Joana Urias
Santa Ana,CA
Summary
Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.
Overview
10
10
years of professional experience
Work History
Claims Representative
AAA Insurance Company
Costa Mesa , CA
08.2023 - Current
- Investigated facts, confirmed coverage and liability, negotiated settlements, and determined payments for claims.
- Identified potential fraud indicators during the review process and reported suspicious activity accordingly.
- Maintained detailed records of all communication with customers, claimants, providers, and internal departments.
- Provided quality customer service to assigned, insured and claimants throughout claims process to deliver timely service to customers.
- Assisted claimants, providers and clients with problems or questions regarding claims.
- Handled billing related activities focused on medical specialties.
- Reviewed and verified claim information to ensure accuracy of data and compliance with established policies.
- Processed a high volume of claims efficiently while maintaining quality standards.
Office Manager
Caliber Collision
Santa Ana, CA
08.2014 - 05.2023
- Developed and implemented office policies and procedures.
- Assisted with the preparation of budgets, forecasts and financial statements.
- Ordered supplies and equipment to maintain adequate inventory levels.
- Answered phone calls, responded to emails, routed mail and coordinated courier services.
- Resolved customer inquiries in a timely manner while maintaining positive relationships with clients.
- Processed payroll accurately ensuring all employees were paid on time.
- Managed front desk operations including greeting visitors, answering questions or directing them to appropriate personnel.
- Tracked invoices and payments to ensure accuracy of accounts receivable and payable information.
- Organized company events including holiday parties, team building activities .
- Performed general bookkeeping duties such as reconciling bank statements and creating journal entries.
- Provided training to new hires on office policies and procedures.
- Monitored payments due from clients and promptly contacted clients with past due payments.
- Handled scheduling and managed timely and effective allocation of resources
- Ensure OSHA compliance by conducting safety walks/compliance
- Responsible for hiring and termination of employees.
Education
High School Diploma -
Santa Ana High School
Santa Ana, CA06-2006
Languages
Spanish
Native/ Bilingual
Timeline
Claims Representative
AAA Insurance Company
08.2023 - Current
Office Manager
Caliber Collision
08.2014 - 05.2023
High School Diploma -
Santa Ana High School