Microsoft Office
Pamela Smith Richardson
Indian Trail,NC
Summary
I have a successful track record in customer service, meeting sales goals, and student advocacy. I am an exceptional team player and leader. With my proven skills in communication and my determination in the insurance field, I have been able to exceed goals for the team. In addition, I am an enthusiastic Teaching Assistant with significant classroom experience and dedication to student success.
Overview
22
22
years of professional experience
1
1
Language
Work History
Associate, Instructional
Charlotte Mecklenburg Schools
Charlotte, NC
03.2024 - Current
- Instruct individual students or groups of students in curricular areas as guided by the EIT teacher(s)
- Plans and collaborates with the EIT teacher(s) to devise special strategies, including the use of digital learning or technology as appropriate, for reinforcing skills and concepts based on the understanding of individual students and their needs, interests and abilities
- Holds students accountable for ambitious learning goals
- Invests students in their learning using a variety of influence techniques
- Holds students accountable for high expectations of behavior and engagement that are ambitious and measurable
Instructional Assistant
Charlotte Mecklenburg Schools
Charlotte, NC
10.2022 - Current
- 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 the teacher develops in consultation with the school.
Benefits Advisor II
Aon Hewitt | Aon Retiree Health Exchange
Charlotte, NC
07.2020 - 11.2021
- Educate and enroll retirees in health, prescription, dental, and vision insurance plans with an average closing percentage of 79%
- Conduct numerous comprehensive customer-focused needs analyses in plan/product recommendations via customer-centric phone selling and strategic correspondence
- Top sales agent for 2020 incoming class for AEP out of 500+ agents
- Quality and compliance average of 90%, Net promoter score (NPS) of 90%
- 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 90% based on customer surveys
- Non-resident insurance licensed in 13 states.
Independent Life Insurance Agent
Charlotte, NC
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 confidentially.
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 of converting 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
Charlotte, NC
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 the teacher develops in consultation with the school.
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 an 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 the 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 a customer satisfaction (CSAT) score of 91% based on customer surveys
- Non-resident insurance licensed in 49 states
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 incorporated 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)
Administrative Assistant III
Bank of America
Charlotte, NC
11.2003 - 09.2007
- Performed many diverse, advanced and confidential administrative support functions for C-level executive
- Accountable for weekly-monthly sales tracking and reporting of Treasury Account Representatives and Regional Sales Managers
- Managed executive calendar, schedule and coordinated meetings, travel arrangements, prepared expense reimbursements; oversaw new hire and contractor onboarding; organized and supervised on-site and off-site staff meetings
- Functioned as a resource and point of contact regarding basic and complex company policies and procedures regarding compliance training, expense reimbursements, expense tracking and associate security access
- Performed SharePoint administrator duties and other internal corporate systems including lorder, Expres, Travel Online, SOX and Discovery
Project Coordinator
Adecco | Bank of America
Charlotte, NC
09.2002 - 10.2003
- Provided project and administrative support for the Atlantic Region Government Lending Products Executive
- In charge of reporting daily activity of SBA applications received for the Atlantic Region Small Business Channel and the Consumer Banking Channel
- Responsible for providing reporting of SBA Loans closed by Bank of America for the Atlantic Region to executives in Small Business Banking as well as other departments
- Assisted in the design, development, user acceptance testing (UAT testing), and completion of the new Small Business reporting system which involved analyzing reporting logic, recommendations for design enhancements, development and implementation of project deliverables
Education
B.S - Organizational Psychology
University of Phoenix
2025
Skills
- Student inclusion
- Faculty support
- Teacher collaboration
- Student needs support
- Decision-Making
- Organization and Time Management
- Active Listening
- Dependable and Responsible
Accomplishments
- Achieved Top Sales Agent status by completing the most enrollments with accuracy and efficiency.
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
swipe to browse
Quote
There is a powerful driving force inside every human being that, once unleashed, can make any vision, dream, or desire a reality.
Tony Robbins
Software
Work Preference
Work Type
Full TimeContract WorkWork Location
On-SiteRemoteHybridImportant To Me
Company CultureWork-life balanceCareer advancementWork from home option401k matchHealthcare benefitsPaid time offStock Options / Equity / Profit SharingPersonal development programsFlexible work hoursInterests
Writing
Timeline
Associate, Instructional
Charlotte Mecklenburg Schools
03.2024 - Current
Instructional Assistant
Charlotte Mecklenburg Schools
10.2022 - Current
Benefits Advisor II
Aon Hewitt | Aon Retiree Health Exchange
07.2020 - 11.2021
Independent Life Insurance Agent
12.2019 - 07.2020
Telesales Healthcare Insurance Agent
TTEC
08.2019 - 12.2019
Instructional Assistant
Charlotte Mecklenburg Schools
09.2018 - 06.2019
Benefits Advisor II
Aon Hewitt | Aon Retiree Health Exchange
05.2014 - 03.2018
Office Manager
Beacon Dental Center
07.2008 - 07.2013
Administrative Assistant III
Bank of America
11.2003 - 09.2007
Project Coordinator
Adecco | Bank of America
09.2002 - 10.2003
B.S - Organizational Psychology
University of Phoenix
Similar Profiles
Caroline HitesCaroline Hites
Teacher at Teach for America, Charlotte-Mecklenburg SchoolsTeacher at Teach for America, Charlotte-Mecklenburg Schools
Ashely NesmithAshely Nesmith
Bus Monitor at Charlotte Mecklenburg SchoolsBus Monitor at Charlotte Mecklenburg Schools
Madena CunninghamMadena Cunningham
Special Education and Elementary Education Teacher at Charlotte Mecklenburg SchoolsSpecial Education and Elementary Education Teacher at Charlotte Mecklenburg Schools
Laura FoulkLaura Foulk
Teacher at Charlotte Mecklenburg SchoolsTeacher at Charlotte Mecklenburg Schools
Hailey ValentiHailey Valenti
Youth Sports Coach at Indian Trail Athletic AssociationYouth Sports Coach at Indian Trail Athletic Association