KAYLA MCLAUGHLIN
West End,NC
Summary
Strategic and results-driven Account Executive with 14+ years of experience managing client relationships, streamlining operations, and driving business growth in the financial and insurance sectors. Adept at process improvement, new business onboarding, and client retention through proactive communication, analytical thinking, and cross-functional collaboration. Recognized for transforming operational workflows and strengthening partnerships that lead to measurable growth.
Overview
15
15
years of professional experience
Work History
Annuity Servicing Associate
Axonic Insurance
New York, NY
05.2026 - Current
- Review annuity premium payments, wire transfers, checks, ACH transactions, and supporting documentation for completeness and accuracy.
- Review incoming annuity cases and issue contracts promptly once premium funds have been received, verified, and approved.
- Verify that premiums match application data, suitability or replacement documentation when applicable.
- Communicate with financial professionals, and internal service teams to obtain missing information or clarify payment instructions.
- Maintain accurate records of reviews, exceptions, decisions, and follow-up activities in applicable workflow and policy administration systems.
Client Success and Team Development Manager
The Admin Effect
Cornelius, NC
09.2025 - 02.2026
- Build and maintain strong, trust-based relationships with financial professionals, insurance carriers, and internal partners to accelerate client onboarding and retention.
- Collaborate directly with RIAs, IMOs, and advisors to clarify requirements, resolve issues, and reduce new business cycle times.
- Proactively identify process gaps, streamline workflows, and implement solutions to increase efficiency and client satisfaction.
- Deliver proactive client communication to anticipate needs, resolve roadblocks, and ensure seamless policy issuance and follow-up.
- Participate in strategic team meetings to align goals, share insights, and continuously enhance operational standards.
- Recognized for a proactive, detail-oriented approach that strengthens advisor confidence and promotes long-term partnerships.
- Reduced client new business cycle times through proactive process management.
- Strengthened advisor satisfaction scores through responsive communication and support.
- Managed client accounts and maintained strong relationships with stakeholders.
- Coordinated marketing campaigns to ensure alignment with client goals and objectives.
- Developed proposals and presentations to support client engagement efforts.
- Conducted market research to identify new business opportunities and trends.
- Collaborated with cross-functional teams to deliver tailored solutions for clients.
- Led contract negotiations to secure favorable terms for both clients and the company.
- Trained new hires in annuity applications and account openings with Charles Schwab and Fidelity Investments, improving onboarding efficiency and accuracy.
- Managed a team to ensure timely completion of follow-ups, AUM account openings, annuity applications, and rollover calls, maintaining adherence to service standards and deadlines.
Account Executive
The Admin Effect
Cornelius, NC
02.2023 - 09.2025
- Own and manage the new business process from application to completion, ensuring all documentation and client information is accurate, compliant, and efficiently processed.
- Build and maintain strong, trust-based relationships with financial professionals, insurance carriers, and internal partners to accelerate client onboarding and retention.
- Collaborate directly with RIAs, IMOs, and advisors to clarify requirements, resolve issues, and reduce new business cycle times.
- Proactively identify process gaps, streamline workflows, and implement solutions to increase efficiency and client satisfaction.
- Deliver proactive client communication to anticipate needs, resolve roadblocks, and ensure seamless policy issuance and follow-up.
- Participate in strategic team meetings to align goals, share insights, and continuously enhance operational standards.
- Recognized for a proactive, detail-oriented approach that strengthens advisor confidence and promotes long-term partnerships.
- Reduced client new business cycle times through proactive process management.
- Strengthened advisor satisfaction scores through responsive communication and support.
- Managed client accounts and maintained strong relationships with stakeholders.
- Coordinated marketing campaigns to ensure alignment with client goals and objectives.
- Developed proposals and presentations to support client engagement efforts.
- Conducted market research to identify new business opportunities and trends.
- Collaborated with cross-functional teams to deliver tailored solutions for clients.
- Led contract negotiations to secure favorable terms for both clients and the company.
Annuity Operations Specialist
Financial Independence Group
Cornelius, NC
08.2011 - 02.2023
- Managed full lifecycle of new business and in-force submissions for annuity and insurance products, ensuring accuracy, compliance, and timely completion.
- Partnered with top financial institutions and carriers to track case progress, resolve escalations, and improve client outcomes.
- Supported sales teams by identifying operational bottlenecks and implementing solutions that improved workflow and efficiency.
- Managed over 20 suitability reviews a day for all industry carriers.
- Managed data entry and maintained accurate records for client accounts.
- Coordinated operational processes to enhance efficiency and streamline workflows.
- Analyzed operational reports to identify areas for optimization and support decision-making.
- Assisted in the preparation of financial documentation for audits and reviews.
- Developed and maintained deep client relationships, serving as a trusted liaison for advisors and internal departments.
- Proposed and implemented workflow improvements that reduced processing errors and turnaround times.
- Created and implemented process tracking methods that improved submission accuracy and reduced rework.
- Recognized for strong cross-departmental collaboration and commitment to service excellence.
Education
Bachelor of Science - Psychology
Slippery Rock University
Slippery Rock, PA05-2010
Skills
- Client Relationship Management
- Operations & Workflow Optimization
- Financial Services
- Business Development
- Process Improvement
- Suitability analysis
- New business development
- Team Collaboration
- Decision-Making
- CRM & Microsoft Office
- Leadership
- Problem Solving
- Cross-Functional Communication
Timeline
Annuity Servicing Associate
Axonic Insurance
05.2026 - Current
Client Success and Team Development Manager
The Admin Effect
09.2025 - 02.2026
Account Executive
The Admin Effect
02.2023 - 09.2025
Annuity Operations Specialist
Financial Independence Group
08.2011 - 02.2023
Bachelor of Science - Psychology
Slippery Rock University