JACQUELINE G. WALKLEY
Akron, OH • 386-***-**** • ***********@*****.***
PROFESSIONAL SUMMARY
Client focused professional with over a decade of experience in insurance documentation, legal record retrieval, and customer relations. Strong background in policy servicing, endorsements, and compliance. Skilled at managing sensitive records for litigation support and ensuring accuracy in high volume administrative processes. Known for clear communication, organizational efficiency, and maintaining confidentiality. CORE SKILLS
• Insurance Documentation & Endorsements
• Claims & Policy Support
• Legal Records Retrieval & Processing
• Data Entry & Accuracy
• HIPAA & Compliance Knowledge
• Client Relations & Communication
• Quality Control & Recordkeeping
• Multi Line Phone & Administrative Support
PROFESSIONAL EXPERIENCE
Insurance Market, Inc. – Licensed CSR / Data Entry Clerk Longwood, FL • 2003 – 2009
• Wrote and serviced auto and commercial policies, processed payments and endorsements.
• Managed file room, mail processing, and office supply inventory. Florida Insurance Specialist – Quality Control / Endorsement Processor Lake Mary, FL • Dec 2012 – Sep 2014
• Processed mortgagee changes, endorsements, and payment transactions for homeowner and flood policies.
• Provided insurance documentation and quality checks for compliance. ABI Document Support Systems – Client Relations & Retrieval Specialist Lake Mary, FL • 2021
• Coordinated with records custodians to obtain legal and medical records for pending litigation.
• Processed pre pay invoices and tracked orders for multiple law firms across several states. Verisma Systems, Inc. – Release of Information Specialist II Remote • Jan 2023 – Present
• Process and fulfill medical ROI requests for attorneys and patients via MyChart, ensuring strict HIPAA compliance.
• Review, interpret, and prepare medical records using Verisma software applications.
• Assist in resolving HIPAA related release issues and maintain accurate documentation. CPS Recruitment – Release of Information Specialist Remote • Jul 2021 – Dec 2022
• Completed high volume medical ROI requests as part of the VRA attorney team.
• Ensured confidentiality and compliance by consistently following HIPAA and organizational policies. Customer Management Systems – Customer Service Surveyor Sanford, FL • Sep 2015 – Apr 2016
• Conducted post service and sales surveys for automotive dealerships to assess client satisfaction. Coggin Deland Hyundai – Business Development Consultant Deland, FL • Nov 2014 – Jun 2015
• Scheduled appointments for sales and service departments.
• Assisted with inbound leads and recall outreach campaigns. EDUCATION & CERTIFICATIONS
• Associate of Science, Criminal Justice – Florida Metropolitan University, Orlando, FL (2007)
• 440 Personal Lines Insurance License – Diane Fink School of Insurance, Orlando, FL (2006)
• High School Diploma – Deltona High School, Deltona, FL (2003)