Norma Scott
Pittsburg,CA
Summary
Results-oriented Life Insurance Agent provides tailored solutions suiting individual coverage needs. Demonstrates comprehensive understanding of insurance policies and regulations with informed recommendations for appropriate protection options. Passionate cultivator of loyal customer relationships and organizational service quality.
Overview
32
32
years of professional experience
1
1
Certification
Work History
Licensed Health and Life Insurance Agent
First Family Life
07.2023 - 2 2024
- Worked independently providing final expense death benefit life insurance, critical illness insurance, disability insurance, long-term care insurance, dental coverage, and hospital indemnity coverage, maintaining confidentiality of all clients
- Worked independently, assisting clients in developing personalized retirement plans that meet their personal goals
- Offering strategies for asset protection to safeguard clients' wealth and investments
- Providing expertise in retirement planning, asset protection, IULs, and annuities.
Licensed Health and Life Insurance Agent
Symmetry Financial Group/Quility
11.2021 - 07.2022
- Worked independently providing final expense and critical illness life insurance, disability, long-term care insurance, and retirement planning
- Provided tailored coverage solutions based on clients' needs
- Developed comprehensive retirement plans for clients based on their financial objectives
- Specialized in asset protection, including college funding solutions.
Field Consultant
EXL
07.2021 - 07.2022
- Conducted inspections of high-value homes, analyzing replacement home value, and assessing risks
- Verified square footage and identified features of interior and exterior materials of homes
- Provided pricing for detached structures and features of homes, verified information with homeowners
- Sketched exterior ortho views of homes, confirming roof features
QA Insurance Policy Inspector
Cal Soft/Triple AAA
07.2019 - 03.2020
- Ensured compliance with underwriting guidelines for auto and home insurance policies
- Checked insurance claims for accuracy and completeness, submitting them for processing
- Determined eligibility for auto and home insurance lines based on company guidelines
- Utilized company tools and systems to manage complex accounts, maintained confidentiality
- Achieved adherence to established timeliness and quality standards for reporting and underwriting policies.
- Maintained up-to-date inspection and audit records for improved reporting and analysis.
- Delivered detailed reports on findings from inspections, helping stakeholders understand areas requiring attention or improvement in order to maintain regulatory compliance.
- Prepared reports detailing findings of inspections, investigations, and tests.
Customer Service Representative
PriMed
04.2018 - 03.2019
- Worked independently, Identified, and resolved eligibility, benefits, claims, and authorization issues for customers
- Identified eligibility, benefit, and authorization issues and routed them to appropriate department
- Located information and documented interactions using Epic and multiple systems
- Provided customers with information about their claims, benefits, and eligibility.
- Assisted with day-to-day operations, working efficiently and productively with all team members.
- Resolved problems, improved operations and provided exceptional service.
- Gained extensive knowledge in data entry, analysis and reporting.
- Used critical thinking to break down problems, evaluate solutions and make decisions.
- Worked effectively in fast-paced environments.
Medical Billing Examiner
Apex Systems/Kaiser Permanente
08.2015 - 12.2017
- Worked independently accessing medical bills from outside providers to ensure authorization
- Worked with facility referral coordinators with strong attention to detail, to correct invoice errors in SOMA and EPIC
- Communicated payment policies to facility and regional personnel Coordinated customer and member service issues relating to outside referrals within NCAL region while meeting and exceeding performance standards
- Managed high volume caseloads, prioritizing tasks to meet strict deadlines while maintaining attention to detail.
CNA/CHHA
VITAS Healthcare
09.2012 - 10.2014
- Assisted hospice facility residents working independently with all care
- Maintained good alignment of body, and assisted with mobility and ambulation
- Observed and monitored residents' physical and mental health, facilitated care
- Accompanied patients to appointments and recreational activities, adhered to Hippa compliance
- Provided residents with light housekeeping assistance and errand-running services.
- Cared for residents in assisted living facility and delivered high-quality support to meet needs.
- Evaluated patients to identify and address wounds, behavioral concerns, and medically relevant symptoms.
Claims Adjuster
Contra Costa Health Plan
11.2011 - 09.2012
- Accessed, audited, corrected, and processed insurance claims for medical bills, problem solving and providing close attention to detail, answered phones while providing excellent customer service
- Provided accurate reimbursement to contracted and non-contracted providers
- Sourced missing information for claims and entered member/patient information into the database
- Managed CCHP, Medical, Medicare, and Third-Party claims for 100% of members.
