Kalyn Able

Work History

TZ Insurance

Charlotte, NC

04.2022 - Current

Attended continuing education courses and workshops to gain additional insurance industry knowledge.
Provided coverage option information to assist clients in protecting assets.
Calculated quotes and educated potential clients on insurance options.
Built relationships with clients using active listening and issue resolution to provide excellent service.
Determined client needs and financial situations by listening and scheduling fact-finding appointments.
Explained features, advantages and disadvantages of various policies to promote sale of insurance plans.
Attended meetings, seminars and programs to learn about new products and services, learn new skills and receive technical assistance in developing new accounts. •
Calculated premiums and established payment method. • Ensured that policy requirements were fulfilled, including any necessary medical examinations and completion of appropriate forms.
Sought out new clients and developed clientele by networking to find new customers and generate lists of prospective clients.
Interviewed benefits recipients at specified intervals to certify eligibility for continuing benefits.
Compiled, recorded and evaluated personal and financial data to verify completeness and accuracy and to determine eligibility status.
Used company software to analyze customer coverage needs, write quotes and issue policies.
Presented supplemental insurance information to business owners, employees, and individuals.

GO Health LLC

Charlotte, NC

08.2020 - 04.2022

Perform administrative tasks, such as maintaining records and handling policy renewals
Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients
Establish DSNP, CSNP, QMB+ ect status for client
Trained in Zendesk ticketing programs
Data Entry
Call on policyholders to deliver and explain policy, to analyze insurance program and suggest additions or changes, or to change beneficiaries
Confer with clients to obtain and provide information when claims are made on a policy
Attend meetings, seminars, and programs to learn about new products and services, learn new skills, and receive technical assistance in developing new accounts
Verify Medicaid status through emdeon changehealthcare.com •
Verify Medicare status through CMS Identify what type of policy the client is able to acquire
Increased customer satisfaction ratings through proactive and actionable resolutions to questions, concerns, or challenges.
Kept detailed records of customer interactions for optimal traceability.

Fulfillment Center, Amazon. Inc

Charlotte, NC

11.2018 - 06.2020

Receive incoming shipments, and compare them with provided work orders
Ascertain that all incoming shipments are safely unloaded and moved to assigned storage areas
Open all incoming packages, and sort them out according to their sizes, batch numbers, and types
Make arrangements for incoming shipments to be moved to assigned storage areas, ensuring that they are properly stored
Refer to work orders to determine the type and quality of items to be retrieved, and ensure that they are picked
Received and reviewed new orders, located requested merchandise, and promptly initiated processing.
Followed procedures at all times for personal and team safety.
Prepared and organized envelopes, packages, containers, and pallets with correct merchandise counts.

Westminster Company

Greensboro, NC

04.2014 - 04.2018

Organizing and scheduling appointments
Organizing and coordinating meetings Reviewing files and records to answer requests for information
Checking and distributing documents and correspondence
Maintaining filing systems Compiling records of office activities
Demonstrated clear knowledge of federal fair housing laws and local regulations, providing better service to diverse residential housing market.
Exhibited accurate and in-depth knowledge of lease agreements, pricing information and vacancies.
Managed delinquent accounts, interest rate setting and check scanning to support accounting tasks.