Jodi Peter
Colorado Springs,CO
Summary
Dedicated and adaptable professional with a proactive attitude and the ability to learn quickly. Strong work ethic and effective communication skills. Eager to contribute to a dynamic team and support organizational goals.
Overview
9
9
years of professional experience
1
1
Certification
Work History
October 2022-Present
Bio-SensingTechnologies, Ltd
Colorado Springs, CO
10.2022 - Current
- Provides executive assistance to multiple high-level leaders.
- Establish investor relations via phone and email communications.
- Optimize meeting schedules, cutting booking conflicts by 40% and enhancing time allocation for executives.
- Research potential venture capitalists and private investors for funding.
- Regularly updates and develops new spreadsheets using Excel.
- Drafts, reviews, and proofread communications on behalf of company executives.
Billing Specialist
100% EPIC
Colorado Springs, CO
07.2022 - 03.2025
- Processed and distributed medical claims to insurance companies for reimbursement.
- Resolved issues to ensure successful claim filing.
- Analyzed rejected claims to facilitate receiving payments from insurance providers.
- Achieved 98% accuracy in inputting patient payments to accounts.
- Performed precise account reconciliation on a consistent basis.
Licensed Insurance Producer
Various Agents
Colorado Springs, CO
04.2016 - 07.2024
- Prepared quotes for clients based on their individual requirements.
- Achieved repeat business and referrals through personalized services.
- Maintained compliance with all regulatory requirements and ethical standards in the insurance industry.
- Utilized CRM software to track leads, customer interactions, and sales progress efficiently.
- Explained coverage options to potential policyholders, answering questions or concerns.
- Maintained regular contact with clients to review their existing policies and suggest new coverage options.
- Analyzed customer needs and recommended suitable insurance policies for them.
- Addressed and resolved clients' inquiries and concerns promptly, ensuring high levels of client satisfaction.
- Pursued continued professional development through insurance workshops, course and webinars.
- Educated customers about different types of available insurance policies and their benefits.
- Increased sales through consultative sales approach and focused relationship building with new and existing policy holders.
Education
Bachelor of Science - Elementary Education
University of Phoenix
Tempe, AZ05-2012
Skills
- Executive assistance
- Meeting optimization
- Excel spreadsheets
- Claims processing
- Account reconciliation
- Customer engagement
- Problem solving
- Leadership
- Time management
- Detail orientation
- Effective communication
- Data analysis
- Quality assurance
- Public speaking
- Remote office availability
- Problem-solving
Certification
- Colorado Property and Casualty License
References
- Tamera Halhorsen (719) 963-4810
- Chuck Bader (719) 232-3373
- Troy Fodemski (719) 725-4807
Affiliations
- Outdoor enthusiast
- Family Oriented
- Kickboxer
- Adventurist
- Brain Games
Timeline
October 2022-Present
Bio-SensingTechnologies, Ltd
10.2022 - Current
Billing Specialist
100% EPIC
07.2022 - 03.2025
Licensed Insurance Producer
Various Agents
04.2016 - 07.2024
Bachelor of Science - Elementary Education
University of Phoenix