Jamie Rodriguez
Pasadena,TX
Summary
Seasoned Intake Specialist with 15 years of experience in customer service and claims management. Excelled at Optum-United Health Group, handling high-volume inquiries and resolving billing issues. Proven track record in client support and data entry, adept at Microsoft Office Suite.
Tactful Claims Specialist with expertise in settlement preparation, claims processing and appeal filing. Diplomatic and personable professional accustomed to handling sensitive, confidential information and investigating complex liability claims. Committed to maintaining customer satisfaction and contributing to company success.
Overview
18
18
years of professional experience
Work History
Intake/Claims Specialist
Optum-United Health Group
Houston, TX
06.2023 - Current
- Resolved customer concerns through attentive listening and effective problem-solving, enhancing overall satisfaction.
- Managed high volume of communication across calls, emails, and online inquiries while ensuring quality service delivery.
- Processed billing discrepancies and issued refunds or credits, correcting account errors to maintain customer trust.
Leave of Absence Coordinator
Compych
08.2025 - 08.2026
- Managed leave of absence processes, ensuring compliance with company policies and regulations.
- Coordinated communication between employees and management regarding leave status and requirements.
- Developed and maintained tracking systems for employee leave requests, improving accuracy and response times.
- Provided training to staff on leave policies and procedures, enhancing understanding across departments.
- Collaborated with HR teams to align leave management strategies with organizational goals and objectives.
- Resolved conflicts related to leave requests through effective mediation and clear communication strategies.
- Collaborated with medical professionals to verify documentation supporting employee leave requests, maintaining strict confidentiality at all times.
- Served as a knowledgeable resource for employee questions about leave laws and company policies, promoting understanding and compliance across the organization.
- Minimized instances of unscheduled absences by offering guidance and resources to employees seeking alternative solutions prior to requesting formal leaves of absence.
Independent Contractor
Insight Global
Houston, TX
06.2022 - 06.2023
- Troubleshot issues to deliver effective solutions, minimizing client downtime.
- Addressed client inquiries and concerns promptly, fostering strong client relationships.
- Provided timely and accurate resolutions to client challenges, improving overall satisfaction.
Environmental Services
Crothall Healthcare
Houston, TX
03.2019 - 06.2022
- Assembled and organized cleaning supplies and chemicals for efficient task execution.
- Executed cleaning duties according to checklist, maintaining high quality standards.
- Reported on key performance indicators and presented outcomes to senior leadership, driving organizational awareness of environmental services impact.
- Implemented new technology solutions to improve communication, tracking, and reporting within the environmental services team.
- Participated in industry conferences to stay current on emerging trends in environmental services and new technologies available for implementation.
Intake Specialist
Stratos Medical Review
Houston, TX
03.2018 - 01.2020
- Facilitated client applications for Social Security Disability (SSD) by collecting and verifying essential medical information.
- Grew client base by engaging and onboarding new clients through targeted outbound calls and personalized assistance.
- Managed patient intake processes to ensure accurate information collection and compliance with regulatory standards.
- Coordinated communication between healthcare providers and patients to facilitate timely service delivery.
- Developed training materials for new staff on intake procedures and system navigation.
Customer Service Representative
Iqor Asurion
Houston, TX
05.2017 - 03.2018
- Addressed customer inquiries and processed insurance claims, ensuring accuracy and timeliness in assistance.
- Managed payment transactions and provided technical support, improving customer service satisfaction.
- Resolved customer inquiries using CRM systems, enhancing service efficiency and satisfaction.
- Trained new staff on customer interaction protocols, fostering team competency and consistency in service delivery.
- Implemented process improvements that streamlined complaint resolution, reducing response times significantly.
Walmart Stocker
Walmart
Pasadena, TX
09.2015 - 08.2017
- Unloaded merchandise from delivery trucks and sorted items to optimize inventory management.
- Maintained cleanliness of storage and sales floor while ensuring accurate product stocking on shelves.
- Organized merchandise on shelves to enhance product visibility and accessibility.
- Maintained stock levels by accurately tracking inventory and replenishing as needed.
- Assisted in receiving shipments and ensured proper handling of products during stocking.
Customer Service Representative
Extended Stay Hotels
Houston, TX
03.2014 - 06.2016
- Assisted guests with efficient check-in and check-out processes.
- Facilitated guest accommodations and resolved concerns to improve overall satisfaction.
- Maintained room cleanliness and coordinated reservation bookings to enhance guest experiences.
Customer Service Representative
Xerox Services
Houston, TX
01.2012 - 04.2014
- Addressed customer inquiries, facilitated account modifications, and processed bill payments and extensions to maintain client satisfaction and ensure service continuity.
- Provided technical support to resolve user issues, improving customer experience and reinforcing company reputation for effective problem-solving.
- Resolved customer inquiries through effective communication and problem-solving strategies.
- Enhanced customer satisfaction by providing timely support and accurate information.
- Collaborated with team members to streamline service processes and improve response times.
Glazer
Builders FirstSource
Houston, TX
01.2009 - 05.2012
- Assembled window components, including frames and glass, to support product integrity and enhance customer satisfaction.
- Operated machinery to fabricate high-quality window units, ensuring compliance with safety protocols and production timelines.
- Operated glazing tools and equipment to apply finishes on various building materials.
- Inspected materials for quality assurance and ensured compliance with safety standards.
- Coordinated with team members to streamline production workflows and improve efficiency.
Education
High school or equivalent - General Studies
Houston Community College
Houston, TX08-2016
Skills
- Insurance claims analysis expertise
- Claim assessment
- Policy interpretation
- Medical terminology
- Insurance regulations
- Data Analysis
- Technical Support
- Data input
- Data entry proficiency
- Microsoft Word
- Excel
- PowerPoint
- Microsoft Office
- Microsoft Outlook
- Customer Service
- Customer Care
- Client assistance
- Call Center
- Attention to detail
- Sales Experience
- Organizational abilities
- Time Management
- Problem-solving
- Multitasking
- Communication Skills
- Accuracy and precision
- Client service
- Scheduling
- Problem-solving
- Attention to detail
- Multitasking
Timeline
Leave of Absence Coordinator
Compych
08.2025 - 08.2026
Intake/Claims Specialist
Optum-United Health Group
06.2023 - Current
Independent Contractor
Insight Global
06.2022 - 06.2023
Environmental Services
Crothall Healthcare
03.2019 - 06.2022
Intake Specialist
Stratos Medical Review
03.2018 - 01.2020
Customer Service Representative
Iqor Asurion
05.2017 - 03.2018
Walmart Stocker
Walmart
09.2015 - 08.2017
Customer Service Representative
Extended Stay Hotels
03.2014 - 06.2016
Customer Service Representative
Xerox Services
01.2012 - 04.2014
Glazer
Builders FirstSource
01.2009 - 05.2012
High school or equivalent - General Studies
Houston Community College