE SUPPORT SERVICES | CLIENT MANAGEMENT • Managed diverse client engagements via telephone and in-person, providing requested information, booking appointments, maintaining documents, and directing visitors towards relevant legal staff and lawyer office. • Performed administrative duties, such as filing, photocopying, transcribing, and faxing with precision. • Handled inquiries from clients, attorneys, and staff while providing accurate and helpful information. • Scheduled appointments and maintained the firm's calendar using digital scheduling tools and methodologies. • Liaised with various departments to facilitate smooth communication and operations. • Provided administrative support to legal staff, including preparing documents and correspondence.

Requests

Touchpoint image
33
Personal Pitch
Strategic Project Management
Touchpoint image
0
Personal Pitch
Part-time Biz Dev & Social Media Management
Intch is a Professional Networking App for the Future of Work
100k+ people
130+ countries
AI matching
See more people like Katrina on Intch
Consulting
53739 people
21
Cosmetologist & Fashion Model @ Unspoken hub
8
CEO @ AssetData
16
Corporate Development Intern @ Solarex LLC
ConsultingBusiness Analyst
14252 people
21
Cosmetologist & Fashion Model @ Unspoken hub
28
Businesses Consultant @ Property One Appraisal
16
Data Analyst @ Freelance