Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic
Jennifer Routson

Jennifer Routson

Clearwater,USA

Summary

Dedicated professional with extensive experience in healthcare and customer service. Skilled in educating clients on health insurance options, processing applications efficiently, and maintaining compliance with industry regulations, ensuring a seamless enrollment experience and high client satisfaction.

Overview

27
27
years of professional experience
1
1
Certification

Work History

Licensed Health Insurance Agent

Catch Health Insurance
Clearwater, Florida
08.2025 - Current
  • Educated clients on health insurance plans and options, facilitating informed decisions.
  • Assisted in selecting coverage tailored to individual needs and preferences.
  • Processed applications, verifying eligibility for health benefits efficiently.
  • Maintained comprehensive knowledge of health insurance regulations and policies.
  • Provided ongoing client support throughout the enrollment process.
  • Developed strong client relationships, enhancing trust and reliability.
  • Conducted follow-ups to ensure satisfaction with selected health plans.
  • Resolved customer complaints promptly while upholding service standards.

Medicare Retention Agent

Enhance Health
Clearwater, FL
12.2024 - 05.2025
  • Resolved client concerns swiftly through effective coordination with sales teams.
  • Utilized CRM software to track interactions and manage client relationships.
  • Educated clients on Medicare options and available benefits.
  • Assisted clients in accurately completing Medicare enrollment applications.
  • Provided ongoing support regarding policy changes and updates to clients.
  • Maintained current knowledge of industry regulations and compliance requirements.
  • Handled customer complaints professionally, ensuring timely resolutions.
  • Presented insurance policy options clearly based on client needs and goals.

Referral Coordinator

Diagnostic Clinic Medical Group
Largo, FL
12.2023 - 08.2024
  • Processed all referrals for practice and scheduled specialist appointments for patients.
  • Collaborated with medical staff to streamline referral workflows and enhance communication.
  • Utilized eCW software to manage patient information and appointment scheduling.
  • Maintained familiarity with multiple insurance providers, including FL Blue, Aetna, and UHC Medicare Advantage.
  • Submitted pre-authorization requests for medical procedures, ensuring adherence to insurance guidelines.
  • Collaborated with healthcare providers to gather necessary documentation for pre-authorizations.
  • Trained new team members on referral processes and clinic protocols effectively.

Customer Service Representative

LaPlante Agency
Clearwater, FL
08.2023 - 11.2023
  • Answered all phone calls and addressed client inquiries promptly.
  • Maintained detailed records of customer interactions for future reference.
  • Managed customer accounts by updating information and tracking payments accurately.
  • Processed payments over the phone while informing customers about billing procedures.
  • Utilized CRM software to monitor interactions and gather customer feedback.
  • Performed administrative tasks including daily filing and report generation.
  • Kept track of client payments and ensured loss control compliance.
  • Moved downloads and emails from Gmail to designated client files in database.

Medical Insurance Verification Specialist/Float Cosmetic Scheduler

Bellaire Dermatology
Bellaire, TX
06.2021 - 07.2022
  • Executed cosmetic check-out and performed insurance verifications in a fast-paced environment.
  • Served as product specialist with extensive knowledge of Cutera, Re-Sonic, Fraxel Dual, IPL, Clear & Brilliant, Aviclear, Diamond Glow, Cool Sculpting, Cool Toning, laser hair removal, injectables, facials, and chemical peels.
  • Scheduled appointments and procedures for 12 Dermatologists and 3 aestheticians to optimize service delivery.
  • Verified medical insurance for all providers' venous procedures and ultrasounds using EMA software.

Leasing Consultant

The Hanover Company
Houston, TX
03.2020 - 05.2021
  • Achieved top closer status within two months through effective sales techniques.
  • Received numerous five-star Google reviews weekly from satisfied clients.
  • Assisted residents with leasing inquiries and conducted property tours to showcase offerings.
  • Managed lease documentation, ensuring compliance with company policies and procedures.
  • Conducted market research to analyze local rental trends and pricing strategies.
  • Utilized property management software for efficient tracking of applications and payments.
  • Facilitated communication between residents and maintenance teams for timely service requests.
  • Processed move-outs by completing final walkthroughs, inspecting unit conditions, and preparing documentation.

Medical Office Representative

BayCare Medical Group Cardiology
Safety Harbor, FL
09.2018 - 02.2020
  • Scheduled appointments for 19 cardiologists and 11 ARNPs across four office locations.
  • Provided exceptional customer service in a high-volume medical office.
  • Ensured HIPAA compliance during all patient interactions.
  • Facilitated communication between front desk and clinical staff regarding patient concerns.
  • Verified insurance eligibility prior to appointments, maintaining accurate records.
  • Managed nuclear testing ultrasounds and echocardiograms, handling 80-100 calls daily.
  • Utilized five software programs to optimize scheduling processes.

Medical Center Representative

Premier Health Partners
Dayton, OH
02.2016 - 04.2018
  • Executed patient registration and check-in/check-out processes efficiently.
  • Facilitated accurate insurance verification and billing inquiries resolution.
  • Coordinated seamless communication between medical staff and patients.
  • Scheduled appointments for multiple doctors while managing patient inquiries.
  • Maintained confidentiality of all patient information in compliance with HIPAA regulations.
  • Organized records by updating personal and financial information from patients.
  • Posted payments and collected co-pays to ensure accurate billing.
  • Managed daily operations across various offices as a float staff member.

