Kayla Richardson

Provide outstanding care to our customers, partners, plan sponsors and investment professionals. Educate customers in all aspects of the plan and provide solutions to our customers and partners. Utilize technology to enhance conversations with customers, agents and educate advisors.

Receive and respond to incoming calls from investment professionals, plan sponsors and policyholders on multiple financial topics. Understand the different product suites, including current line-up and products no longer sold that still require servicing.

Educate customers to ensure understanding of tax implications, penalties, surrender charges, death benefit protection, lifetime income, capital preservation and/or benefits pertaining to the plan.

Receive and respond to incoming calls from investment professionals, plan sponsors and policyholders on multiple financial topics. Understand the different product suites, including current line-up and products no longer sold that still require servicing.

Educate customers to ensure understanding of tax implications, penalties, surrender charges, death benefit protection, lifetime income, capital preservation and/or benefits pertaining to the plan.

Guided customers through the steps of the rental process from start of the contract through the return of the vehicle.

Handled transactions efficiently while adhering to company policies, ensuring accuracy in all financial exchanges.

Built relationships with customers to encourage repeat business.

Managed returns, exchanges and refunds in accordance with company policy.

Developed strong relationships with parents, maintaining open communication about each child''s progress and needs.

Oversaw household duties such as light housekeeping tasks or running errands when required.

Implemented daily routines for optimal child development and created a structured environment.

Provided developmentally appropriate activities for children.

Transported children to and from activities using personal or family vehicle.

Oversaw daily transitions between various activities such as snack time, outdoor playtime, naptime ensuring smooth operation of daily schedule.

Provided a safe and nurturing environment for children, regularly monitoring indoor and outdoor spaces for potential hazards.

Actively encouraged children to develop their communication, problem-solving and social skills.

Developed strong relationships with parents through regular communication about their child''s progress and needs.