Jessica Davila
Houston
Summary
Healthcare Coordinator
Adaptable professional with 7 years of work experience and proven knowledge of leadership, problem-solving, and workflow prioritization. Aiming to leverage my abilities to successfully fill the position at your company.
Dedicated administrative professional with successful experience in fast-paced office settings. Hardworking team player with expertise in completing various clerical tasks and offering staff support. Responsible, punctual and productive professional when working with little to no supervision.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Healthcare Coordinator
Spring Cypress Modern Dentistry
02.2025 - Current
- Collaborated closely with dentists to develop customized treatment plans tailored specifically to each individual''s needs.
- Enhanced patient satisfaction by effectively managing treatment plans and addressing concerns.
- Improved patient retention by providing excellent customer service and establishing rapport with clients.
- Collaborated with insurance providers to ensure prompt claim processing for patients, resulting in improved cash flow for the practice.
- Streamlined dental office operations through efficient scheduling and coordinating appointments.
- Promoted oral health education among patients through informative discussions on proper hygiene practices and preventive measures.
- Nurtured a positive and supportive work environment for staff members by fostering open communication and teamwork within the office.
Financial Services Representative
PFS Investments
04.2015 - 02.2025
- Called on policyholders to deliver and explain policy, to analyze insurance program and suggest additions and changes and to change beneficiaries.
- Interviewed prospective clients to obtain data about financial resources and needs, physical condition of person or property, and to discuss any existing coverage.
- Explained features, advantages and disadvantages of various policies to promote sale of insurance plans.
- Selected company by type of coverage requested by client to underwrite policy.
- Customized insurance programs to suit individual customers, often covered variety of risks.
- Attended meetings, seminars and programs to learn about new products and services, learn new skills and receive technical assistance in developing new accounts.
- Developed marketing strategies to compete with other individuals and companies who sold insurance.
- Performed administrative tasks, such as maintaining records and handling policy renewals.
- Sold insurance policies to individuals, and families on behalf of Primerica.
- Calculated premiums and established payment method.
- Sought out new clients and developed clientele by networking to find new customers and generate lists of prospective clients.
- Ensured that policy requirements were fulfilled, including any necessary medical examinations and completion of appropriate forms.
- Explained necessary bookkeeping requirements for customer to implement and provide group insurance program.
- Monitored insurance claims to ensure were settled equitably for both client and insurer.
- Adhered to quality and service standards to support operational goals.
Skills
- Patient registration
- Patient care coordination
- Office administration
- Insurance Customization
- Multitasking Abilities
- Financial plan options
- Bilingual
- Appointment scheduling
- Treatment Planning
- Financial arrangements
- Phone and email etiquette
- Customer service
- Adaptable and flexible
Certification
- Life & health Insurance License
- Investment License
Languages
Spanish
Native or Bilingual
English
Native or Bilingual
Timeline
Healthcare Coordinator
Spring Cypress Modern Dentistry
02.2025 - Current
Financial Services Representative
PFS Investments
04.2015 - 02.2025
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