Front Office Supervisor/Medical Assistant

Dermatology & Laser Surgery Center: Dr Gary Palmer
Centerville, OH
09.2008 - 12.2015
  • Scheduled and confirmed patient appointments and surgeries for three locations and three providers.
  • Maintained accurate pricing for dermatological and skin care products.
  • Prepared weekly and monthly reports, invoices, financial statements, letters, case histories, and medical records.
  • Compiled medical charts, reports, and laboratory results for provider review.
  • Managed product sales and ensured inventory levels of office supplies.
  • Processed payments, posted charges, and reconciled multiple daily batches.
  • Filed and maintained confidential medical records while training new hires.
  • Educated patients on Botox, Dysport, Sculptra, Voluma, Radiesse, Juvederm, and laser treatments.

Medical Receptionist

CAC Employment Services
Centerville, OH
02.2008 - 09.2008
  • Prepared reports, invoices, financial statements, and case histories for accurate documentation.
  • Received payments and recorded receipts to ensure accurate financial tracking.
  • Collected, sorted, and distributed mail or prepared messages for courier services.
  • Directed patients to their specific destinations efficiently.
  • Scheduled, greeted, and confirmed patient diagnostic appointments promptly.
  • Compiled and recorded medical charts, reports, and lab results for staff access.
  • Prepared and sent monthly financial statements and bills timely.
  • Filed and maintained confidential medical records securely.

Medical Receptionist/Scheduler

The Greater Dayton Cancer Center
Kettering, OH
03.2007 - 01.2008
  • Operated multi-line switchboard to screen and forward calls efficiently.
  • Provided patients with essential information and scheduled appointments for two providers.
  • Performed administrative support tasks, including proofreading and transcribing handwritten notes.
  • Conducted billing and verified insurance information for accuracy.
  • Received payments and accurately recorded receipts for all services rendered.
  • Filed and maintained confidential medical records to ensure compliance with regulations.

Sales Associate

Hidy Honda Power Sports
Troy, OH
06.2005 - 03.2007
  • Achieved highest customer satisfaction rating through exceptional support and product knowledge.
  • Delivered top sales performance, including highest internet sales and accessory sales.
  • Converted internet sales leads into successful transactions.
  • Greeted customers to assess wants and needs effectively.
  • Demonstrated merchandise operation and care to enhance customer experience.
  • Arranged financing, insurance, service contracts, and credit applications for customers.
  • Designed and arranged merchandise displays for front window to attract clientele.
  • Trained interim staff to ensure consistent service quality.

Veterinary Receptionist/Technician

Twin Maples Veterinary Hospital/AAHA
West Carrollton City, OH
10.1999 - 05.2004
  • Executed front office check-in and check-out processes, improving client experience and satisfaction.
  • Assisted in surgical procedures while providing critical support to veterinary technicians.
  • Educated clients on pet care, preventive options, and available veterinary products.
  • Managed billing procedures and processed payments, ensuring accuracy and timely transactions.
  • Coordinated follow-up appointments and reminders, fostering ongoing client engagement and loyalty.
  • Maintained cleanliness and organization of reception area to create a welcoming atmosphere.
  • Oversaw inventory management of pet products, ensuring optimal stock levels.
  • Utilized veterinary management software to process patient records accurately.

Education

High School Diploma -

Miami East High School
Casstown, OH
05-1990

Skills

  • Insurance policy analysis
  • Customer sales
  • Verification processes
  • Scheduling coordination
  • EMR systems expertise
  • Epic software knowledge
  • B2B sales strategies
  • Excel data analysis
  • Records management
  • Workflow optimization
  • Attention to detail
  • Communication skills
  • Collaboration skills
  • Time management
  • Terminology proficiency

Certification

  • Licensed 2-15 Agent

Timeline

Licensed Health Insurance Agent

Catch Health Insurance
08.2025 - Current

Medicare Retention Agent

Enhance Health
12.2024 - 05.2025

Referral Coordinator

Diagnostic Clinic Medical Group
12.2023 - 08.2024

Customer Service Representative

LaPlante Agency
08.2023 - 11.2023

Medical Insurance Verification Specialist/Float Cosmetic Scheduler

Bellaire Dermatology
06.2021 - 07.2022

Leasing Consultant

The Hanover Company
03.2020 - 05.2021

Medical Office Representative

BayCare Medical Group Cardiology
09.2018 - 02.2020

Medical Center Representative

Premier Health Partners
02.2016 - 04.2018

Front Office Supervisor/Medical Assistant

Dermatology & Laser Surgery Center: Dr Gary Palmer
09.2008 - 12.2015

Medical Receptionist

CAC Employment Services
02.2008 - 09.2008

Medical Receptionist/Scheduler

The Greater Dayton Cancer Center
03.2007 - 01.2008

Sales Associate

Hidy Honda Power Sports
06.2005 - 03.2007

Veterinary Receptionist/Technician

Twin Maples Veterinary Hospital/AAHA
10.1999 - 05.2004

High School Diploma -

Miami East High School
Jennifer Routson