Open to opportunities

Josiah Richeson

@josiahricheson

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Insurance operations specialist with expertise in process optimization.

United States

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What I'm looking for

I am looking for a role that challenges me and allows for career growth, ideally in a company that values innovation and customer service excellence.

I am an insurance operations specialist with a strong background in call center management and scheduling. My experience spans across various roles where I have successfully streamlined processes and enhanced customer interactions. At Credible, I was promoted to Insurance Operations Specialist, where I directed insurance operations and developed Standard Operating Procedures that significantly improved workflow efficiency.

Throughout my career, I have demonstrated my ability to manage high-volume tasks effectively. I processed approximately 30 applications daily, achieving a remarkable conversion rate of 900 sales annually. My commitment to customer service is evident in my ability to foster relationships and provide clear explanations regarding eligibility decisions, ensuring a positive experience for clients.

With a solid educational foundation in Computer Hardware Engineering and ongoing professional development, I am continuously enhancing my technical skills, including Python and C++. I am eager to leverage my expertise in a dynamic environment that values innovation and efficiency.

Experience

Work history, roles, and key accomplishments

Current

Insurance Operations Specialist

Current

Credible

Jan 2022 - Present (3 years 5 months)

Directed and streamlined insurance operations as a Subject Matter Expert for quoting systems, supporting automation and workflow design across 50 states. Developed Standard Operating Procedures (SOPs) in collaboration with data and engineering teams, enhancing operational efficiency.

Automation Workflow Design Jira Scripting

Mortgage Closer

Credible

Jan 2021 - Dec 2022 (1 year 11 months)

Delivered reliable customer support through phone, text, and email for borrowers, title agencies, and mortgage lenders while managing scheduling for timely closings and financial clearances. Surpassed productivity targets by closing over 40 mortgages monthly during the 2021-2022 period.

Customer Support Scheduling Salesforce CRM

Customer Support Specialist

Wells Fargo

Jan 2019 - Dec 2021 (2 years 11 months)

Resolved escalated service requests and managed high-risk documentation, providing solutions for title and lien issues while utilizing a dual-monitor Windows environment to multitask across multiple systems. Mentored junior staff as a primary escalation point, ensuring smooth and efficient problem resolution in a fast-paced call-center setting.

Title And Lien Issues Windows Environment Multitasking Mentoring

Document Specialist & Personal Banker

Wells Fargo

Jan 2016 - Dec 2019 (3 years 11 months)

Provided comprehensive banking support through in-person and phone interactions, including scheduling appointments and managing financial documentation to resolve customer issues. Earned Employee of the Month recognition within the first six months of employment for exceptional customer service and accuracy.

Customer Service Scheduling Refinance Intake

Education

Degrees, certifications, and relevant coursework

Wake Technical Community College

Associate of Engineering, Computer Engineering

2024 -

Grade: 3.84 GPA

Activities and societies: Relevant coursework includes C++ Programming (A), Introduction to Engineering (A), Engineering Graphics (A), General Chemistry I (B), and SolidWorks. Planned coursework includes Calculus I, Calculus II, Linear Algebra, and General Physics I.

Currently pursuing an Associate of Science in Computer Engineering, with a focus on microprocessors and semiconductors. Achieved a GPA of 3.84 and was recognized on the President's List twice.