licensed property & casualty /life & health
Resume:
Traci R. Jimenez
**** *. ******* **. *******, WA 99208
Cell 509-***-**** Email: ************@***.***
Work Experience:
State Farm-Kit Brennick Agency August 2015-Present
New Account Representative-Licensed P&C/Life & Health/WA State Notary
Assist agents in servicing their existing book of business.
Maintain reports & records of insurance policies.
Processing endorsements, payments, distributing office mail, quoting/binding insurance for property/casualty/life/health, answering telephones, timely data management, researching/ solving client issues as directed by the agent/management, and Administrative projects. Answer questions & make changes to existing policies.
Notarize documents for policyholders.
Interviews, or coordinates interviews, of candidates for employment; analyzes qualifications, checks references, & makes recommendation for employment; provides new hires with employment information and office procedures.
Oversees supervision of office staff management including: resolution of issues, timely responses to questions submitted to web page for feedback, attendance to ensure presence of sufficient staff at all times, etc.; coordinates meetings and agenda as necessary.
Oversee payment of invoices, requisitions for supplies, materials & equipment; maintains records of agency property & inventory list; schedules repair and maintenance of office space & equipment.
Develop leads, schedule appointments, identify customer needs, &
Market/advertise appropriate products & services with the agent, utilize the web to promote agency on Facebook & Twitter.
Established customer relationships and followed up with customers, as needed.
Work with the agent to establish & meet marketing goals. Self-motivated.
Maintain a strong work ethic with total commitment for success each day.
Ability to adapt & learn new skills necessary to operate the agency.
Help individuals, businesses, and families select the most appropriate policies for health, life, and properties. Advise clients on how to minimize risk.
Sell policies that protect individuals and businesses from financial loss resulting from automobile accidents, fire, theft, storms, and other events that can damage property.
Summit General Insurance Services August 2011-May 2015
Office Manager
Assist agents in servicing their existing book of business.
Processing endorsements, quoting insurance for property/casualty/life/health, answering telephones, timely data management, researching/ solving client issues as directed by the agent/management, & Administrative projects.
Present recommendations for salary changes, promotions, terminations, and other personnel related actions.
Interviews, or coordinates interviews, of candidates for employment; analyzes qualifications, checks references, & makes recommendation for employment; provides new hires with employment information and office procedures.
Maintain personnel records & any additional records which reflect the current work assignment, organizational location & classification of each position; recommends needed organizational changes; & oversees application of various benefit programs for employees.
Maintain a current knowledge of State Personnel policies, procedures, laws, rules, & regulations. Supervises the agency’s personnel program in carrying out the rules, regulations, and policies under which it operates.
Propose policies & procedures for agency Personnel & Policy Manual.
Responsible for timely filing completed reports as may be required under state law or regulation including: PMP Report, etc.
Oversees supervision of office staff management including: resolution of issues, timely responses to questions submitted to web page for feedback, attendance to ensure presence of sufficient staff at all times, etc.; coordinates meetings & agenda as necessary.
Regularly review & analyze financial information & conducts cost analysis & financial projections to estimate future expenditures & revenues, & establish & maintain realistic budget goals; makes recommendations on budget proposals, changes in expenditures, workloads, staffing patterns, funds distribution & other areas.
Plan, organize & direct agency business functions; budget, and accounting functions. Responsible for: administration of payroll, time/ travel/ leave regulatory compliance,
Collecting and filing all employee information needed for payroll including time, travel, and leave, & coordination of travel arrangements for staff for training & licensing industry conferences.
Oversee payment of invoices & other expense vouchers, requisitions for supplies, materials and equipment; maintains records of agency property & inventory list; schedules repair & maintenance of office space & equipment.
Oversee all aspects of payroll, travel, insurance, procurement, Accounts Payable, and GL accounting, and annual budget. This includes the day to day management of funds and daily cash receipting.
Management involving payroll, budget, audit, or any other business operation
Upper Merion Dental July 2010-August 2011
Receptionist
Manage day-to-day operations of dental office
Open & close dental office according to office protocol
Review the office for a neat, professional appearance & make necessary changes
Check the daily schedule for accuracy & post it in all treatment rooms
Answer & respond to telephone calls with professionalism
Review supplies for reception & provide order to the Dentist
Maintain petty cash
Ensure that HIPAA Notice of Privacy Practices Notice is on display
Patient Management
Maintain a professional reception area; organize patient education materials, etc.
Greet & welcome patients and visitors to the practice
Check in patients according to office protocol, verifying & updating patient information
Manage recall & inactive patient system
Oversee patient relations &handle patient complaints, under Dr.’s indirect supervision
Help explain office policy to patients
Confirm the next day’s appointments according to protocol and patient preferences
Schedule patients for efficient use of doctor and staff time
Check patient quick-fill list to try to fill in cancellation and no-show appointment times
Collect payment from patients at the time of treatment
Make follow-up appointments as needed
Prepare financial treatment plans & present plan options to patient at end of their appointment & Assist in the treatment room as needed
Records Management
Gather & accurately record insurance information from patients
See that records are stored securely; handle incompliance with HIPAA privacy and security regulations
Accurately file patient information
Arrange patient charts & radiographs for the next day’s appointments
Track cases & referrals to a& from other doctors
Update insurance information on all patients at all times
Submit treatment plans for predetermination of benefits
Prepare claim forms for patients with dental insurance
Organize supporting materials for claim forms, such as radiographs or written narratives, as directed
Mail or electronically submit claim forms from office
Assist in the resolution of problems with third-party payers
Monitor inventory & order dental office supplies as needed
Monitor and make sure all dental office equipment is working properly
Norristown Dental Center November 2005-July 2010
Office Manager/ front desk
Great customer service, greet & assist patients in person & via the telephone
Create/update charts & patient accounts
Schedule patient appointments maximizing provider’s schedule
Collect & record payments from patients, Explain financial obligations and payment options
Promote Norristown Dental Center–ask for patient referrals
Process new patient paperwork
Print schedules for the next day
Review patient insurance eligibility from managed care list
Establish and maintain patient call list, confirm patient appointments.
Create & send failed appointment letters
Ensure all provider charges are posted correctly
Prepare & process referrals
Process insurance submissions & pre-authorizations
Verify & process daily bank deposits & order office supplies
Manage delinquent patient accounts/follow up patient complaints
Troubleshoot, install, and follow up on technology issues
Accurately submit write off and refund requests
Adhere to HIPAA privacy policy
Enforce Standard Operating Procedures/office protocol, report accidents and exposures
Meet/exceed provider performance and office performance goals
Verify month-end –provider charges and hours
Maintain a neat and professional physical appearance, coordinate cleaning/ service
contracts as necessary- indoor/outdoor.
Coordinate office events
Follow employment law practices
Other related duties as assigned
Education:
Katherine Gibbs September 2002-2003
Business Administration
Licenses/certifications:
Property & Casualty Insurance license
Life & Health Insurance
WA State Notary Licensed/Bonded
References:
Melvin McCoy, Insurance Agent / Owner
Employer: Summit General Insurance
Known since: 2010 Business reference
Kara Belgarde, Restaurant Manager
Employer: Koala Restaurant & Bar
Known since: 1983 Business/ Personal reference
Holly Smith, Legal Assistant
Employer: Banker Lopez Gassler P.A.
Known since: 1990 Personal and business reference
Nayeli Aguilar,
Employer: Alliance Personnel/ Office Coordinator in Norristown, PA
Known since: 2001 Business/ Personal reference
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