Jessica Vertz
Pulaski
Summary
Detail-oriented broker specializing in client coordination and regulatory compliance. Demonstrated success in supporting clients and analyzing market trends to develop effective procurement strategies. Strong ability to enhance operational efficiency and drive results in competitive environments.
Overview
18
18
years of professional experience
4
4
Certifications
Work History
Broker
Self-Employed
Pulaski
08.2016 - Current
- Coordinated client meetings, preparing essential documentation for discussions.
- Maintained accurate transaction records in compliance with regulations.
- Participated in seminars and conferences to remain informed on industry trends.
- Collaborated with legal and tax experts to ensure compliance with applicable laws.
- Engaged in internal discussions focused on developing innovative products or services.
- Supported clients with account inquiries and transaction processes.
Billing and Coding Associate
Bay Area Chiropractic & Acupuncture Clinic
De Pere
06.2016 - 10.2018
- Processed insurance claims for chiropractic and acupuncture services efficiently.
- Maintained accurate patient records, including billing codes and essential details.
- Coordinated with healthcare providers to verify patient insurance eligibility.
- Reviewed and resolved billing discrepancies in a timely manner.
- Communicated effectively with patients on billing inquiries and payment options.
- Audited charts regularly to identify missing or incorrect coding information.
- Generated monthly reports summarizing all billing activities for management review.
- Ensured compliance with HIPAA guidelines for patient privacy protection.
Corporate Buyer
Shopko Stores
Green Bay
01.2008 - 06.2016
- Negotiated contracts with suppliers, securing favorable terms and pricing.
- Analyzed market trends to guide purchasing decisions and inventory management.
- Conducted regular audits of inventory levels, optimizing stock replenishment processes.
- Developed purchasing strategies based on sales forecasts and seasonal demands.
- Prepared reports on purchasing activities for review by senior management.
- Researched competitors and identified new vendors for improved sourcing options.
- Assisted in developing corporate-wide strategic sourcing initiatives to enhance procurement efficiency.
- Maintained comprehensive records of purchases, including invoices and contracts.
Education
Marketplace - Healthcare
FFM MLMS Training
Online10-2025
AHIP Medicare - Medicare AHIP
AHIP Online Learning
Online07-2025
Insurance Licensing CE - Accident/Health/Life
CEWisconsin.com
Online12-2024
High School Diploma -
Pulaski High School
Pulaski, WI06-1991
Some College (No Degree) - Business
NWTC
Green Bay, WISkills
- Healthcare compliance and medical billing
- Client relations and claims processing
- Insurance verification
- Data analysis
Certification
Intermediary Agent Individual Accident & Health WI
Affiliations
Commission on Aging Secretary
References
References available upon request.
Timeline
Broker
Self-Employed
08.2016 - Current
Billing and Coding Associate
Bay Area Chiropractic & Acupuncture Clinic
06.2016 - 10.2018
Corporate Buyer
Shopko Stores
01.2008 - 06.2016
Marketplace - Healthcare
FFM MLMS Training
AHIP Medicare - Medicare AHIP
AHIP Online Learning
Insurance Licensing CE - Accident/Health/Life
CEWisconsin.com
High School Diploma -
Pulaski High School
Some College (No Degree) - Business
NWTC