Betsy Koshy
Waukee,IA
Summary
Organized and compassionate professional with over 15 years of experience in sales, business operations, and communication. Paired with a background in journalism and event planning, strives to foster an inclusive culture and create a positive impact in companies that extends to communities.
Overview
13
13
years of professional experience
Work History
Sales Support Specialist
American Equity Insurance Company
02.2023 - Current
- Developed initial relationships with new advisors within the sales territory and helped with onboarding.
- Provided superior service through implementing a “360 degree” approach to resolving calls proactively.
- Assisted Regional Sales Director with attendance for events within the sales territory.
- Utilized concise messaging on calls and email correspondence to effectively communicate with advisors and internal partners.
Service Specialist II
American Equity Insurance Company
12.2020 - 02.2023
- Educated financial advisors and internal partners regarding their licensing and commissions options.
- Processed advisor onboarding documents and resolved commission escalations.
- Utilized the client relationship management (CRM) system with quick-hit, efficient notes to support prompt follow-up.
School Secretary
Waukee High School
08.2020 - 12.2020
- Facilitated day-to-day activities and helped execute school events.
- Supported administrative staff, teachers, and students, with schedules and clerical data.
Customer Care Specialist - Individual Disability
Principal Financial Group
08.2019 - 08.2020
- Coordinated complex transactions while utilizing financial and risk assessment concepts.
- Led projects to revamp internal training modules and department-wide regulations.
Customer Service Representative - Individual Life
Principal Financial Group
11.2014 - 08.2019
- Retained company assets by providing excellent service to inbound client requests.
- Processed over fifty transaction types daily, consisting of disbursements up to $100,000.
- Coordinated with company leadership to improve the written correspondence sent to customers.
Executive Assistant
Weeks and Leo Co. Inc.
06.2013 - 10.2014
- Managed $30,000 monthly in customer accounts that had overdue payments.
- Onboarded new staff members as the primary point-of-contact for technology and operations.
Sales Support Specialist
Principal Financial Group
05.2012 - 06.2013
- Partnered with advisor offices in the pre-sale stage of business to support them with case submission.
- Implemented process improvements to increase efficiency among several lines of group insurance products.
Education
Master of Arts - Early Childhood Education
University of Texas
TXBachelor of Arts - Broadcast Journalism
University of North Texas
Denton, TXSkills
- Marketing & Journalism (8 years)
- Event planning (8 years)
- Training experience (15 years)
- Compliance & regulation (15 years)
- Malayalam (fluent)
- Spanish (conversational)
- Hindi (conversational)
Timeline
Sales Support Specialist
American Equity Insurance Company
02.2023 - Current
Service Specialist II
American Equity Insurance Company
12.2020 - 02.2023
School Secretary
Waukee High School
08.2020 - 12.2020
Customer Care Specialist - Individual Disability
Principal Financial Group
08.2019 - 08.2020
Customer Service Representative - Individual Life
Principal Financial Group
11.2014 - 08.2019
Executive Assistant
Weeks and Leo Co. Inc.
06.2013 - 10.2014
Sales Support Specialist
Principal Financial Group
05.2012 - 06.2013
Master of Arts - Early Childhood Education
University of Texas
Bachelor of Arts - Broadcast Journalism
University of North Texas
Similar Profiles
Mandy LappeMandy Lappe
Senior Quality Assurance Analyst at American Equity Investment Life InsuranceSenior Quality Assurance Analyst at American Equity Investment Life Insurance
Scott DaileyScott Dailey
Customer Excellence Specialist 2 at American Equity Investment Life InsuranceCustomer Excellence Specialist 2 at American Equity Investment Life Insurance
Kaitlynn BushongKaitlynn Bushong
Quality Analyst II – Personal Lines and Commercial Lines at American National Insurance CompanyQuality Analyst II – Personal Lines and Commercial Lines at American National Insurance Company