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

Compassionate Patient Services Coordinator equipped with top-notch administrative, billing and customer service skills. Manages appointments and scheduling with organized approach. Proficient in coordinating insurance authorizations and maintaining medical records. Efficient Patient Service Representative with [Number] years of experience working in [Type of office]. Extensive knowledge of medical record organization and patient advocacy. Successful at helping patients through every step of the healthcare process.

  • Accomplished Compliance Analyst with 10+ years of broad ranging progressive experience in Risk and Compliance. Organized professional with the ability to get results in a fast-paced and ever-changing environment. Seeking an exciting new career in the health care industry that will effectively utilize my skills and experience.
  • Health Care Policies & Procedures
  • Risk & Compliance Policies
  • Anti-Bribery & Corruption
  • Know Your Customer (KYC) Procedures
  • Anti-Fraud & Anti-Money Laundering
  • Securities & Insurance Operations
  • Microsoft Office Suite
  • WorldCheck
  • J.D.Edwards (One World)
  • Sharepoint
  • Business Objects (Crystal Reports)
  • Factiva
  • Bridger
  • ABC, Office
  • Administrative, Works
  • Ambulance, Organizing
  • Analyst, Policies
  • Billing, Processes
  • Business Objects, Quick
  • Business operations, Research
  • Charts, Securities
  • Clerical, Phone
  • Consultation, Workflow
  • Crystal Reports
  • Clients
  • Customer Satisfaction
  • Database
  • Databases
  • Direction
  • Due diligence
  • Fast
  • Filing
  • Insurance
  • J.D.Edwards
  • Director
  • Market
  • Money
  • Microsoft Office Suite
  • Medical filing
  • Patient interviewing skills
  • Office administration
  • Working collaboratively
  • Work ethic
  • Friendly, positive attitude
  • Problem resolution
11/2016 to Current
Patient Services Associate University Of Pennsylvania Health System Havertown, PA,
  • Organized ER Registration Clerk who excels at delivering exceptional patient services while organizing and completing multiple tasks.
  • In-depth knowledge of patient registration process as well as confidentiality laws and regulations.
  • Proficient with computer registration system (EPIC) and experience of clerical and administrative duties of the healthcare environment.
  • Greets and arrives patients upon entry into the emergency room through Quick Emergency (QER) or Ambulance arrival registration process.
  • Provides compassionate patient service while collecting demographic, medical and insurance information from patients through bedside registering.
  • Verifies insurance providers and coverage for all patients.
  • Prepares electronic patient charts and files relevant paperwork following hospital’s guidelines.
  • Works with Language Line Services or provide interpreters when requested.
  • Achieves 100% accuracy on patient registration data.
  • Organized and maintained patient charts with proper classification and filing systems.
  • Answered over [Number] telephone calls per day to schedule appointments and answer patient questions.
  • Oversaw patient registrations by collecting information, verifying benefits and submitting paperwork.
  • Coordinated between patients and healthcare professionals to meet patient needs.
  • Utilized customer service skills and detailed system knowledge to support hospital and clinic operations.
  • Accessed patient information through variety of office software applications, maintaining strict confidentiality to remain compliant with HIPAA regulations.
  • Documented and managed patient information using [Software].
  • Answered patient questions and fielded complaints.
07/2006 to 02/2016
Compliance Analyst (VP) Marsh USA Inc, Global Partners Analysis Group, GPAG City, STATE,
  • Supported Marsh’s global Anti-Bribery & Corruption (ABC) programs for Third Party Providers (TPP).
  • Ensuring compliance with ABC policies and with the Foreign Corrupt Practices Act (FCPA).
  • Responsible for the analysis, research, review and authorization of TPPs while supporting various business operations by mitigating compliance risks for all Marsh & McLennan Companies globally.
  • Promoted to Vice President based on ability to effectively handle tasks assigned to me (2013).
  • Performed careful and detailed analysis of each Third Party submitted for Compliance review.
  • Reviewed TPP submission for complete and detailed description of Third Party engagement.
  • Performed enhanced due diligence on entities and individuals listed in the TPP submission through the use of Internet searches and proprietary databases, WorldCheck and Dow Jones Risk & Compliance Factiva.
  • Assisted with development and implementation of Know Your Customer policies and procedures for low risk/out of scope TPPs.
