Jessica Claire
, , 100 Montgomery St. 10th Floor
Home: (555) 432-1000 - Cell: - - -
Professional Summary

Experienced Commercial Insurance Executive and Agency Administrator with excellent client and agency management. Enthusiastic about contributing to successful education and training of staff on agency procedures and management system. Skilled and dependable candidate successful at managing multiple priorities with a positive attitude.

  • Property & Casualty/Life & Health Insurance License
  • Agency Management Systems (AMS) 360
  • Microsoft Office
  • Client Satisfaction
  • Team Collaboration
  • Client Needs Analysis
  • Training Program/Course Materials Development
  • Flexible and Adaptable
  • Customer Service
Work History
07/2016 to Current
Commercial Account Executive/Agency Administrator Centura Health Evergreen, CO,
  • Maintained high standards of customer service by building relationships with clients.
  • Analyzed client needs, coverage forms, and quotes
  • Prepared and submitting applications to appropriate carriers for new business quoting.
  • Prepared summaries of insurance, schedules, and proposals for review with clients
  • Customized insurance programs to suite client's individual needs
  • Annually reviewed policy renewals with clients
  • Identified exposure to loss and recommend appropriate coverages
  • Consistently stayed up to date on job knowledge to learn about new products and services
  • Responded to customer calls swiftly to resolve issues and answer questions.
  • Training new hires on agency management system and commercial department procedures
  • Responsible for transition of agency management system from TAM to AMS360 (2017)
  • Responsible for upkeep of current date in AMS360 i.e. carrier download, company contacts, agency settings within system
  • Running agency reports as needed for management, producers, and other staff.
  • Support for IT and equipment management
  • Set up new employees in management system as well as Microsoft Business Apps and phone system
04/2013 to 07/2016
Patient Access Representative North East Medical Service Daly City, CA,
  • Collect demographic and insurance information from patients coming in for outpatient procedures or emergency situations as well as obtaining proper signatures for patient’s visits
  • Review reports and patient insurance information prior to billing for visits as well as collecting and processing patient payments
  • Preparing paperwork for doctors and nurses prior to outpatient visits as well as ER visits
  • Key Contributions:
  • Created and organized guide for new night registration process including information for Sauk Centre, Long Prairie, Melrose, and Paynesville
  • Float from hospital Emergency, Radiology, and Outreach department desks
  • Using EPIC software to register patients
  • Gained understanding of medical terminology and procedural technology used to describe outpatient encounters
  • Train all new employees
  • Maintain patient safety and satisfaction through confidential registration.
  • Collected and entered patient demographic and insurance data into computer database to establish patient's medical record.
07/2010 to 04/2013
Chiropractic Assistant Minser Chiropractic Clinic City, STATE,
  • Collect and prepare patient information before each visit, answer phones, schedule all appointment types, entering all patient CPT codes in order to bill to insurance companies, balancing all entered charges, completing therapies for patients involving manual muscle manipulation and therapeutic ultrasound, checking in and putting away supplements and office supplies
  • Executed necessary functions to enter patient’s administrative and demographic information along with insurance information into Medisoft software
  • Quickly and accurately entered procedure codes for submission to insurance claims
  • Proficiently scheduled all appointments including new patient appointments and DOT physicals
  • Worked one on one with doctors to assist completion of SOAP notes through dictation
  • Completed certification for Limited Scope X-Ray technician through Minnesota Chiropractic Association
  • Completed urine analysis and quick strep tests in timely manner and efficiently reported results to doctors
  • Quickly learned proper procedure for therapies in clinic used to treat patients including therapeutic ultrasound, electric stimulation, and manual muscle manipulation
  • Trained new employees
  • Performed electric muscle stimulation, massage and mechanical traction.
  • Sanitized, restocked and organized exam rooms and medical equipment.
  • Gathered forms and copied insurance cards to collect patient information for billing and insurance filing.
Expected in 12/2011
: Liberal Arts And General Studies
St. Cloud State University - St. Cloud, MN,
Expected in 05/2008
High School Diploma:
Sauk Centre High School - Sauk Centre, MN,
  • CMT - Certified Massage Therapist
  • Limited Scope X-Ray Technician

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School Attended

  • St. Cloud State University
  • Sauk Centre High School

Job Titles Held:

  • Commercial Account Executive/Agency Administrator
  • Patient Access Representative
  • Chiropractic Assistant


  • High School Diploma

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