Summary
Overview
Work History
Education
Skills
Timeline
Generic

Jessica Lozano

Gibsonton,FL

Summary

Looking for an opportunity that fits my personality based on what I have achieved with past work experiences. I excel in data entry, compliance, and processing audits. I am open to challenges and always willing to learn.

Overview

13
13
years of professional experience

Work History

Contract & License specialist

Benfytt Technologies/Total Insurance Brokers
Tampa, FL
03.2020 - 12.2023
  • Remote.
  • Managed, ordered, renewed and audited agent state licenses.
  • Data entry reports.
  • Point of contact for Medico (carrier).
  • Assist with onboarding agents.
  • Ensure our database has correct information available and updated often, so our agents can sell the product.
  • Processed background checks.

Agent Specialst

TTEC
Tampa, FL
06.2023 - 12.2023
  • Remote - Hired on to assist previous employer Benefytt Technolgies.
  • Managed, ordered, renewed and audited assigned agent state licenses
  • Data entry into Monday.com from exported reports
  • Ensure our database has correct information available & updated often so our agents can sell product
  • Onboarding agents

Billing Accounting Clerk

Nissan Brandon
Tampa, FL
04.2019 - 02.2020
  • Clean deal packs
  • Verify all needed documents are correct
  • Logging
  • Clean schedules
  • Cut payoff checks

Accounting Clerk

Jerry Ulm Dodge/Morgan Auto Group
Tampa, FL
07.2016 - 04.2019
  • Posted wholesale deals.
  • Dealer Trades. Trades.
  • Inventory (New/Used)
  • Cut checks (spiffs, refunds, buyouts).
  • Warranty Clerk - Worked in warranty for a short period due to a second promotion into accounting.
  • Posted and verified technicians pay on tickets.
  • Paid enterprise invoices based on customer rental days.
  • Posted and processed recall claims in Reynolds.
  • Service Cashier - Original Position
  • Verifying that the correct person is picking up and keeping personal information confidential.
  • Answer phone calls, and schedule service appointments.
  • Tracking customer warranty payments and making sure tickets are closed.

Member services

C3 Customer Channels
Pole Line, Twin Falls, Idaho
10.2015 - 05.2016
  • I worked for two of the three clients they promoted.
  • Universal American (Medicare Advantage plans) and FedEx calls.
  • Answered live calls and helped our members with questions about their private insurance.
  • Verified and documented into profiles.
  • Scheduled pickups and tracked customers' packages.
  • Calls were kept very short.
  • Regular coaching with supervisors to keep up to date with overall progress.

CNA

Genesis Healthcare Center
Twin Falls, ID
09.2014 - 11.2014
  • Residents would receive me in the morning and help them prepare themselves for the day
  • Helped with residents showers
  • Assist feed residents if they were on assisted feeding
  • Kept residents clean with proper hygiene
  • Be alert to residents and their safety
  • Check vitals on regular basis.

Cashier/ Line Cook

Cafe Rio
Twin Falls, ID
08.2012 - 05.2014
  • Correctly received orders
  • Processed payments
  • Kept line moving as line cook and started food order

Receptionist

Power County Court
American Falls, ID
02.2011 - 05.2012
  • Organize files
  • Answer phones
  • Assisted in errand runs
  • Sent reminder letters of court fees due

Education

CNA -

College Of Southern Idaho
Twin Falls, ID
10.2014

GED -

Idaho State University
Pocatello, ID
01.2012

Some College (No Degree) - Business Administration

Strayer University
Tampa, FL

Skills

  • Cash handling
  • Customer Service
  • CNA experience
  • Bilingual (ENG - SPAN)
  • Phone experience
  • Documenting in accounts and profiles
  • Excel
  • Adobe
  • Accounting experience (Reynolds & CDK)
  • Insurance Compliance
  • UKG & Sircon experience
  • Reliable team member
  • Data Entry
  • Compliance and audits
  • Work at home

Timeline

Agent Specialst

TTEC
06.2023 - 12.2023

Contract & License specialist

Benfytt Technologies/Total Insurance Brokers
03.2020 - 12.2023

Billing Accounting Clerk

Nissan Brandon
04.2019 - 02.2020

Accounting Clerk

Jerry Ulm Dodge/Morgan Auto Group
07.2016 - 04.2019

Member services

C3 Customer Channels
10.2015 - 05.2016

CNA

Genesis Healthcare Center
09.2014 - 11.2014

Cashier/ Line Cook

Cafe Rio
08.2012 - 05.2014

Receptionist

Power County Court
02.2011 - 05.2012

CNA -

College Of Southern Idaho

GED -

Idaho State University

Some College (No Degree) - Business Administration

Strayer University
Jessica Lozano