Jacqueline Ramos
Sunrise
Summary
Organized and detail-oriented professional with experience handling records, entering and reviewing information, managing documents, and communicating with clients. Strong ability to keep information accurate, follow procedures, and stay focused while completing computer-based tasks. Reliable, quick to learn, and looking to use my data entry, customer service, and organization skills in a clerical support role.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Cleaning Assistant
Cleaning Services
Plantation, FL
01.2022 - Current
- Managed client records, scheduling, and service documentation, ensuring accurate and confidential record-keeping.
- Maintained compliance with health and safety regulations, implementing strict sanitation protocols to uphold industry standards.
- Handled customer inquiries, provided service recommendations, and ensured high client satisfaction through effective communication and problem-solving.
- Processed invoices, managed financial transactions, and maintained organized digital and physical records for business operations.
- Trained and supervised employees on proper cleaning procedures, safety guidelines, and customer service best practices.
Health Information Specialist
Datavant
Remote
11.2025 - 04.2026
- Processed medical records requests while following HIPAA guidelines and company procedures.
- Reviewed request details, authorizations, dates of service, and facility information for accuracy before releasing records.
- Used systems such as HealthSource, Epic, OnBase, and ClearSense to search, retrieve, and organize patient records.
- Handled different request types including continuation of care, subpoenas, audits, insurance, attorney, and patient-directed requests.
- Maintained accurate documentation, notes, and request updates to support efficient processing and quality review.
- Communicated with internal teams regarding request status, billing questions, holds, and missing or unclear information.
Life Insurance Representative
Enhance Health
Coral Springs, FL
01.2024 - 10.2025
- Obtained and reviewed medical records for application processing, ensuring accuracy and compliance with underwriting requirements.
- Managed and maintained sensitive client information, adhering to HIPAA and industry regulations.
- Assisted clients in understanding and selecting insurance plans, explaining policy details, and addressing inquiries with accuracy and professionalism.
- Processed applications, verified client information, and maintained detailed records in secure databases.
- Collaborated with underwriting and claims teams to facilitate efficient case resolution and improve customer satisfaction.
- Utilized CRM systems to track client interactions and ensure seamless follow-up and case management.
- Provided guidance on policy benefits and claims procedures, ensuring clients received timely and accurate support.
- Maintained strict confidentiality in handling personal health and financial data in accordance with company policies and legal guidelines.
Cashier and Customer Service
Jiffy Lube
Pembroke Pines, FL
01.2023 - 01.2024
- Processed sales transactions accurately while providing excellent customer service and educating customers on promotions and discounts.
- Redeemed coupons and handled customer inquiries, efficiently resolving concerns and escalating issues to management when necessary.
- Maintained a clean, organized checkout area to enhance the overall customer experience and ensure smooth operations.
Referral Coordinator
Rivas Digestive Center
Hollywood, FL
06.2022 - 01.2023
- Processed and coordinated patient referrals, ensuring timely authorization and communication between healthcare providers and insurance companies.
- Managed patient registration, verifying demographic and insurance information while maintaining accurate and confidential medical records in compliance with HIPAA regulations.
- Scheduled patient appointments efficiently, optimizing provider availability and ensuring seamless patient care coordination.
- Assisted patients with understanding referral procedures, appointment requirements, and insurance coverage details.
- Maintained detailed documentation of referrals, authorizations, and patient interactions within the electronic health record (EHR) system.
Education
Associate of Science - Data Analytics
Broward College
Miramar, FloridaSkills
- Accuracy and attention to detail
- Time management
- Customer Service-oriented
- Independent worker
- Problem-solving
- Maintains confidentiality
- Microsoft Excel
- HIPAA Compliance
- Data accuracy
Certification
- Life, Health & Variable Annuity License (2-15) - March 2024
Timeline
Health Information Specialist
Datavant
11.2025 - 04.2026
Life Insurance Representative
Enhance Health
01.2024 - 10.2025
Cashier and Customer Service
Jiffy Lube
01.2023 - 01.2024
Referral Coordinator
Rivas Digestive Center
06.2022 - 01.2023
Cleaning Assistant
Cleaning Services
01.2022 - Current
Associate of Science - Data Analytics
Broward College