CNA/CHHA
Brightstar Healthcare
06.2010 - 02.2012
- Provided compassionate and understanding care to multiple hospice residents, maintained confidentiality
- Assisted with mobility, grooming, and changing bed linens
- Worked independently, helped with light housekeeping, assistive devices, grooming, and changing bed linens
- Identified and reported unsafe situations to (RN) Registered Nurse to maintain adherence to safety protocols.
Office Assistant
Bayside Oral Surgery Group
10.2009 - 03.2010
- Provided excellent customer service, patient check-in and check-out, scheduled appointments, and answered phones while working in a fast paced work environment
- Entered demographic information and insurance information accurately into computer, typed treatment letter
- Managed treatment files and filed charts and documents, maintained confidentiality, kept waiting room tidy and organized
- Verified accurate eligibility for benefits and confirmed appointments provided treatment plans
- Facilitated smooth operations by efficiently handling incoming mail, phone calls, and visitor inquiries.
- Achieved high levels of accuracy in data entry tasks while adhering to strict deadlines.
- Coordinated and scheduled meetings and appointments.
- Maintained confidentiality in handling sensitive information while performing administrative tasks.
Field Administrative Auditor
Robert Half International
03.2005 - 01.2008
- Analyzed and compiled candidate audits each day, worked independently verifying references, education, and background checks
- Audited job orders paying close attention to detail to ensure compliance with corporate compliance policies
- Reported results to Branch Managers and attended corporate compliance training
- Validated, authorized, and processed transactions using application controls.
Office Administrative Assistant II
Children's Hospital
04.2003 - 03.2005
- Coordinated appointment schedules, registered patients, and answered phones
- Coordinated referrals, assisted with billing, surgery scheduling, entered, and updated demographic information into computer
- Assured patient confidentiality by complying with Hospital HIPPA policy
- Welcomed and directed visitors to appropriate patient room, copied patient charts for transfers when needed
- Assembled and broke down patient charts, triaged calls to appropriate departments.
- Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
Customer Service/Auditor
Delta Dental of California
02.1990 - 04.2000
- Reviewed insurance forms for payment and determined and corrected billing and documentation errors
- Worked independently, answered calls in a fast paced call center, verified the validity and accuracy of policyholder/provider dental claims with strong attention to detail and accuracy
- Researched and resolved policyholders' eligibility benefits and claim denials, and different requirements for payment for services rendered
- Managed supplemental payments, and pre-authorization requests, explained benefits and eligibility to customers and dental offices, read dental X-rays
Education
Some College (No Degree) - Medical Coding And Billing
Martinez Adult Education
Martinez, CASome College (No Degree) - Medical Assisting
Bryman's College
San Francisco, CASome College (No Degree) - Dental Assisting
Bryman's College
San FrancisoSkills
- Adaptability
- Communication Skills, both verbal and written
- Time Management
- Microsoft Office Suite (10 years
- Financial Analysis
- Customer Service (10years)
- Patient Benefits (10 years)
Certification
Life and Health License, 06/01/21, 06/01/24
References
References will be added upon request.
Timeline
Licensed Health and Life Insurance Agent
First Family Life
07.2023 - 2 2024
Licensed Health and Life Insurance Agent
Symmetry Financial Group/Quility
11.2021 - 07.2022
Field Consultant
EXL
07.2021 - 07.2022
QA Insurance Policy Inspector
Cal Soft/Triple AAA
07.2019 - 03.2020
Customer Service Representative
PriMed
04.2018 - 03.2019
Medical Billing Examiner
Apex Systems/Kaiser Permanente
08.2015 - 12.2017
CNA/CHHA
VITAS Healthcare
09.2012 - 10.2014
Claims Adjuster
Contra Costa Health Plan
11.2011 - 09.2012
CNA/CHHA
Brightstar Healthcare
06.2010 - 02.2012
Office Assistant
Bayside Oral Surgery Group
10.2009 - 03.2010
Field Administrative Auditor
Robert Half International
03.2005 - 01.2008
Office Administrative Assistant II
Children's Hospital
04.2003 - 03.2005
Customer Service/Auditor
Delta Dental of California
02.1990 - 04.2000
Some College (No Degree) - Medical Coding And Billing
Martinez Adult Education
Some College (No Degree) - Medical Assisting
Bryman's College
Some College (No Degree) - Dental Assisting
Bryman's College
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