Summary
Overview
Work History
Education
Skills
Timeline
Generic

Jessica Canada

Cleveland

Summary

Discerning Finance Manager with experience in financial management and program leadership. Proficient in regulatory requirements and optimal approaches for keeping systems current and compliant. Highly organized, forward-thinking and responsive to changing demands.

Experienced with insurance claims management and policy coordination, ensuring compliance and accuracy in all documentation. Utilizes strong organizational skills and attention to detail to streamline processes and improve workflow. Knowledge of customer service and problem-solving techniques to effectively address policyholder concerns.

Qualified [Desired Position] with background in managing insurance claims and coordinating policy details. Adept at streamlining processes to improve efficiency and ensure compliance with regulatory standards. Demonstrated skills in customer communication and problem-solving to address and resolve policyholder concerns effectively.

Overview

12
12
years of professional experience

Work History

Insurance Coordinator

Northeast Oral Maxillfcial Srg
04.2024 - Current
  • Verified insurance and communicated coverage to staff and patients.
  • Managed a high volume of inbound calls, promptly resolving issues while providing accurate information on policies and procedures.
  • Assisted clients with understanding complex insurance policies, effectively addressing concerns or questions.
  • Obtained data such as patient, insurance ID, insurance provider and medical codes to properly file insurance claims.
  • Obtained prior authorization and precertification for outpatient procedures.
  • Filed and tracked insurance claims and communicated claims status to patients.
  • Referenced monthly aging reports to follow up on unpaid claims and obtain maximum reimbursement.
  • Contributed positively to team morale by consistently demonstrating a collaborative attitude and willingness to support colleagues.
  • Enhanced customer satisfaction by efficiently handling insurance claims and processing policy updates.
  • Maintained up-to-date knowledge of insurance regulations, ensuring company compliance with current laws.
  • Improved operational workflows by introducing digital filing systems, significantly reducing paper use.
  • Made contact with insurance carriers to discuss policies and individual patient benefits.
  • Posted payments to accounts and maintained records.
  • Carried out administrative tasks by communicating with clients, distributing mail, and scanning documents.
  • Generated, posted and attached information to claim files.
  • Calculated adjustments, premiums and refunds.
  • Maintained confidentiality of patient finances, records, and health statuses.
  • Collected premiums and issued accurate receipts.
  • Processed and recorded new policies and claims.
  • Resubmitted claims after editing or denial to achieve financial targets and reduce outstanding debt.
  • Prepared insurance claim forms or related documents and reviewed for completeness.

Finance Manager

Conroe Smiles
08.2019 - 04.2024
  • Scheduled patient appointments and effectively handled cancellations and last-minute adjustments
  • Monitored accounts to proactively identify aging balances and insurance payment problems in need of attention
  • Checked patients in and out, verified insurance and collected co-pays to keep business administrative and financial records current
  • Prepared new patient files and updated existing records with new personal, insurance and medical information
  • Handled telephone and in-person requests for assistance from new and established dental practice patients
  • Collected payments from patients and arranged payment schedules
  • Demonstrated proficiencies in telephone, e-mail, fax and front-desk reception within high-volume environment
  • Scheduled cleanings and dental appointments for patients using appointment software

BSC Paraprofessional

Splendora ISD
02.2013 - 08.2019
  • Applied positive reinforcement to redirect negative behaviors
  • Supplied one-on-one attention to each student during group activities
  • Customized small group and individual classroom activities based on differentiated learning needs
  • Offered students personalized educational, behavioral and emotional support
  • Communicated and collaborated well with educators from various grade levels
  • Observed students to help teachers identify potential learning blocks and opportunities for support
  • Created displays of students' work in classroom areas and other school spaces
  • Attended in-services, workshops and seminars
  • Observed student performance and recorded academic and attendance

Education

High School Diploma -

Splendora High School
Splendora, TX
05.2001

Dental Assisting -

Lone Star College
Kingwood, TX
03.2005

Skills

  • Departmental oversight
  • Financial institution programs
  • Financing expertise
  • Improvement recommendations
  • Financial budgeting
  • Customer financing
  • Insurance products
  • Client relationship management
  • Planning and coordination
  • QuickBooks experience
  • Cost and budget analysis
  • Insurance processes
  • Insurance claims processing
  • Insurance verification
  • Customer service and assistance

Timeline

Insurance Coordinator

Northeast Oral Maxillfcial Srg
04.2024 - Current

Finance Manager

Conroe Smiles
08.2019 - 04.2024

BSC Paraprofessional

Splendora ISD
02.2013 - 08.2019

Dental Assisting -

Lone Star College

High School Diploma -

Splendora High School

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Jessica Canada