Jessica Klingler
Armstrong,BC
Summary
My most recent position as a Financial Associate gave me valuable relevant experience. It has taught me to put clients' needs first. I was highly effective at anticipating and accommodating clients needs. Friendly, punctual and enthusiastic team player; bringing a strong work ethic, interpersonal skills and customer service expertise. I communicated with clients through phone, email and in person to schedule appointments and answer inquiries.
Overview
15
15
years of professional experience
Work History
Financial Associate
Experior Financial Group
Remote
06.2024 - Current
- Developed strong relationships with clients through consistent communication and exceptional customer service skills.
- Participated in regular meetings with senior leadership to discuss progress towards company objectives relating to finance and growth.
- Corresponded with various other departments, discussing company plans and agreeing on future paths to be taken.
- Increased client satisfaction by providing personalized financial advice and investment recommendations.
- Delivered guidance on financial regulations and requirements.
Dental Administrative Assistant
Temping
03.2024 - Current
- Streamlined insurance claim processes for faster reimbursement, submitting claims accurately and promptly.
- Improved patient satisfaction by efficiently managing appointment schedules and confirming appointments in a timely manner.
- Contributed to a welcoming environment for all patients through friendly interactions and prompt assistance at the front desk.
- Enhanced overall patient experience by maintaining a compassionate demeanor when interacting with individuals experiencing pain, distress, or anxiety related to their dental visit.
Dental Receptionist
Dr. Hakkaart Inc.
Vernon, BC
08.2021 - 03.2024
- Enhanced patient satisfaction by efficiently managing appointment scheduling and confirmations.
- Streamlined insurance claims processing for faster reimbursement and improved patient experience.
- Increased office efficiency with meticulous record-keeping of patient information, treatment plans, and payment history.
- Reduced wait times by quickly greeting patients upon arrival and assisting with the check-in process.
- Communicated with insurance companies to dispute unpaid claims and verify patient coverages.
- Maintained a clean and welcoming reception area for patients, contributing to a positive dental visit experience.
- Handled sensitive situations professionally such as discussing treatment costs or past-due account balances with patients to ensure a satisfactory resolution.
- Helped patients complete necessary medical forms and documentation.
- Improved billing accuracy by diligently verifying insurance coverage and updating patient financial records accordingly.
- Prepared insurance claim forms, explained benefits, and outlined pricing details for procedures and services.
Dental Receptionist
Dr. Townsend Inc.
04.2018 - 08.2021
- Answering phone calls, Setting up and rescheduling appointments, Billing patients/insurance companies, Entering insurance payments, Billing secondary insurance, Pre-authorizations, Opening and closing the office, Depositing cash and cheques, Using Tracker software
Dental Receptionist
Kelowna Family Dental
03.2017 - 04.2018
- Insurance Claims/Payments, Answering phone calls, Scheduling/rescheduling appointments, Pre-authorizations, PowerPractice Software
Manager
Winfield Bakery
10.2016 - 04.2017
- Oversaw inventory and office supply purchase, Completed store opening and closing procedures, Processed cash, debit and cheque payments
Manager
McDonald's
08.2009 - 10.2016
- Oversaw the day-to-day processing of payroll for employees, including review of timesheets and computing payroll accordingly, Consistently provided professional, friendly and engaging service, Routinely supported other areas of the restaurant as requested, including answering telephones and completing financial transaction for other staff
Education
LLQP -
Remic
03.2024
Certificate - Dental Administrative Assistant
Okanagan College
Kelowna, BC02.2017
Skills
- Hard-working mindset
- Team player
- Organized and reliable
- Quick learner
- Quick problem solver
- Multi-tasking strength
- Patient
- Fluent in English/German
Languages
English
Native or Bilingual
German
Native or Bilingual
References
References Available Upon Request.
Timeline
Financial Associate
Experior Financial Group
06.2024 - Current
Dental Administrative Assistant
Temping
03.2024 - Current
Dental Receptionist
Dr. Hakkaart Inc.
08.2021 - 03.2024
Dental Receptionist
Dr. Townsend Inc.
04.2018 - 08.2021
Dental Receptionist
Kelowna Family Dental
03.2017 - 04.2018
Manager
Winfield Bakery
10.2016 - 04.2017
Manager
McDonald's
08.2009 - 10.2016
LLQP -
Remic
Certificate - Dental Administrative Assistant
Okanagan College