Sharon Harvey
Charlotte,NC
Summary
Business-minded Analyst with great skills in investigation and negotiation combined with excellent reporting skills. Bringing over 15 years of some comparable experience. Pursuing a position that will allow increased responsibility as needed and growth.
Overview
16
16
years of professional experience
Work History
NC/SC Realtor/Broker
Keller Williams Southpark
09.2019 - Current
- Manage contracts, negotiations, and all aspects of sales to finalize purchases and exceed client expectations.
- Compare recently sold area properties and other criteria to determine competitive market prices and home values.
- Listing agent, assist homeowners with selling their home while marketing to bringing interest for further engagement.
- Liaison between buyers and sellers to establish favorable and smooth transactions.
- Assisted buyers with finding ideal homes by assessing needs, requirements, and budgets
Claims Analyst
Maestro Health
07.2019 - 06.2021
- Analyzed and processed claims according to medical benefits, plan provisions and provider contracts.
- Identified insurance coverage limitations with thorough examinations of claims documentation and all related medical records to determine approvals or denials.
- Reviewed and analyzed suspicious and potentially fraudulent insurance claims.
- Processed refunds and claim adjustments with varying complex issues.
- Point of contact and account manager of 11 accounts.
- Handled yearly group renewals making sure all claims, needed documents and closure items are processed before final check run.
Financial Services Professional
LPL Financial
07.2018 - 09.2019
- Worked with Financial Advisors to resolve escalated client issues.
- Educated Advisors and end clients on various processes for brokerage and advisory accounts.
- Assisted/trained advisors on Clientworks software
- Executed journals, incoming and outgoing wires, investment disbursements and stop payments.
- Processed retirement account orders as well as opening and closing accounts.
- Regularly reviewed legal documents to avoid fraud and potential fraudulent activities as well as compliance regulation.
- Managed 80 plus calls per day
Cobra Analyst
Coresource
07.2017 - 07.2018
- Set up continuation COBRA benefits, life, retiree, DU31 billing and FMLA.
- Processed enrollments, changes and eligibility
- Verification of benefits and vendor updates
- Handled group renewals and terminations
- Daily lockbox posting, bank reconciliation and balancing
- Process refunds and reimbursements
- Assist COBRA participants with questions or issues through COBRA department que.
B&E/Operational Account Management
Key Benefit Administrators
06.2012 - 02.2017
- Supported day-to-day account management for company clients and managed 18 groups.
- Created timely and accurate financial reports, internal documents and client deliverables.
- Processed eligibility changes, terminations and enrollments.
- Monthly collection and follow-up calls to clients in at risk termination status.
- Performed account audits and research for billing and financial discrepancies.
- Handled yearly renewals and terminations
Cobra Administrative Specialist
Key Benefit Administrators
02.2008 - 06.2012
- Set up COBRA continuation coverage for major nationwide account.
- Verification of eligibility and benefits
- Performed account audits and Processed refunds, reimbursements and adjustments due from reconciliation.
- Handled workers comp and leave of absence accounts
- Managed 60-80 incoming and outgoing calls per day.
- Created and updated records and files to maintain document compliance
Education
Licensed Real Estate Agent - Real Estate
Superior School of Real Estate
Charlotte, NC2019
High School Diploma -
Olympic High School
Charlotte, NC06.1992
Skills
- Pricing Negotiation
- Administrative Support
- Sales Forecasting
- Regulatory Compliance
- Cash Management
- Financial Services
- Account Documentation
- Claims
- Procedural Investigations and research
- Decision-Making
- Settlement Negotiations
- Financial Reporting
Timeline
NC/SC Realtor/Broker
Keller Williams Southpark
09.2019 - Current
Claims Analyst
Maestro Health
07.2019 - 06.2021
Financial Services Professional
LPL Financial
07.2018 - 09.2019
Cobra Analyst
Coresource
07.2017 - 07.2018
B&E/Operational Account Management
Key Benefit Administrators
06.2012 - 02.2017
Cobra Administrative Specialist
Key Benefit Administrators
02.2008 - 06.2012
Licensed Real Estate Agent - Real Estate
Superior School of Real Estate
High School Diploma -
Olympic High School
Similar Profiles
Zoe RivesZoe Rives
Realtor/Broker at Keller Williams SouthparkRealtor/Broker at Keller Williams Southpark
Kelli BlakeneyKelli Blakeney
Real Estate Agent at Keller WilliamsReal Estate Agent at Keller Williams
Peter LynchPeter Lynch
Real Estate Intern at Keller WilliamsReal Estate Intern at Keller Williams