Jessica Claire
, , 100 Montgomery St. 10th Floor (555) 432-1000,

Compassionate CSR motivated to positively impact program operations and participant success with diligent support. Highly organized and hardworking with strong attention to detail.

Education and Training
Expected in 08/1999 Emergency Medical Technician- B | Emergency Medical Technology Davis Applied Technology College, Kaysville, UT GPA:
Expected in 08/1999 Certified Nursing Aide | Nursing Assistance Clearfield Job Corps., Clearfield, UT GPA:
  • Also attained my high school diploma
  • Held officer positions in dorm, academics, and trade
Expected in 08/1999 High School Diploma | Clearfield Job Corps, Clearfield, Ut, GPA:
08/2015 to 01/2016 Intake Specialist Citigroup Inc. | Boca Raton, FL,
  • Maintained positive attitude and effectively de-escalated clients during crisis situations.
  • Issued, gathered and inspected intake forms to confirm correct signatures and information.
  • Conducted client interviews and performed client intake services.
  • Screened applicants and took initial information about demographic and historical data.
  • Performed intake and conducted client interviews, providing documents in English.
  • Connected individuals with relevant community resources and coordinated referrals.
  • Interviewed potential clients, collecting personal information to determine eligibility for social assistance.
  • Maintained accurate records and documented client data in company databases.
  • Made referrals to utilize community resources for resident's needs.
  • Worked closely with disabled or impoverished individuals to locate helpful financial resources and community programs.
  • Maintained confidential patient documentation to prevent data compromise and comply with HIPAA regulations.
  • Answered questions and responded to inquiries to deliver high level of service to cilents.
01/2015 to 06/2015 Home Healthcare Customer Service Representative Kholls Pharmacy | City, STATE,
  • Utilized active listening and communication skills to address customer inquiries and escalate issues to supervisor.
  • Managed customer inquiries through telephone, email and social media interfaces.
  • Accessed patient information through various software applications, maintaining strict confidentiality to remain compliant with HIPAA regulations.
  • Coordinated with patients and healthcare professionals to meet patient needs.
  • Supported hospital and clinic operations using customer service skills and detailed system knowledge.
  • Documented and managed patient information in computer system.
  • Ran credit card, debt card and check deposits to pt. accounts.
  • Referred patients to appropriate professionals and services.
  • Scheduled and confirmed cilents appointments to repair electric wheelchair and other electronics home healthcare needs.
  • Received incoming and made out going calls for clients home healthcare needs.
  • Obtained proper authorization and identification to release confidential medical records.
  • Obtained insurance verification and authorization to submit financial clearance of patient accounts.
  • Scanned completed forms, identification and insurance cards, maintaining patient documents folder.
  • Registered patients by verifying records to update computer system and patient charts.
  • Checked claims for errors, corrected issues and mailed out updated documents.
07/2012 to 01/2015 Taxi Dispatcher Happy Cab | City, STATE,
  • Maintained current knowledge of personnel in field and completed deliveries or delays.
  • Set schedules, implemented new policies and worked with managers to optimize operational procedures and establish clear objectives.
  • Prepared daily work and run schedules.
  • Received or prepared work orders.
  • Oversaw communications within assigned territories.
  • Worked with routing specialists, route managers and service department to optimize routes.
  • Recorded and maintained files or records of customer requests, work or services performed.
  • Scheduled or dispatched workers, equipment or service vehicles to locations using radios or telephones.
  • Arranged for repairs to restore service and schedules.
  • Conferred with customers or supervising personnel to address questions, problems or requests for service or equipment.
  • Relayed work orders and information between work crews, supervisors and field personnel.
  • Relayed work orders, messages or information using telephones or two-way radios.
  • Advised personnel about accidents, weather conditions or other hazards.
  • Mentored junior team members and managed employee relationships.
  • Dispatched drivers to meet daily delivery needs for company customers.
  • Customer Service
  • Attention to Detail
  • Problem-Solving
  • Verbal and Written Communication
  • Collaboration and Teamwork
  • Active Listening
  • Problem Solving
  • Relationship Building
  • Data Entry
  • Goal Setting
  • Written and Verbal Communication
  • Microsoft Office
  • Employee Training
  • Research and Analysis
  • Quality Assurance
  • Claims Processing
  • Safety and Risk Assessments
  • Scheduling and Appointment Setting
  • Data Collection and Entry
  • Cultural Sensitivity
  • Data Entry Software
  • Client Advocacy
  • Records Management
  • Workflow Management
  • Maintaining Client Records
  • Data Confidentiality
  • Life Skills Development
  • Client Intakes
  • Client Needs Assessments
  • De Escalation Tactics
  • Microsoft Access
  • Community Service Programs
  • Issue Reporting
  • Electronic Medical Record Software
  • Application Processes
  • Eligibility Requirements
  • Client Assistance Referrals
  • Client Screening
  • Medical Records Review
  • Community Outreach Programs
  • Government Subsidy Programs
  • Application Assessments
  • Eligibility Review
  • Empathic Communication

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Resume Overview

School Attended

  • Davis Applied Technology College
  • Clearfield Job Corps.
  • Clearfield Job Corps

Job Titles Held:

  • Intake Specialist
  • Home Healthcare Customer Service Representative
  • Taxi Dispatcher


  • Emergency Medical Technician- B
  • Certified Nursing Aide
  • High School Diploma

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