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

Experienced, bilingual, and skilled small business office manager. Professional at delivering executive support and team leadership to business operations. Carries ability to manage multiple tasks and priorities. Broad experience includes office management, accounting, accounts receivable, invoicing, database management, and contract management. Recognized for developing strong and individualized customer relationships. Well balanced independent yet dependable colleague. Also customer service representative and premium auditor for a large insurance company with intense customer-focus and proven ability to establish a great rapport with clients. Detail-oriented and trustworthy person with experience as a Bank Teller including supervisory experience. .

  • Bilingual in Spanish
  • MS Office proficient
  • Check cashing
  • Statement printing
  • Accurate money handling
  • Customer service skills
  • Strong sense of banking ethics
  • Excellent communication skills
  • Cash dispenser operation
  • Safe and vault operation
  • Currency and coin counter
  • Training coordination
  • Account maintenance
  • Employee training
  • Procedures implementation
  • Vendor relations
  • Stockroom organization
  • Process and procedure development
  • Invoice and payment processing
  • Billing and invoicing
  • Mail handling
  • Statement review
  • Credit and collections
  • Self-directed
  • Customer service orientation
  • Computer proficiency
  • Motivational leadership style
  • Detail-oriented
  • Data entry
  • Professional demeanor
  • Event coordination
  • Time management ability
  • Scheduling and calendar management
  • File and data retrieval systems
  • Banking operations
  • Accounts reconciliation
  • Proposal writing
  • Reception
  • Scheduling meetings
Office Manager, 12/2008 to Current
Quintegra SolutionsGrove, OK,
  • Automated office operations, managing client correspondence, payment scheduling, record tracking and data communications.
  • Managed inventory and purchase of supplies for office operations and maintenance.
  • Oversaw office inventory and timely reordering of supplies.
  • Oversaw office financial management, including payroll administration.
  • Managed financial documentations such as expense reports and invoices.
  • Liaised directly with customers to meet needs and maintain satisfaction.
  • Liaised with customers, addressed inquiries, handled meeting requests and answer billing questions to provide outstanding customer care.
  • Scheduled appointments and maintained master calendar.
New Business Administrator, 12/2007 to 12/2008
Kaufman Financial GroupAlbuquerque, NM,
  • Executed enrollment applications over the phone, documented patient information obtained from phone interviews in English and in Spanish.
  • Providing accurate and detailed information using correct medical terminology for medical questionnaires
  • Set up group insurance plans, after offers were accepted into the eligibility system.
  • Developed and implemented tools, training and frameworks to enable each department to build and enhance business continuity plans.
  • Trained new business continuity team members in expert use of software and relevant procedural requirements.
  • Designed and conducted business impact analyses and mapped critical processes and interdependencies.
  • Provided expert guidance, support and leadership to plan owners and administrators.
Premium Auditor, 12/1999 to 12/2007
Trustmark Insurance CompanyCity, STATE,
  • Based on track records and auditing abilities, was moved from basic level to highest level Auditor within 3 years.
  • Participated in Trustmark's Quality Assurance program.
  • Unique ability to multitask general office duties such as phone calls, invoicing, research customer issues, applying information into several software systems, sending out correspondence.
  • Good understanding of the HIPPA mandates for the US and in-depth understanding of state mandated regulations for the following states; IL, TX, AZ, and NE.
  • Ensured and enforced medical office compliance with HIPPA regulations for maximum quality and control.
  • Demonstrated strong leadership skills by assisting with the implementation of a new web tracking system.
  • Providing faster turnaround in the process of gathering information for Underwriters.
  • In addition to this, provided added value to this implementation with my ability to translate the tracking system, documents, and insurance forms from English into Spanish.
  • Participated as a Team Coordinator for a New Business Team by assisting with meetings, gathering information on new accounts, assured all state regulations were met, entry of data into all company systems assuring all deadlines were met in a timely fashion.
  • At Trustmark I had a reputation for using my above average ability for problem solving to meet deadlines for all of my projects.
  • My manager received positive feedback from not only the sales force but from our clients as well.
Bank Teller Supervisor, 12/1995 to 12/1999
Cambridge BankCity, STATE,
  • Began as part-time bank teller and quickly promoted to supervisor of the teller line.
  • Managing accounting operations, account closing, reporting and reconciliation, debit, credit and total accounts on computer spreadsheet/databases.
  • Received and recorded banked cash, checks, and vouchers as well as reconciled records of bank transactions.
  • Trusted to balance weekly cash shipments for the bank vault and for the ATM.
  • Maintained accurate accounts including cash inventory, and accounts payable.
  • Conducted monthly audits on tellers and accounts.
  • Ensured and enforced security procedures at time of opening and closing as well during business hours.
  • Identified and eliminated errors when balancing ATM transactions, teller cash dispensers and teller cash recyclers.
  • Cashed customer checks, including verifying identification and checking account balances in accordance with bank policy.
Education and Training
High School Diploma: , Expected in 06/1997
Lake Zurich High School - Lake Zurich, IL,
Activities and Honors

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  • New Business Administrator
  • Premium Auditor
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