Jessica Claire
Montgomery Street, San Francisco, CA 94105 609 Johnson Ave., 49204, Tulsa, OK
Home: (555) 432-1000 - Cell: - - -

Outstanding verbal and written communication skills related to experience in the business field; view teamwork as an absolute skill in making an office productive and collaborative; well developed computer skills with proficiency in Microsoft Word, Excel, and Desktop Publishing. Authorized to work in the US for any employer.

  • Human resources understanding
  • Accounting and Finance
  • Communication and Presentation
  • File and records maintenance
  • HIPAA and confidentiality
  • Excellent oral and written communication
  • Written and verbal instructions
  • Handling sensitive information
03/2020 to Current
Finance and Human Resources Coordinator M3T Corporation City, STATE,
  • Greet visitors and receive incoming deliveries
  • Assist with business development tasks as requested.
  • Support office team by answering/transferring calls promptly, courteously and professional.
  • Execute and support A/R activities including, but not limited to, creating invoices, receiving customer payments, conducting daily banking interactions, and execution of the customer collection program.
  • Execute and support A/P activities including, but not limited to, matching packing slips to invoices, seeking bill approvals, processing company credit/charge accounts, entering bills to be paid, send vendor checks and/or ACH remittance weekly and mark as paid.
  • Assist with monthly and yearly financial close processed, including but not limited to, inventory research, adjusting journal entries, reports, etc.
  • Create reports as needed
  • Maintain and keep up-to-date with filing system for client, vendor and company vehicles
  • Execute customer statement and collection program twice weekly
  • Maintain control of inventory, including but not limited to, monthly inventory counts for warehouse and trucks, tool inventory and virtual inventory
  • Assist with company insurance program
  • Process/Maintain employee approved leave requests
  • Execute the administrative support of the company Safety Program
  • Manage the company vehicle fleet & software
  • Manage and maintain all staff training and software
03/2017 to 03/2020
Insurance Bookkeeper West Shore School District City, STATE,
  • Performs the following tasks: typing/word processing; using spreadsheet and database; filing in a five-drawer file cabinet; filing and storage on nine foot high shelves in the Districts’ archives; standing to operate copier and collate materials, handling mail, operating paper cutters and paper drill and transporting up to ten reams of paper, printed material, etc., to business office; assuring readiness of business office equipment, i.e., changing toner cartridges, paper trays, etc.
  • Assists administration in monitoring and screening all visitors to the building to ensure a safe school environment.
  • Inputs additions and deletions into insurance providers' computerized system, as well as District's in-house system.
  • Prepare monthly billings for the District's employee insurance plans: hospitalization, dental, life, and vision, encompassing all updates; issues notice of right to continue health care benefits (COBRA) for employees or dependents who become ineligible for District-paid insurance benefits.
  • Assists to functions as liaison between the school District and the District’s hospitalization, life, dental, and vision insurance carriers.
  • Maintains records of retirees and part-time employees who remain in the District’s hospitalization plan Submits information to third party COBRA administrator for qualifying participants.
  • The third party administration will then issue notice of right to continue health care benefits (COBRA) for employees or dependents who become ineligible for District-paid insurance benefits.
  • Receive, read, and respond to verbal and written communications in reference to questions concerning medical, dental, vision, and life insurance.
  • Compile information regarding the Affordable Care Act and Health Care Reform and submits necessary forms and reports to employees and government agencies for proper documentation and compliance.
  • Including 1095 reporting to employees and the IRS, PCOR Fee Reporting and payment, and Transitional Reinsurance Reporting and payment.
  • Ensures HIPPA compliance, such as maintenance of records, forms, etc.
  • Process open enrollment periods for professionals and other staff and makes necessary changes to ensure proper coverage for employees.
  • Meets with new support and classified employees eligible for benefits.
  • Discusses insurance options and assists with the completion of enrollment forms.
  • Assists with coding and submitting insurance invoices in a timely manner for accounts payable.
  • Submits bi-weekly journal entries for verification.
  • Prepare monthly insurance transfers and journal entries for entry to properly fund medical and dental bank accounts.
  • Maintain and record invoice records for employee payments for insurance coverage.
  • Coordinates and maintains employee participation in the District Section 125 Plan.
  • Transmits weekly claims payment to third party administrator.
  • Aides in the annual Audit to prepare proper journal entries to allocate payroll and insurance deductions.
  • Knowledge of processing payroll and submitting bi-weekly payments to government agencies in the absence of Payroll Bookkeeper and Payroll Clerk.
  • Assists with data entry assignments.
  • Submits food service monthly insurance billing for review.
  • Reviews Personnel Agendas to determine any employees that will need to terminate benefits or enroll in benefits due to job status.
01/2016 to 03/2017
Document Security & Delivery Representative PHEAA City, STATE,
  • Compile information on accounts for guarantors and lenders for delivery/mailing to appropriate destinations.
  • Review claim packages and death, disability and bankruptcy documents to ensure packages/documents were compiled correctly.
  • Research basic and routine issues to assist in processing concerns.
  • Provide accurate responses (written and/or verbal) to requests.
  • Research basic data conflicts to assist in processing or resolving errors.
  • Assisted lead workers in review and updating of procedure manuals.
07/2001 to 01/2016
Financial Representative/Program Specialist Department Of Human Services City, STATE,
  • Contracted employee for the Office of Long Term Living/180 Day Exception Unit
  • Experience with and work very closely to Medical Assistance regulations
  • Experience with and work very closely with Pennsylvania Bulletins Advise Long Term Care facilities and Home Health Agencies of appropriate state regulation policies, procedures and billing
  • Answer a provider hotline three to six hours a day
  • Very knowledgeable with the Long Term Living Waiver Programs, billing and enrollment process Process/review medical forms UB-04, CMS 1500 Scan documentation and medical claims
  • Complete Hospital Day Projects/Reviews Process Gross Adjustments Work on special projects
  • Assist providers with their enrollment applications Create Excel spreadsheets to keep tracking of billing and payment.
  • Towards the end of my tenure with this position, I was in a lead role.
  • Responsible for distribution of work and ensuring that all work had been completed by needed deadlines.
Education and Training
Expected in 1997
Associate: Accounting
Yorktowne Business Institute - York, PA
Activities and Honors

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Resume Overview

School Attended

  • Yorktowne Business Institute

Job Titles Held:

  • Finance and Human Resources Coordinator
  • Insurance Bookkeeper
  • Document Security & Delivery Representative
  • Financial Representative/Program Specialist


  • Associate

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