Jolie Peterson
Neosho
Summary
Dynamic Patient Advocate at United Health Care with a proven track record in patient recruitment and regulatory compliance. Expert in business planning and development, leveraging strong problem-solving abilities to enhance member satisfaction. Successfully navigated complex insurance processes, ensuring optimal outcomes for clients while maintaining high performance metrics.
Overview
23
23
years of professional experience
Work History
Patient Advocate
United Health Care
09.2025 - Current
- Care Coordination Customer service and support, answering benefit inquiries
- Calling providers and working with their medical team for prior authorizations for our members future medical services
- Navigating and completing pre and post service appeals with members when receive denial letter for services
- Educating member on how to maximize their health-insurance plan’s value
- Issue Resolution for members by giving key information on services to reduce out of pocket costs on their prescriptions
- Intervening with care provider (doctor’s offices) and/or third-party vendors on behalf of the member
- Scheduling member-provider appointments, along with solving billing and claim issues
- Fluency in computer navigation, ability to toggle across multiple databases simultaneously, and experience with CRM or healthcare management systems
- High levels of empathy, strong problem-solving abilities, and exceptional communication skills to handle sensitive health and financial topics
- Advocating for members through a fast-paced remote work environment, handling incoming calls, inquiries, and outbound calls
- Meeting strict performance metrics and expectation regarding call quality, first-call resolution, and member satisfaction
- Focusing on caring for the whole person, and their families to help members make informed decisions about their health-insurance plan as well as inspiring members to achieve their health goals
- Supporting health care operations by ensuring accurate and timely processing of patient billing and insurance claims
- Clearance with government CMS, MARx through United Healthcare and Medicare
Business Owner
SKB Distribution Teas
Winter Park
10.2019 - 08.2025
- Developed comprehensive business plans to secure $89,000-$400,000 in investor funding
- Negotiated 10 Letters of Intent for commercial leases, collaborating with city officials
- Managed supply chain, importing nutraceutical teas and herbs from Indonesia and Polynesia, optimizing inventory and product management
- Implemented full lifecycle of project management, from start to finish
- Tracked employee hours plus tips, and reported weekly to Paychex pay roll for W-2 employees with legal and financial team
- Spearheaded business plan development, financial analysis, and strategic partnerships, driving Sudan Teas from concept to operational reality
- Navigated complex zoning regulations, collaborating with city planners to secure optimal commercial space for SKB Teas expansion
- Led negotiations with high-profile investors, pitching business opportunities and securing funding commitments for SKB Teas growth initiatives
- Pioneered business strategies, blending financial acumen with creative problem-solving and articulate communication skills to overcome challenges in the competitive beverage industry
- Managed day-to-day operation, legal compliance, meticulously overseeing inventory control, and financial tracking for sustainable growth using accounting strategies to minimize risk
- Recorded our financial reports with bookkeeping and accounting that outlined how we managed our finances through Quickbooks to effectively meet our objectives and goals
Business Development / Regulatory
IQVIA
Winter Park
08.2021 - 10.2021
- Proven performance using pipeline metrics with study patient recruitment
- Experienced with patient recruitment following strict Good Clinical Practices
- Provided data entry with different databases such as EDC, CTMS, IQVIA-RDC
- Wrote case reports, clinical trial projects, and quality assurance projects while maintaining standardized research procedures and IRB guidelines
- Analyzed regulatory documents for compliance to the Institutional Review Board and other government Agencies
- Generated leads with B2B outreach to generate revenue within our organization
- Used referrals to create a cash flow for our business and promotional marketing
Business Development / Self Employed
