Kasey Stern

• Spent ample time with each customer, verbally reviewing, and explaining documents for client comprehension.
• Participated in professional development opportunities such as workshops or conferences to stay current on industry developments.
• Managed existing accounts with a high level of professionalism, addressing any concerns or changes in coverage as needed.
• Built long-lasting relationships with clients through excellent communication and attentive service.
• Maintained detailed records of customer interactions, ensuring proper follow-up and resolution of issues.
• Adhered to company policies and scripts to consistently achieve call-time and quality standards.
• Demonstrated excellent multitasking abilities by simultaneously handling multiple tasks such as navigating systems, taking notes on calls, and answering inquiries from clients.
• Adapted quickly to new technologies introduced into the call center environment, utilizing tools effectively during customer interactions.

• Responsible for the overall leadership and direction of the office in the absence of the General Manager
• Research and resolve customer complaints and ensuring the team has clear understanding of goals, expectations, and customer connections during the shift.
• Accounts receivable, QuickBooks, Proficiency with computer and Windows PC applications with the ability to navigate with complex computer applications.
• Managing multiple priorities as a leader
• Customer Service, Answering multi phone lines.
• Cleaning Residential Homes
• Oversaw daily cash handling procedures, maintaining accurate records and minimizing discrepancies.

• Communicates with high internal and external company officials and field members.
• Coordinates and communicates product/process changes and enhancements to sales force.
• Meet activity expectations to achieve monthly sales goals set forth by management.
• Create and deliver effective sales presentations (in person, Webinar, or conference call to promote Primerica Life Insurance products, Property & Casualty, services, and competitive advantages.
• Responsible for on-going support of Life and Property & Casualty products
• Resolve field and client complaints/issues.
• Recruit agents and train to become life licensed Primerica sales force.
• Research and resolve customer complaints and ensuring the team has clear understanding of goals, expectations, and customer connections during the shift.
• Customer Service, Answering multi phone lines.

Texas Life & Health Agent Individual License

Texas Property & Casualty License

HIPAA Compliance Training Certificate