Summary
Overview
Work History
Education
Skills
Timeline
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Joanna Concepcion

Brooklyn

Summary

Dynamic, people-oriented professional with exceptional communication skills, fluent in English and Spanish, thriving in fast-paced environments. Highly adaptable and flexible, demonstrating quick learning capabilities and proficiency in Microsoft Office applications. Known for integrity, cooperation, and a strong motivation to excel, consistently delivering 110% effort in every task. Eager to embrace new challenges and continuously expand knowledge and skills.

Overview

12
12
years of professional experience

Work History

Surveillance Investigator

Allied Universal Compliance and Investigations
Brooklyn, NY
11.2025 - Current
  • Conduct independent investigations of insurance claims across a range of coverage types, including workers' compensation, general liability, property and casualty, and disability
  • Utilize various surveillance techniques and equipment to monitor subjects covertly
  • Document and report observations, activities, and any relevant information in a clear and concise manner
  • Collaborate with other investigators and law enforcement agencies as needed to gather information and coordinate efforts
  • Maintain confidentiality and adhere to legal and ethical standards in conducting surveillance operations

Investigative Volunteer

A.W Green Protection Services
Bronx, NY
01.2018 - Current
  • Conducted thorough analysis and produced comprehensive investigative reports detailing findings.
  • Utilized various resources to gather pertinent information on cases and analyze supporting evidence.
  • Leveraged expertise in TLO and IDIcore database systems to enhance data management processes.
  • Executed translation of witness and client interviews, enhancing understanding and collaboration during proceedings.
  • Conducted thorough searches on social media to uncover relevant evidence for case analysis.
  • Streamlined office activities and managed preparation of essential paperwork.
  • Performed comprehensive field work and surveillance to enhance situational awareness.

Senior Customer Service Agent

WIN Fertility
Greenwich, CT
11.2022 - 11.2025
  • Coordinated consultation appointments and communicated benefits details to enhance member and provider understanding.
  • Managed comprehensive review and processing of prior authorizations to streamline patient access to necessary services.
  • Applied expertise in CPT codes and medical terminology to ensure compliance with healthcare regulations.
  • Applied comprehensive understanding of HIPAA regulations to maintain confidentiality and safeguard sensitive data.

Medical Receptionist

Metro dermatology
Bronx, NY
08.2019 - 07.2022
  • Greeted and assisted patients with check-in process. Prepared charts for medical assistants and physicians. Organized patient records for efficient doctor review.
  • Assisted in collecting payments and recording transaction details. Supported data entry and payment collection processes.
  • Applied HIPAA knowledge to ensure patient privacy and safeguard sensitive health information.
  • Coordinated phone communications and organized appointment bookings to enhance client service.

Security Officer

Beacon Theater
New York, NY
10.2018 - 07.2019
  • Oversaw security measures to ensure safety and well-being of visitors and staff.
  • Oversaw bag inspection protocols to maintain security for guests and staff. Implemented wand scanning procedures to enhance entry efficiency.
  • Identified and escalated occurrences of disruptive behavior, accidents, and medical emergencies to facilitate prompt response and resolution.
  • Monitored venue for safety compliance and addressed potential security threats.
  • Conducted thorough inspections of premises to ensure guest safety and property protection.
  • Assisted in managing crowd control during events, ensuring a secure environment for attendees.
  • Greeted guests professionally and courteously to cultivate welcoming atmosphere while making safety top priority.
  • Screened individuals and prevented passage of prohibited articles into restricted areas.

Medical Receptionist

Integrated Medical Referrals
Garden City, NY
09.2018 - 07.2019
  • Provided welcoming and supportive interactions with patients to ensure comfort and satisfaction.
  • Executed printing, scanning, faxing, and paperwork preparation for efficient doctor-patient communication.
  • Applied knowledge of W5 case management system to support effective case tracking and management.
  • Managed patient scheduling and appointment confirmations to optimize clinic workflow.
  • Assisted in maintaining patient records with confidentiality and compliance standards.
  • Streamlined front desk operations by refining check-in/check-out procedures for increased efficiency.
  • Helped patients complete necessary medical forms and documentation.

