BRITTANY YAHOLA
Muskogee,OK
Summary
Dynamic Insurance Specialist with a proven track record at AO Globe Life, excelling in customer service and risk assessment. Adept at enhancing client satisfaction through effective communication and tailored solutions. Skilled in policy issuance and financial planning, consistently achieving call targets while fostering strong client relationships.
Overview
16
16
years of professional experience
2
2
Certifications
Work History
Insurance Specialist
AO Globe Life
Muskogee, Oklahoma
06.2023 - Current
- Handled inbound payment calls, achieving call targets and directly enhancing customer satisfaction.
- Resolved diverse inquiries while maintaining professional phone etiquette, contributing to high satisfaction rates.
- Responded promptly to customer inquiries via phone, email, and chat, ensuring timely customer support.
- Document customer interactions and maintain accurate records in the CRM system.
- Participate in training sessions to enhance product knowledge and customer service skills.
- Assisted clients in understanding policy options and coverage details.
- Processed policy renewals and modifications accurately and efficiently.
- Collaborated with underwriters to evaluate risk assessments for new applications.
Loan officer
Advance America
Owasso and Muskogee, OK
06.2024 - 06.2025
- Guide clients through loan options, aligning solutions with their financial goals.
- Execute comprehensive risk assessments of loan applications, maintaining strict compliance with federal lending regulations.
- Review financial documents for compliance, ensuring adherence to regulations.
- Developed tailored financial solutions through a consultative approach, supporting clients in achieving financial objectives and minimizing risk.
- Collaborate with team to refine customer experience, driving measurable results.
- Drove collections through strategic communication, resulting in improved cash flow.
- Conducted cold calls to enhance client satisfaction and increase service visibility.
Front Desk Receptionist- seasonal
Jackson Hewitt
Muskogee, OK
11.2023 - 04.2024
- Managed front desk operations, greeted clients, and streamlined tax season appointment scheduling while maintaining organized client documentation systems.
- Manage high volume calls with precision, ensuring efficient ID verification and customer satisfaction.
- Facilitated smooth communication between tax professionals and clients, optimizing office workflow and reducing wait times during high-volume periods.
Credit Union Advisor
TTCU Federal Credit Union
Broken Arrow
02.2018 - 10.2023
- Educated customers on credit union products and services, enhancing their understanding and engagement.
- Created personalized financial strategies through a consultative approach, addressing complex member needs and building long-term relationships.
- Streamlined credit application processes by implementing digital solutions, reducing processing time while maintaining strict compliance standards.
- Processed transactions and balanced cash drawer, ensuring accuracy and efficiency.
- Managed call queues with Microsoft Office and QuickBooks, optimizing transaction management.
Bank Teller
IBC Bank
Broken Arrow
01.2014 - 01.2018
- Managed significant cash volumes, ensuring financial accuracy.
- Processed transactions accurately, contributing to increased customer satisfaction and retention.
- Resolved customer issues promptly, improving overall service experience.
- Executed CTR audits and account setups to ensure compliance and support branch growth.
- Facilitated team collaboration to enhance communication and support operational efficiency.
Customer Service/Order Clerk
JC Penney
Muskogee
01.2010 - 12.2014
- Validated customer and order information for accuracy, ensuring seamless order processing and customer experience.
- Processed returns or exchanges in compliance with company policies to enhance customer satisfaction.
- Oversaw accounts receivable tasks, issuing invoices and collecting payments to ensure timely revenue flow.
Seasonal Supervisor
Eskimo Joe's
11.2013 - 03.2014
- Led seasonal team, improving service efficiency and developing staff skills to enhance customer satisfaction.
- Monitored merchandise inventory, ensuring optimal stock levels and minimizing discrepancies.
- Prepared daily financial reports and bank deposits to uphold financial accountability.
Education
High School Diploma -
Morris High School
Morris, OK05-2009
Skills
- Insurance Sales
- Claims Processing
- Policy Issuance
- Risk Assessment
- Premium Billing
- Financial Planning
- Client Outreach
- Customer Service
- Banking Services
- Call Centers
- Data Entry Skills
- Microsoft Excel
- Microsoft Outlook
- Office software
Languages
English
Certification
Oklahoma Life & Health Insurance License
Timeline
Loan officer
Advance America
06.2024 - 06.2025
Front Desk Receptionist- seasonal
Jackson Hewitt
11.2023 - 04.2024
Insurance Specialist
AO Globe Life
06.2023 - Current
Credit Union Advisor
TTCU Federal Credit Union
02.2018 - 10.2023
Bank Teller
IBC Bank
01.2014 - 01.2018
Seasonal Supervisor
Eskimo Joe's
11.2013 - 03.2014
Customer Service/Order Clerk
JC Penney
01.2010 - 12.2014
High School Diploma -
Morris High School