  • Assisted with development and implementation of a new TPP system, designed to track and report on all TPPs globally.
  • Investigated customer transactions for suspicious activity.
  • Reviewed company policies against best practices to better understand level of compliance.
  • Assisted with development of [Type] training programs to address company-wide problems.
  • Created plans to improve and correct operations in order to stay compliant.
  • Completed in-depth reviews of audit reports, client actions and monitoring activities.
  • Performed special reviews to support management needs.
  • Helped to investigate fraud and identify risks in collaboration with risk management staff.
  • Established working relationships with regulatory agencies.
  • Collected, input and analyzed information to make effective evaluations of company operations.
  • Planned and executed compliance audits to check company policies, procedures and controls.
  • Carefully maintained and circulated filing documents and records to department heads.
  • Facilitated adherence to all safety and regulatory objectives, including client-specific projects, training programs and personnel background checks.
  • Enforced regulations by reviewing federal and state laws to confirm compliance.
  • Completed comprehensive reviews of [Type] operations to evaluate compliance with [Type] requirements.
  • Oversaw training initiatives, which resulted in [Number]% improvement in employee compliance.
  • Produced [Timeframe] reports detailing compliance findings and recommendations for improvements.
  • Completed all assignments on time and with no infractions during examinations.
  • Developed organizational methods and policies, implementing training initiatives to deliver ongoing awareness of and compliance with established procedures.
  • Analyzed securities and insurance program registration documents.
  • Tracked both internal and external data export while monitoring for security risks.
  • Adhered to deadlines in optimizing regulatory and operational performance.
07/2001 to 04/2006
Senior Licensing Support Specialist REGED, CT Insurance Services, Wolters Kluwer Financial Services City, STATE,
  • Worked with clients, either producers or agencies, as an outsourcing agent facilitating the completion of insurance licensing for life, health, variable, property/casualty, and surplus lines of insurance.
  • Rated #1 in Customer Satisfaction Survey.
  • Promoted to senior position based on ability to effectively manage firm’s largest account (2005).
  • Managed division’s two largest accounts generating annual revenues of over $1.5M.
  • Prepared and executed insurance filings for individual producers & business entities.
  • Performed compliance tasks needed to properly license, appoint and terminate insurance producers.
  • Developed and implemented office procedures while providing management, guidance and direction to staff of four.
  • Resolved customer inquiries while providing expert advice and consultation on filing requirements licensing rules, fees and administrative procedures specific to all 51 U.S.
  • Jurisdictions.
  • Worked with Chief Executive Officer and Director of Regulatory Affairs on billing and workflow processes.
  • Updated Company database with information about laws, rules and procedures – helping to speed up the licensing process and getting the business community’s producers to market sooner, increasing premium income potential.
  • Promoted and sold company’s comprehensive range of services / software products - designed to support insurance licensing and appointment compliance departments, via phone and nationwide travel.
  • Developed training materials, conducted webinars and authored wikis for user training and support use.
  • Consulted via telephone to understand user problems, run through testing scripts and ask probing questions to locate root causes.
  • Assisted in technical support process refinement to improve customer service and support.
  • Researched, documented and escalated support cases to higher levels of support when unable to resolve issues using available resources.
Education and Training
Expected in 1998
BA: Deviant Behavior & Social Control
John Jay College of Criminal Justice - New York, NY
Expected in
Essentials of Investing & Financial Planning - South Shore Adult Education Center - Brooklyn, NY
Activities and Honors

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School Attended

  • John Jay College of Criminal Justice
  • Essentials of Investing & Financial Planning - South Shore Adult Education Center

Job Titles Held:

  • Patient Services Associate
  • Compliance Analyst (VP)
  • Senior Licensing Support Specialist


  • BA

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