Guest Relations Usher

Beacon Theater
New York, NY
11.2015 - 10.2018
  • Assisted patrons with seating arrangements and event information.
  • Monitored audience behavior to ensure compliance with theater policies.
  • Provided exceptional customer service to enhance guest experience.
  • Coordinated crowd control during high-traffic events for safety and efficiency.
  • Trained new ushers on operational procedures and customer engagement techniques.
  • Greeted customers with smile and provided friendly, knowledgeable service.

Lead Infant Teacher

Tender Tots Learning Center
Bronx, NY
09.2017 - 07.2018
  • Provided nurturing support to infants, fostering developmental milestones and emotional well-being.
  • Developed and implemented age-appropriate curriculum fostering cognitive and social development in infants.
  • Collaborated with parents to provide updates on children's progress and developmental milestones.
  • Ensured compliance with state regulations and safety standards in all classroom activities and environments.
  • Established a nurturing environment that promotes positive interactions among infants, staff, and families.
  • Maintained cleanliness and safety standards in classroom and feeding areas.
  • Promoted development of social, emotional, and communication skills in infants.
  • Documented and submitted incident reports to ensure compliance and accountability.

Administrative Assistant

Dr. Edwin M. Schottenstein, M.D
New York, NY
01.2016 - 05.2017
  • Assisted patients with registration and intake processes. Supported patients during check-in and appointment scheduling. Provided help to patients with inquiries and documentation.
  • Facilitated phone calls and responded to inquiries. Processed incoming messages from patients.
  • Oversaw preparation of medical documentation and authorization submissions for healthcare professionals. Facilitated efficient communication between doctors and medical assistants through organized paperwork management.
  • Managed verification of insurance and oversight of claims posting to optimize billing processes for patients. Led efforts in verifying insurance details and posting claims, enhancing patient billing accuracy.
  • Facilitated patient readiness for physician assessments to enhance care delivery.
  • Assisted in managing cash transactions at the register. Supported customers with prompt and accurate checkout services. Maintained accurate records of daily cash flow.
  • Utilized knowledge of IO PracticeWare system to streamline processes and improve user experience.

Medical Receptionist

Dr. Maria Pia Deblasio
Bronx, NY
11.2014 - 12.2015
  • Coordinated insurance verification processes to ensure accurate billing and claims submission.
  • Oversaw inventory management of medical supplies, ensuring availability and cost-effectiveness.
  • Coordinated patient scheduling, check-in, check-out and payments for billing.
  • Checked patient insurance, demographic, and health history to keep information current.
  • Adhered to strict HIPAA guidelines to protect patient privacy.
  • Managed multi-line phone system and pleasantly greeted patients.
  • Assisted healthcare providers with administrative tasks, enabling them to focus on quality patient care.

Education

BA - Criminology

John Jay College
New York, NY
05.2021

AA - Liberal Arts

Stella and Charles Guttman Community College
08.2017

Skills

  • Fluent in Spanish and English
  • Problem-solving and critical thinking
  • Organization and strong attention to detail
  • Communication, customer service, and exceptional writing skills
  • Ability to multitask, meet deadlines, and exceptional work ethic
  • Evidence gathering and handling
  • Self-starter, fast-learner and very flexible
  • Knowledge of insurance and verification process
  • Field surveillance expertise
  • Documentation proficiency
  • Social media monitoring
  • Report writing proficiency

Timeline

Surveillance Investigator

Allied Universal Compliance and Investigations
11.2025 - Current

Senior Customer Service Agent

WIN Fertility
11.2022 - 11.2025

Medical Receptionist

Metro dermatology
08.2019 - 07.2022

Security Officer

Beacon Theater
10.2018 - 07.2019

Medical Receptionist

Integrated Medical Referrals
09.2018 - 07.2019

Investigative Volunteer

A.W Green Protection Services
01.2018 - Current

Lead Infant Teacher

Tender Tots Learning Center
09.2017 - 07.2018

Administrative Assistant

Dr. Edwin M. Schottenstein, M.D
01.2016 - 05.2017

Guest Relations Usher

Beacon Theater
11.2015 - 10.2018

Medical Receptionist

Dr. Maria Pia Deblasio
11.2014 - 12.2015

AA - Liberal Arts

Stella and Charles Guttman Community College

BA - Criminology

John Jay College