HALEY MCKINNON
Winston-Salem,NC
Summary
Dynamic customer service professional with over 8 years of experience, eager to leverage expertise in a growth-oriented company. Proven strengths in communication, problem-solving, and critical thinking, complemented by exceptional interpersonal skills and meticulous attention to detail. Proficient in data entry and Microsoft Office, with a demonstrated ability to lead teams effectively. Committed to delivering outstanding service and fostering positive client relationships while driving organizational success.
Overview
4
4
years of professional experience
Work History
Life Insurance Agent
North American Senior Benefits
07.2025 - 01.2026
- Help individuals and families find the most appropriate policy by conducting in-home or over the phone presentations.
- Presenting and educating clients on insurance policy options based upon their individual needs and goals, with the care, compassion, and the genuine want to help people.
Remote Customer Service Agent
Conduent
02.2024 - 07.2025
- Answered inbound calls from customers/clients with questions concerning and/or related to their account. (An average of 40 to 50 calls were expected daily).
- Responded to all customer inquiries by utilizing information learned during training and resources available through people, customer records, and knowledge management systems.
- Identified customer needs to ensure the customer was provided complete and accurate information.
- Acknowledged and resolved customer complaints and difficult situations.
- Processed required transactions via web-based applications.
- Submitted research requests in a concise yet accurate manner.
- Maintained a thorough knowledge of the company and client programs, policies, and technology.
- Communicated effectively in a warm and empathetic manner.
- Adhered to confidentiality requirements and laws to ensure information is disseminated only to authorized individuals.
- Provided support to other positions/operations in cases during heavy workloads or absences.
Financial Services Representative
State Employees Credit Union
06.2022 - 01.2024
- Provided exemplary member service through all delivery channels, handle functions such as cash box management, account opening and maintenance, phone inquiries, safe deposit boxes, and all other services as needed
- Greeted members and responds to their needs or directs them to the appropriate person, department or source
- Dispensed information about various types of accounts and other Credit Union services
- Handled establishment of new membership, opened all accounts, and processed changes in accounts
- Educated members on available services and make recommendations based
- Keyed all required transactions into the Margo system and balanced cash drawer with accuracy
- Balanced the vault, ATM, TCD and coin sorter
- Operated drive-thru window as needed
- Kept daily and monthly records of the following reports: vault control, returned checks, Visa gift cards, theme park tickets, forgeries, and coin
- Prepared, ordered, and verified cash delivery and shipment once a week
- Assisted members with account problems, checking reconciliations, or errors in transactions
Education
Bachelor of Science - Exercise Physiology
East Carolina University
01.2022
Skills
- Insurance policy sales
- Building relationships
- Client service
- Client account management
- Cross-selling techniques
- Needs assessment
Timeline
Life Insurance Agent
North American Senior Benefits
07.2025 - 01.2026
Remote Customer Service Agent
Conduent
02.2024 - 07.2025
Financial Services Representative
State Employees Credit Union
06.2022 - 01.2024
Bachelor of Science - Exercise Physiology
East Carolina University