Kaitlynn B. Harris
Westminster,MD
Summary
Dedicated and adaptable professional with a proactive attitude and the ability to learn quickly. Strong work ethic and effective communication skills. Eager to contribute to a dynamic team and support organizational goals.
Overview
16
16
years of professional experience
Work History
Life Insurance Agent
New York Life Insurance Co
Bethesda, Maryland
03.2024 - Current
- Analyzed clients' financial situations to propose solutions that align with their long-term goals.
- Stayed current with life insurance market trends and regulatory changes.
- Conducted thorough needs analysis to recommend appropriate life insurance products.
- Communicated with clients to understand needs and identify best policies for each case.
- Collaborated with other departments such as underwriting or claims processing teams.
- Attended educational seminars and conferences to stay up-to-date on industry trends.
- Participated in professional development opportunities to enhance insurance knowledge and sales skills.
School Bus Driver
Johnson Bus Service, Inc
08.2011 - Current
- Transport students to and from designated locations
- Perform daily pre-trip inspections and safety checks
- Prepare, maintain, and submit records including mileage, hours, fuel consumption and number of passengers
- Meets all county requirements to maintain certifications
Customer Service Representative
American Pest
05.2021 - 12.2023
- Answer all incoming calls
- Schedule customer's service appointments accordingly based off customer's geography
- Reschedule and or cancel service appointments
- Problem solved customer billing questions
- Discuss and determine price increases and adjustments with customer
- Processes credit card/ACH payments and refunds
- Take action on customer complaints and or kind words
- Work closely with all managers, supervisors, customer service representatives and technicians to provide the best care possible to all customers
Customer Service Representative
Tevis Energy
04.2017 - 04.2019
- Handled incoming calls and inquiries from current and prospective customers
- Assisted customers effectively by solving customer disputes
- Discussed products offered and ensured customer satisfaction
- Assisted with placement of orders, refunds, or charges
- Took payment information and other pertinent information such as addresses and phone numbers
- Work with the Team to prepare company deposits
- Helped manage the day-to-day business activities related to the distribution of fuel
- Posted daily oil deliveries to customer accounts for billing and ordering purposes
- Verified all deliveries, gallons of oil and oil cost were correct on customer accounts
Community Branch Banker I
Branch Banking and Trust
10.2015 - 08.2016
- Provided professional client service; performed accurate transactions, greeted the clients, referred clients to other branch team members and specialists as needed
- Performed basic transactions of a paying and receiving teller such as accepting deposits and loan payments, verifying cash and endorsements, cashing checks within limits and obtained further authorization when necessary
- Prepared individual daily balance of teller cash transactions as well as other reports necessary
- Followed all operating procedures
- Handled proportionated volume of work based on branch demands
Professional Dog Groomer
Mariah Belle Manor Kennels
01.2010 - 12.2010
- Assisted in all kennel duties and activities
- Provided care to animals housed at kennel
- Answered and returned all phone calls
- Accounts payable and receivable
- Scheduled appointments
- Checked in/out all clients
- Gave informational tours of kennel
- Opened and closed business locations
- Provided managerial skills to operate locations
- Trained employees
Receptionist
K&S Chiropractic
12.2008 - 04.2009
- Provided knowledge upon patients' arrival to practice
- Accounts receivable and payable
- Answered and returned all phone calls
- Scheduled patients' appointments
- Contacted insurance providers regarding individual patients
- Operated all office equipment and organized documents
Education
Notary Public of the State of Maryland -
12.2026
Licensed Maryland Life and Health Insurance Agent -
01.2023
High School Diploma -
South Carroll High School
Sykesville, Maryland01.2007
Wildlife & Natural Resources Completer Program Certificate -
Class B CDL Driver's License -
CPR trained & certified -
Skills
- Accurate
- Efficient
- Strong Detail Orientation
- Strong written and communication skills
- Ability to perform multiple tasks
- Effective Task Prioritization
- Word
- WordPerfect
- Excel
- Microsoft
- Mac
- Windows
- Eager to learn
References
- Shawn Franklin, Supervisor, Tevis Energy, (443) 244-8528
- Shirley Jones, Johnson Bus Service, (443) 605-2929
- Jolynn Pabon, Supervisor, American Pest, (347) 909-2551
Timeline
Life Insurance Agent
New York Life Insurance Co
03.2024 - Current
Customer Service Representative
American Pest
05.2021 - 12.2023
Customer Service Representative
Tevis Energy
04.2017 - 04.2019
Community Branch Banker I
Branch Banking and Trust
10.2015 - 08.2016
School Bus Driver
Johnson Bus Service, Inc
08.2011 - Current
Professional Dog Groomer
Mariah Belle Manor Kennels
01.2010 - 12.2010
Receptionist
K&S Chiropractic
12.2008 - 04.2009
Notary Public of the State of Maryland -
Licensed Maryland Life and Health Insurance Agent -
High School Diploma -
South Carroll High School
Wildlife & Natural Resources Completer Program Certificate -
Class B CDL Driver's License -
CPR trained & certified -
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