Healthcare investigation and quality
Investigating claims, benefits, and member-service issues; verifying records and documenting the next action.
Career directionI’m Jose, a bilingual customer support professional in Houston. I investigate member issues and help people find a clear next step. My experience also includes supporting customers in Paylocity’s payroll and HR software.

Jun 2025 – Present
Bilingual Customer Advocate, Medicare Advantage → Medicare Supplement
Handling 200+ member calls per month while investigating Medicare claims, benefits, pharmacy, and billing questions; coordinating corrections and following up with members.
Read the coverage-restoration storyJan 2024 – Jun 2025
Collections Specialist
Resolved business and consumer account issues, including support in Spanish. Maintained a 100% quality score for seven months.
Sep 2022 – Dec 2023
Account Manager II
Helped customers use Paylocity’s payroll and HR products, set up payroll batches and codes, and troubleshoot payroll, onboarding, and reports. Handled 100+ client calls per month.
Explore my SaaS customer-support workAug 2021 – Sep 2022
Customer Service Representative
Handled medical claims and benefits inquiries in a high-volume environment. Reported 99%+ accuracy while meeting production requirements.
See my approach to claims inquiries2019 – 2021
Academic Advising Assistant
Supported scheduling, student-record distribution, and enrollment and financial-aid questions.
English and Spanish are working languages for me. The goal is to preserve the meaning, explain what is still pending, and make the next action understandable.
Read a bilingual explanation sampleInvestigating claims, benefits, and member-service issues; verifying records and documenting the next action.
Career directionHelping customers use payroll and HR software, set up batches and codes, and troubleshoot onboarding, reports, and product questions. This builds on my Paylocity experience.
Career directionPracticing how to check AI-drafted notes against source records and flag unanswered questions. These are personal exercises using fictional examples.
Learning practice