Jessica Claire
  • Montgomery Street, San Francisco, CA 94105
  • Home: (555) 432-1000
  • Cell:

Highly experienced in effective interpersonal communicative skills and delivering consistent client satisfaction. Skilled Intake Specialist experienced in creating and maintaining patient cases from beginning to end specializing in personal injury. Proactive, resourceful, professional, dependable and always eager to exceed expected duties. Ability to be productive and detail orientated in multitasking and high volume capacities. Careful provider of preventative and proactive approaches for fragile patients or clients while ensuring individual needs are met with complete satisfaction. Well versed in written and verbal communication and efficient with Microsoft Office package and additional software programs. Can operate with little oversight or as a team player to develop creative solutions to resolve any potential issues and achieve success. I am passionate about my work ethic, gaining knowledge, and to be the best employee I can be!

  • Customer service
  • Insurance
  • Communicator
  • Processes
  • QuickBooks
  • Sales
  • Scheduling
  • Trainer
  • Client intake
  • Research and analysis
  • Data entry
  • Patient assessment
  • Conflict mediation
  • Empathic communication
  • Quality assurance controls
  • Claims processing
  • Meticulous and organized
  • Certified Microsoft Office Specialist
Intake Specialist, Case Manager, Underwriting Assistant, 12/2017 to 06/2020
OMNI Healthcare / Global FinancialCity, STATE,
  • Established case files for new patients and collected all relevant case information pertaining to their personal injury case.
  • Provided outstanding concierge customer service to thousands of patients and a contracted network of over 10,000 Doctors and hundreds of Attorneys while earning accolades for consistently exceeding expectations.
  • Served as co-underwriter for hundreds of extensive and complicated surgical procedures while underwriting records, specials, and limits for approval from insurance companies.
  • Collaborated with various healthcare providers to facilitate delivery of services.
  • Reviewed effectiveness of treatment for individual and family situations.
  • Investigated insurance policies to determine claim eligibility and processed files in accordance with instructions.
  • Performed data entry functions to track information such as payments, account updates and customer interactions.
  • Informed patients and families of treatment options and at-home care strategies to reduce unnecessary burden on hospital resources.
  • Used facility EMR system to update patient records, transmit prescriptions and transfer files.
  • Quickly addressed and resolved patient, Attorney, or Physician's inquiries in office, via telephone and with email communication by responding to questions with solutions and accurate information.
  • Aided management by providing the thorough underwriting data needed to approve pre-settlement and co-pay fundings
  • Communicated with legal services providers, social services agencies and local judicial systems regarding cases.
Office Receptionist /Patient Coordinator, 02/2014 to 11/2017
Advanced Health And Spine CenterCity, STATE,
  • Coordinated care for patients, including overseeing admission processes and managing patient flows.
  • Performed comprehensive patient assessments and interviewed patients to compile medical histories.
  • Monitored patients and documented progress, medications administered and therapies.
  • Pulled patient files and verified insurance before patient's appointment.
  • Collected patient data, including records of health condition, hospitalizations, and lifestyle patterns such as smoking and alcohol consumption.
  • Contributed to optimization of patient management and workflows by implementing and adhering to effective processes and procedures.
  • Provided compassionate and comprehensive care to new or existing patients while obtaining or updating sensitive medical information and facilitated setting up those with special medical requirements.
Customer Service Associate /Assistant Marketing Coordinator, 01/2012 to 02/2014
Apex Promotions Inc.City, STATE,
  • Scheduled appointments for meetings, consultations, and presentations for numerous entities while adhering to the business model.
  • Answered all phone and email inquiries from prospective investors and non-profit funding organizations.
  • Maximized revenue by proactively building and managing key customer relationships.
  • Developed and implemented strategies retain customers and drive loyalty.
  • Worked with sales teams to understand processes and enhance after-sales support.
  • Addressed incoming customer inquiries and offered productive solutions, increasing customer satisfaction ratings by 80% in 2011.
  • Interacted with over 150 customers per day to provide and process information in response to inquiries, concerns and requests about services and products.
Education and Training
Bachelor of Social Sciences: , Expected in 2010
Georgia Gwinnett College - ,
High School Diploma: , Expected in 05/2002
Dacula High School - Dacula, GA
Activities and Honors

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School Attended

  • Georgia Gwinnett College
  • Dacula High School

Job Titles Held:

  • Intake Specialist, Case Manager, Underwriting Assistant
  • Office Receptionist /Patient Coordinator
  • Customer Service Associate /Assistant Marketing Coordinator


  • Bachelor of Social Sciences
  • High School Diploma

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