Beyawnka Williams
Orange City
Summary
To secure a position with an organization that will allow me to broaden my knowledge and skills, in a team environment. I am efficient, energetic and service oriented. I would like to better serve the customers and to make the service department operate effectively and efficiently, while accomplishing job satisfaction, learning new things and growing in the company known for honesty and integrity. Authorized to work in the US for any employer
Overview
12
12
years of professional experience
1
1
Certification
Work History
Insurance Agent
AllState
06.2025 - Current
- Built strong relationships with clients through consistent communication and excellent customer service.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
- Maintained high standards of customer service by building relationships with clients.
- Cross-sold insurance products to existing clients to reach sales targets.
- Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
Client Financial Services Rep II
Aston Carter BNY Mellon
06.2023 - 05.2025
- Supports professional and management staff by providing data related to, among others, financial transactions, account information and transaction processing to be used in responses to client inquiries on a daily basis.
- Processes updates to shareholders accounts. Under direct supervision, assists management staff by responding to phone, email and other inquiries regarding fund information, services and procedures.
- Provides basic technical assistance to shareholders and assists with straightforward inquiries.
- Responses are fast, efficient and accurate, and are verified by more senior team members.
Universal Teller
Florida Credit Union
01.2022 - 05.2023
- Receives checks and cash for deposits and payments
- Cashes checks and pays out money after verification of identification, signature, and account balance
- Transfers loan payments, share transactions and loan advances
- Balances cash drawer at the end of the shift
- Cross sells FCU products to the membership
- Conducting loan interviews and processing loan applications as well as opening new accounts
Homemaker
10.2021 - 01.2022
Licensed Insurance Agent
Liberty Mutual Insurance
02.2021 - 10.2021
- Accepting inbound calls at a fast pace, helping customers with all of their needs while providing them information on our current products
- Process policy changes, such as adding or removing a vehicle, address or name changes, updating mortgagee clauses, assisting agents with quoting policies or making changes
- Assisting the customers daily remote but with a smile
Member Service Representative
Launch Federal Credit Union
09.2020 - 02.2021
- Assists members with various services, to include opening and closings accounts, updates to existing accounts, safe deposit boxes, plastic cards, disputes/fraud, stop payment orders, wire transfers, etc
- Assists members with credit union Digital Services products and services including troubleshooting issues
- Resolves member issues promptly and professionally
- Maintains the highest level of confidentiality with all information obtained
- Follows and complies with all Launch policies and procedures
- Completes compliance training assignments in a timely manner
- Attends meetings and training sessions, as required
- Conducting loan interviews and processing loan applications as well as opening new accounts
Universal Agent/ Onboarding Specialist
Addition Financial
12.2013 - 09.2020
- Provide personal financial counseling, assist with lending services, and build relationships with existing customers to sustain high satisfaction ratings and retention
- I became the lead "go-to" person for new reps and particularly challenging calls as one of the company's mentors and trainers of new employees
- Handle customer inquiries, complaints, billing questions and payment extension/service requests
- Calm angry callers, repair trust, locate resources for problem resolution and design best-option solutions
- Providing customers with specific products that meets their needs
- Assist members during loan and account application process, and close consumer and processed Real Estate and mortgage loans in accordance with internal and federal policies and procedures
- Balanced daily cash transactions and reconciled daily transactions to ensure accuracy
- Assisted in Branch monthly audits as well as being a support system for team members
Education
Bachelors - Accounting
Daytona State College
Associate - Accounting
Daytona State College
05.2020
High school diploma - undefined
Poinciana High School
05.2011
Skills
- Proficiencies:
- Adobe Certified in video communications (Premier CC/Flash CC)
- MS Office
- Adept at working in a fast-paced environment, very proficient and committed to job duties
- Fast, accurate and have great attention to detail
- Proficient in Free Tax USA and Turbo Tax; active PTIN
Certification
- Property and Casualty License February 2021
- Public Notary
- NMLS
Timeline
Insurance Agent
AllState
06.2025 - Current
Client Financial Services Rep II
Aston Carter BNY Mellon
06.2023 - 05.2025
Universal Teller
Florida Credit Union
01.2022 - 05.2023
Homemaker
10.2021 - 01.2022
Licensed Insurance Agent
Liberty Mutual Insurance
02.2021 - 10.2021
Member Service Representative
Launch Federal Credit Union
09.2020 - 02.2021
Universal Agent/ Onboarding Specialist
Addition Financial
12.2013 - 09.2020
Associate - Accounting
Daytona State College
High school diploma - undefined
Poinciana High School
Bachelors - Accounting
Daytona State College
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