Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

Jocelyn Ortiz

WEST CHICAGO,IL

Summary

Motivated and enthusiastic, hard worker proven to work in a fast-paced environment when required while also maintaining attention to detail. I love learning new skills quickly and to the best of my ability. Excellent interpersonal communication skills with a focus on the company’s success. Adapts and succeeds in new environments rapidly. Looking forward to working in a challenging atmosphere.

Overview

15
15
years of professional experience

Work History

Administrative Assistant

DHJJ Financial Advisors
11.2024 - Current
  • Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
  • Maintained confidentiality of sensitive information by adhering to strict privacy policies and implementing secure filing systems.
  • Delivered excellent customer service through prompt responses to client inquiries, addressing concerns effectively, and building strong relationships.
  • Ensured accurate record-keeping with diligent data entry and database management for vital company information.
  • Improved document organization with thorough file maintenance, archiving outdated records as necessary for efficient retrieval when needed.
  • Managed filing system, entered data and completed other clerical tasks.
  • Managed phone and email correspondence and handled incoming and outgoing mail and faxes.
  • Managed Client Database, including adding new clients to the system, recording sensitive information, and purging inactive clients.

Injury Claims Adjuster

Liberty Mutual Insurance
01.2023 - 02.2024
  • Review new injury claims
  • Complete Coverage and Liability analysis
  • Investigate Injury claims
  • Contact Insureds and Claimants
  • Establish communication line with Claimants
  • Negotiate Injury claims
  • Review Medical Records
  • Toggle between different operating systems
  • Make payments/reimbursements to 3rd party
  • Make payments to Claimants
  • Meet weekly/monthly metrics

Contact Center Representative

Advocate Aurora Health
10.2021 - 12.2022
  • Responsible for registering new patients
  • Responsible for assessing patient concerns
  • Answering Patient/Doctor calls regarding clarifications, appointments
  • Speaking to patients regarding messages being sent to providers
  • Verifying patient information, insurance coverage
  • Reviewing daily announcements for new procedure updates
  • Identify tech issues and address them at home or in office
  • Provide Spanish speaking patients the help they need by translating
  • Daily Metric Goals Review

Certified Pharmacy Technician

CVS Specialty Pharmacy
12.2020 - 09.2021
  • Responsible for inputting new prescriptions
  • Responsible for clarifying invalid prescriptions, ICD-10 codes, New York prescriptions serial numbers
  • Answering Patient/Doctor calls regarding clarifications
  • Speaking to patients regarding refills request and shipping address
  • Make daily doctor calls to verify pending prescriptions, request refills for patients, verify patient conditions
  • Prescription Insurance handling, verifying coverage, requesting overrides, reviewing formularies
  • Working with Medicare/Medicaid patients
  • Keeping up with current policies to properly bill valid prescriptions
  • Provide Spanish speaking patients the help they need by translating/explaining medications

Certified Pharmacy Technician

Jewel Osco Drug
08.2010 - 08.2020
  • Responsible for inputting new prescriptions, filling patient prescription, dispensing medication
  • Daily inventory count, out of date prescriptions, reminder calls for prescription pick-up
  • Daily drug order, accepting drug order and sorting/putting away medications
  • Inform patients of new vaccine available
  • Meet monthly sales goals, prescription counts, vaccines count
  • Make daily doctor calls to verify pending prescriptions, request refills for patients, verify patient conditions
  • Prescription Insurance handling, verifying coverage, requesting overrides, reviewing formularies
  • Working with Medicare/Medicaid patients
  • Keeping up with current policies to properly bill valid prescriptions
  • Provide Spanish speaking patients the help they need by translating/explaining medications

Education

Associates - Applied Science

College of Dupage
Glen Ellyn, IL
01.2017

Skills

  • Administrative Support
  • Customer Service
  • Bilingual English/Spanish
  • Report & Document Preparation
  • Spreadsheet Creation
  • Money Handler
  • Microsoft Office Suite
  • Legal Template Creator
  • Collections
  • Inventory
  • Customer Retention
  • Appointing
  • Negotiation
  • Multi-system management
  • Legal Suit Preparer
  • Compliance Audits
  • Chart Review
  • Medical Record Review
  • Inside Sales
  • Phone/Email Etiquette
  • Claims Handling
  • Coverage Analysis
  • Liability Analysis

Languages

English
Native or Bilingual
Spanish
Native or Bilingual

Timeline

Administrative Assistant

DHJJ Financial Advisors
11.2024 - Current

Injury Claims Adjuster

Liberty Mutual Insurance
01.2023 - 02.2024

Contact Center Representative

Advocate Aurora Health
10.2021 - 12.2022

Certified Pharmacy Technician

CVS Specialty Pharmacy
12.2020 - 09.2021

Certified Pharmacy Technician

Jewel Osco Drug
08.2010 - 08.2020

Associates - Applied Science

College of Dupage
Jocelyn Ortiz