Pamela Smith Richardson
Indian Trail,NC
Summary
Proven skills in communication and determination in the insurance field with the ability to exceed goals in each position. Knowledge in process improvement, and data analysis in every position. Experienced administrative professional with excellent customer service, time management and multitasking abilities. Knowledgeable about handling insurance claims, drafting correspondence and coordinating files. Looking for a challenging role with a growing team.
Overview
15
15
years of professional experience
1
1
Certificate
Work History
Instructional Assistant
Charlotte Mecklenburg Schools
10.2022 - 06.2023
- Educator who is responsible for operating a safe, orderly, and positive classroom environment while the regular classroom teacher is absent
- Effectively manage the classroom and provide instruction for students following the regular teacher's lesson plans, lesson plans developed by the school grade-level PLC or lesson plans s/he develops in consultation with the school.
Independent Life Insurance Agent
11.2021 - 09.2022
- Promote the insurance agency to customers who need insurance
- Network with potential customers
- Educate customers on each type of insurance coverage and make recommendations based on their needs
- Evaluate current insurance policies and recommend additional coverage when needed
- Maintain all insurance documents in a confidential way.
Benefits Advisor
Aon Retiree Health Exchange
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
- Assist retirees with submitting claims for reimbursement of their prescriptions, copays, and monthly premiums
- Answered questions regarding denied claims specifically related to the Medicare Advantage plans.
Life Insurance Agent
Independent
12.2019 - 07.2020
- Promote the insurance agency to customers who need insurance
- Network with potential customers
- Educate customers on each type of insurance coverage and make recommendations based on their needs
- Evaluate current insurance policies and recommend additional coverage when needed
- Maintain all insurance documents in a confidential way.
Telesales Healthcare Insurance Agent
TTEC
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 sale
- Conduct numerous comprehensive customer focused needs analyses in plan/product recommendations via customer-centric phone selling and strategic correspondence.
Instructional Assistant
Charlotte Mecklenburg Schools
09.2018 - 06.2019
- Educator who is responsible for operating a safe, orderly and positive classroom environment while the regular classroom teacher is absent
- Effectively manage the classroom and provide instruction for students following the regular teacher's lesson plans, lesson plans developed by the school grade-level PLC or lesson plans s/he develops in consultation with the school.
Benefits Advisor
Aon Hewitt | Aon Retiree Health Exchange
05.2014 - 03.2018
- Conduct numerous comprehensive customer focused needs analyses in plan/product recommendations via customer-centric phone selling and strategic correspondence
- Consistent in meeting or exceeding medical and ancillary sales goals each month as well as numerous KPIs (key performance indicators)
- Assist retirees with submitting claims for reimbursement of their prescriptions, copays, and monthly premiums
- Answered questions regarding denied claims specifically related to the Medicare Advantage plans.
Office Manager
Beacon Dental Center
Charlotte, NC
07.2008 - 07.2013
- Prepared insurance claim forms, explained benefits, and outlined pricing details for procedures and services.
- Maintained patient data with required regulatory chart documents, personal information and treatment consultation documentation.
- Supervised and led team of dental hygienists and support staff of 4.
- Increased and stimulated new patient growth by supporting sales, marketing and promotional programs.
- Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.
Education
B.S - Organizational Psychology
University of Phoenix
Phoenix, AZ12.2023
Skills
- Claims
- Team Goals
- Insurance Terminology
- Past Due Balance Management
- Accounts Payable and Accounts Receivable
- Policy and Procedure Explanations
Timeline
Instructional Assistant
Charlotte Mecklenburg Schools
10.2022 - 06.2023
Independent Life Insurance Agent
11.2021 - 09.2022
Benefits Advisor
Aon Retiree Health Exchange
07.2020 - 11.2021
Life Insurance Agent
Independent
12.2019 - 07.2020
Telesales Healthcare Insurance Agent
TTEC
08.2019 - 12.2019
Instructional Assistant
Charlotte Mecklenburg Schools
09.2018 - 06.2019
Benefits Advisor
Aon Hewitt | Aon Retiree Health Exchange
05.2014 - 03.2018
Office Manager
Beacon Dental Center
07.2008 - 07.2013
B.S - Organizational Psychology
University of Phoenix
Certification
- Life, Health Insurance License - 2014 - 2021
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