Pamela Smith Richardson
Indian Trail,NC
Summary
Reliable employee seeking to move from sales career to Claims Representative position. Offering excellent communication and good judgment.
Overview
30
30
years of professional experience
7
7
years of post-secondary education
2
2
Certifications
Work History
Independent Life Insurance Agent
Self-employeed
Charlotte, NC
03.2018 - Current
- Interview prospective clients to get data about their financial resources and discuss existing coverage
- Explain features of various policies. Customized insurance programs to suit individual clients
- Obtained underwriting approval by completing application for coverage
- Maintained high standards of customer service by building relationships with clients
Virtual Benefits Advisor
Aon Retiree Health Exchange
Charlotte, NC
07.2020 - 11.2021
- Educate and enroll retirees in health, prescription, dental and vision insurance plans
- Conduct numerous comprehensive customer focused needs analyses in plan/product recommendations via customer-centric phone selling and strategic correspondence
- Top selling new agent for 2020 AEP
- Quality and compliance average of 85%
- Consistent in meeting or exceeding medical and ancillary sales goals each month as well as numerous KPIs (key performance indicators)
- Manage complaints and resolve customer escalations in an efficient and timely manner with a customer satisfaction (CSAT) score of 87% based on customer surveys
Telesales Healthcare Insurance Agent
TTEC
Concord, NC
08.2019 - 12.2019
- Answer incoming phone calls from prospective members and identify the type of assistance and information the customer needs with the goal to convert the caller to a qualified lead and ultimately a sale
- Conduct numerous comprehensive customer focused needs analyses in plan/product recommendations via customer-centric phone selling and strategic correspondence
- Rank in top 10% in sales for 2019 AEP 200 agents
- Quality and compliance average of 95%, Net promoter score (NPS) of 94
Benefits Advisor II
Aon Hewitt | Aon Retiree Health Exchange
Charlotte, NC
05.2014 - 03.2018
- Educate and enroll retirees in health, prescription, dental and vision insurance plans with average closing percentage of 76%
- Conduct numerous comprehensive customer focused needs analyses in plan/product recommendations via customer-centric phone selling and strategic correspondence
- Rank in top 1/3 percentile in sales for 2017; top salesperson for 2016 of 500+ agents
- Quality and compliance average of 95%, Net promoter score (NPS) of 88%
- Consistent in meeting or exceeding medical and ancillary sales goals each month as well as numerous KPIs (key performance indicators)
- Manage complaints and resolve customer escalations in an efficient and timely manner with customer satisfaction (CSAT) score of 91% based on customer surveys
Office Manager
Beacon Dental Center
Charlotte, NC
07.2008 - 07.2013
- Implemented and sustained business and workflow policies and procedures for start-up dental practice within 2 weeks of opening
- Analyzed and reported monthly practice business ‘vital signs’ and incorporating new efficiencies and policies to improve and increase profitability; generated highest profitability improvement of 60%
- Directed and negotiated marketing and advertising promotions which included print ads designs, radio advertising and television commercials
- Designed, executed, and maintained complex insurance procedures including carrier contracting and collection processing (95% collection rate)
Education
Bachelor of Science - Organizational Psychology
University of Phoenix
Virtual 12.2014 - Current
Skills
Quotes and sales
New agent training
Client needs analysis
Underwriting and adjustments
Health insurance
Policy renewals
Account management
Vision and dental insurance
Organization and Time Management
Analytical and Critical Thinking
Flexible and Adaptable
Certification
CNP - Certified Notary Public
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
If the doors of perception were cleaned, everything would appear to man as it is: infinite.
William Blake
Timeline
Virtual Benefits Advisor
Aon Retiree Health Exchange
07.2020 - 11.2021
Telesales Healthcare Insurance Agent
TTEC
08.2019 - 12.2019
CNP - Certified Notary Public
06-2018
Independent Life Insurance Agent
Self-employeed
03.2018 - Current
Bachelor of Science - Organizational Psychology
University of Phoenix
12.2014 - Current
Benefits Advisor II
Aon Hewitt | Aon Retiree Health Exchange
05.2014 - 03.2018
Medicare Sales
03-2014
Office Manager
Beacon Dental Center
07.2008 - 07.2013