Jesse Medina
San Antonio,TX
Summary
Bilingual (English/Spanish) financial services and healthcare professional with 6+ years of experience in member support, insurance processing, account verification, and sensitive case handling. Proven ability to investigate discrepancies, manage high-volume phone and electronic inquiries, protect client assets, and maintain data integrity in regulated environments. Strong analytical skills, accountability, and commitment to exceptional member service.
Overview
11
11
years of professional experience
Work History
Treatment Coordinator
AB Dental & Oral Surgery
01.2024 - Current
- Conduct detailed patient interviews to verify insurance coverage, eligibility, and financial responsibility.
- Identify and resolve account discrepancies, billing concerns, and coverage issues with insurance providers.
- Communicate sensitive financial and medical information clearly while educating patients on treatment plans and costs.
- Maintain accurate electronic records across multiple systems, ensuring compliance and data integrity.
- Provide high-volume phone and in-person support while maintaining professionalism and empathy.
General Manager (Remote)
Marroquin Insurance
06.2019 - 01.2023
- Processed and reviewed life insurance applications, verifying client identity, documentation, and payment accuracy.
- Investigated application discrepancies and followed up on pending cases to resolution.
- Assisted clients with billing inquiries and payment processing, reducing errors and delays.
- Maintained confidential financial and personal data while ensuring compliance with state and carrier regulations.
- Supported licensed agents with regulatory requirements, licensing verification, and payroll coordination.
Assistant Manager
San Antonio Dental
01.2017 - 01.2019
- Assisted with insurance verification, claims review, and account reconciliation.
- Served as primary contact for patient inquiries, resolving issues accurately and discreetly.
- Supported payroll, scheduling, and office operations while maintaining service quality.
Dental Assistant
San Antonio Family Dentistry
01.2015 - 01.2019
- Supported front-office and clinical operations including patient intake, insurance pre-authorizations, and record management.
- Maintained confidentiality and accuracy of patient and insurance records.
- Provided phone support, scheduling, and Medicaid/PPO submissions.
Education
Life Insurance Agent License -
Texas
01.2019
Registered Dental Assistant -
UT Health Science Center
01.2017
High School Diploma -
Huntsville High School
Skills
- Fraud & Discrepancy Investigation
- Account Research & Case Resolution
- Member/Client Interview Techniques
- High-Volume Phone & Electronic Communication
- Data Integrity & Documentation
- Regulatory Compliance
- Analytical & Critical Thinking
- Conflict Resolution
- Microsoft Office
- Multi-System Navigation
Languages
- Spanish
- English
Timeline
Treatment Coordinator
AB Dental & Oral Surgery
01.2024 - Current
General Manager (Remote)
Marroquin Insurance
06.2019 - 01.2023
Assistant Manager
San Antonio Dental
01.2017 - 01.2019
Dental Assistant
San Antonio Family Dentistry
01.2015 - 01.2019
Life Insurance Agent License -
Texas
Registered Dental Assistant -
UT Health Science Center
High School Diploma -
Huntsville High School