Kassandra Molina

• Proposals

• ACH/ Wire Approvals

• Direct Deposit Approvals

• AMEX Receipts

• Amazon Reconciliation

• AMEX- Enter in QuickBooks

• Save Bank Statements

• Mileage Checks invoices

• Orange Woodworks AFLAC

• Cal Savers checks

• Cut checks for 401k, Internal

Garnishments

• Legal- Review and update spreadsheet

• Keep Track of deductibles

• Ensure legal is up to date and organized for our CEO

• Ensure all legal information is entered for each check run.
• Settlements are paid on time upon the CEO’s approval.
• Miscellaneous- Gift cards request
• Provided training and guidance to new staff member's on filing procedures and regulation
• Communicated with policyholders to explain claims processes, coverage, and decisions
• Filed and processed insurance claims in accordance with established procedures
• Prepared detailed invoices for payment by clients or insurers
• Reviewed incoming claims for accuracy and completeness, ensuring all necessary documents was included
• identified any potential fraud or abuse concerning submitted claims.
• Prepared detailed reports summarizing claims outcomes and trends for management review
• Track legislative updates to influences claims outcomes

• Take incoming calls, transfer to departments
• Sort out mail for reach departments
• Responsible for all 10 branches placing the orders, as well as corporate office
• Create proposals, save the endorsements on files.
• Responsible for COI (certification of insurances)
• Responsible for creating invoices for staples and safety order placed
• Yearly reprint W-2 for our associates
• Maintained a neat reception area by organizing materials and tidying up furniture.
• Managed all incoming mail distribution, courier services, faxes, and photocopying documents as requested.
• Oversaw office inventory by restocking supplies and submitting purchase orders
• Transferring to accounts and finance department, taking new task in their department

• Assisted in the organization of events such as conferences, seminars, and workshops.
• Followed supervisor to court
• Learned different cases
• Overview videos of evidences
• Meet with clients for meetings regarding their case
• Spoke to different judges in court regarding decisions made for cases.

• Shared information about office hours, procedures, and requirements to resolve walk-up and telephone questions
• Answered incoming office calls over multi-line system and answered questions, took messages, or transferred to desired extensions
• Picked up, organized, and wiped down reception regularly to keep area professional and clean
• Answered telephone calls to provide information, take messages and set up appointments
• Greeted every visitor with friendly smile and immediate offer of knowledgeable assistance
• Called insurances for patients/ new patients for benefits
• Helped clean and set up trays for the room for upcoming appointments filed paperwork/bills from insurances payments into patients charts Entered payed checks on computer/ book payments

• Interacted with customers, providing information and top-notch customer service
• Maintained knowledge of current promotions and offers
• Assisted customers and supported coworkers
• Maintained knowledge of current sales and promotions, return and exchange policies, and security practices
• Helped maintain clean, orderly work environment.