KAI ZOLLINGER

A dynamic leader with expertise in process optimization and team management. Consistently demonstrated effectiveness at Geneva Financial, LLC by spearheading initiatives to enhance productivity and reduce errors, resulting in decreased turn times and improved efficiency. Strong blend of analytical and interpersonal abilities enables successful fostering of customer relationships and ensuring compliance. Proven track record of success, confident in ability to contribute to any organization's growth and success.

2016 Geneva Financial Employee of the Year

• Life and Health Insurance License
• SIE Certification

• Established rapport with potential customers during sales calls, leading to increased conversion rates from prospects into active clients.
• Logged call information and solutions provided into internal database.
• Managed a diverse portfolio of clients, ensuring their needs were met and expectations exceeded.
• Delivered high-quality customer service by quickly responding to inquiries and maintaining an empathetic approach during interactions.
• Assisted in resolving outstanding issues with underwriting and processing teams, ensuring complete resolution of investor conditions.
• Maintained a comprehensive understanding of industry guidelines, staying informed on updates and changes that could impact the post-closing process.
• Improved workflow efficiency by training new team members on post-closing procedures and best practices.
• Kept detailed records of all post-closing activities, providing accurate and up-to-date information for management reporting purposes.
• Participated in cross-functional meetings to provide valuable input from a post-closing perspective on various projects or initiatives within the company.
• Successfully managed and operated Legacy Athletics, LLC, demonstrating strong entrepreneurial skills and business acumen.
• Effectively led a team of 10 employees, fostering a collaborative and productive work environment.
• Developed and implemented innovative marketing strategies that increased client acquisition and retention.
• Oversaw financial operations, including budgeting, forecasting, and financial reporting.
• Maintained excellent customer service standards, leading to high customer satisfaction and repeat business.