KAYLA BEY
Houston
Summary
Medicare Sales Agent with extensive experience at Bloom Insurance Agency, recognized for exceptional customer service and sales performance. Utilized CRM systems and health insurance knowledge to surpass sales targets and improve client satisfaction. Focused on providing customized solutions to address varied client requirements.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Medicare Sales Agent
Bloom Insurance Agency
09.2024 - Current
- Achieved sales goals by generating new sales and cross-selling to existing customers.
- Educated prospective customers through comprehensive consultations on health insurance options.
- Identified and qualified leads from diverse marketing channels to expand client base.
- Advocated for clients by offering suitable carrier products that met specific needs.
- Maintained high accuracy in call documentation, market analysis, and opportunity planning.
- Provided exceptional customer experiences through professional handling of inbound/outbound calls.
- Utilized technology and CRM systems effectively to streamline sales processes.
- Demonstrated flexibility in adjusting sales strategies based on market trends and feedback.
Branch Sales Manager
Advance America
12.2013 - 06.2024
- Responsible for the day to day operations of the facility in order to provide excellent customer service while maintaining high standards and profitable margins
- Ordered supplies and maintained accurate inventories in order to run the business efficiently
- Maintained cash controls while providing fast and friendly service
- Offering additional products in order to maximize every sales opportunity
- Market our products and form business partners in order to make location known to public
- Work collections in order to maintain a profitable store and push revenue to bottom line
- Wrote out staffing schedules for all individuals in center
- Maintained compliance for Federal, State and City guidelines
- Manage files for all clients in organized manner in order to maintain a successful business
Day Care Provider
Tiny Treasures
05.2013 - 09.2013
- After school teacher and infant room provider
- Managed the classroom and monitored the safety of all students
- Facilitated food services to all students, ensuring accuracy of restricted diets
Assistant Drug Manager
Kroger
09.2012 - 05.2013
- Ordered merchandise and maintained accurate inventories
- Wrote out staffing schedules for all individuals in the department
- Interacted with customers daily and addressed any concerns or suggestions with my superiors
- Unloaded freight from trailers
- Stocked merchandise received from delivery's
- Monitored stock level on the shelves in order to fill low and out of stock items to provide for a better customer experience
Education
COLLEGE -
LONESTAR COMMUNITY COLLEGE
Cypress, TX08.2012
Diploma -
CYPRESS FALLS HIGH
Houston, TX06.2011
Skills
- Customer service excellence
- Sales optimization
- Collections management
- Data entry accuracy
- Cash handling
- File organization
- Cold calling and marketing strategies
- Team collaboration
- Sales strategy development
- Health insurance expertise
- CRM proficiency
- Multitasking ability
- Health insurance sales knowledge
- HIPAA compliance
Accomplishments
- Promotion to leadership as Divisional Growth Champion 2023, Advance America
- Center of Year 2016, Advance America
- Center of the Quarter 1st Quarter 2017, Advance America
- Center of the Quarter 4th Quarter 2017, Advance America
- Promotion from Customer Service representative to Assistant Manager 2014, Advance America
- Promotion from Assistant Manager to Center Sales Manager 09/01/16, Advance America
Certification
- Life Insurance License
- Health Insurance License
- 2024 AHIP Certification
Timeline
Medicare Sales Agent
Bloom Insurance Agency
09.2024 - Current
Branch Sales Manager
Advance America
12.2013 - 06.2024
Day Care Provider
Tiny Treasures
05.2013 - 09.2013
Assistant Drug Manager
Kroger
09.2012 - 05.2013
COLLEGE -
LONESTAR COMMUNITY COLLEGE
Diploma -
CYPRESS FALLS HIGH