Scala Precision Health
Winter Park
03.2013 - 08.2021
- Consulted patients with our various treatments ranging from $1,500-$5,000
- Created project scopes with work break down structures and deliverables
- Assisted patients with their customized diet, nutritional, and hormonal treatment protocol
Business Development
Bioclinica Research - ThreeWire
Orlando
06.2018 - 10.2018
- Scheduled 250 people in attendance with Westminster retirement community for our Alzheimer’s Trial
- Developed partnerships for the organization with physicians and hospitals for an AbbVie pharmaceutical trial
- Initiated Bioclinica Research logos for t-shirts and marketing tools with 'The City of Sanford,' to include 'The Golden Age Games,' the largest senior Olympics to promote clinical trials
Research Assistant / Recruiter
St. John’s Clinical Research
Ponte Vedra
01.2012 - 01.2013
- Rescued a Pfizer Xanthoma study from closeout by recruiting seven required patients that randomized
- Trained to give Pulmonary Function Tests to our patients for our Pfizer COPD clinical trial
- Analyzed regulatory documents for compliance to the Institutional Review Board and other government agencies
Recruiter
Avail Clinical Research
Deland
08.2010 - 05.2011
- Awarded by our CEO on my value as a key performer with exceptional recruitment talent with randomized outcomes
- Designed a workflow process to recruit patients based on inclusions and exclusions of specific protocols
- Scheduled weekly meetings with the CEO of areas that delivered the largest return on investment
Business Owner
Protect Your Info
Newnan
02.2005 - 07.2010
- Sold relational marketing products to local businesses to promote and advertise their organization
- Acquired new business by maintaining awareness of the newest marketing trends and sales strategies
- Partnered with MDi, Inc. as a subsidiary with its products in Pets Mart
Recruiter
Orlando Clinical Research Center
Orlando
01.2003 - 01.2005
- Supported 15 Clinical Research Coordinators with recruitment for clinical trials
- Managed 10 Phase I-IV inpatient and outpatient clinical trials at minimum, consistently and simultaneously
- Worked with regulatory documents for the Institutional Review Board with regulatory affairs
Education
Some College (No Degree) - Business Management, Health Service Management
Rollins College
Winter Park, FLSkills
- Business planning and development
- Cost analysis
- Real estate management
- Investor relations
- Supply chain and inventory management
- Marketing strategies
- Event coordination
- Patient recruitment and clinical research
- Regulatory compliance
- Data entry and project management
- Sales leadership
- Insurance verification
Additional Information
Studied 'Supply Chain Management' in Pontianak, Indonesia, traveled independently to the Island of Borneo in September 2019., Researched Cycle View Processes on indigenous-healing plant to Indonesia., Created trust with multiple suppliers in West Kalimantan, visited their warehouses, manufacturing and distribution centers., Learned the manufacturing competitive strategy and custom laws to ship product to the United States., Society of Human Resource Management Conference, 2019, Rollins College, John C. Maxwell-Leadership Conference: 360 Degree Leader, 2006, Bullhorn ATS, IQVIA CTMS, Bioclinica CTMS, My-Patient, Clinical Conductor, Study Manager, Maestro, Marx-CMS.Gov, VPN-Citrix, Knowledge Central, ICUE, Doc 360, Quickbooks, Clover-POS, Letter of Recommendation to Harvard’s Business Analytics Program, 2019, Dean Meghan Harte-Weyant, Ph.D. of Rollins College, Started the first disability group at Rollins College for the Holt Students in 2019.
Accomplishments
Grand Opening day for SKB Teas covered first month of fixed cost including rent, payroll, and inventory.
Timeline
Patient Advocate
United Health Care
09.2025 - Current
Business Development / Regulatory
IQVIA
08.2021 - 10.2021
Business Owner
SKB Distribution Teas
10.2019 - 08.2025
Business Development
Bioclinica Research - ThreeWire
06.2018 - 10.2018
Business Development / Self Employed
Scala Precision Health
03.2013 - 08.2021
Research Assistant / Recruiter
St. John’s Clinical Research
01.2012 - 01.2013
Recruiter
Avail Clinical Research
08.2010 - 05.2011
Business Owner
Protect Your Info
02.2005 - 07.2010
Recruiter
Orlando Clinical Research Center
01.2003 - 01.2005
Some College (No Degree) - Business Management, Health Service Management
Rollins College