Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

Kayla Roman

Kissimmee,FL

Summary

  • Experienced with evaluating client needs to recommend appropriate coverage options. Utilizes in-depth knowledge of insurance policies and risk assessment to guide clients effectively. Track record of building strong client relationships and ensuring satisfaction through attentive service and support

Overview

5
5
years of professional experience

Work History

Auto Insurance Agent

Freeway Insurance
03.2024 - Current
  • Provided exceptional service through timely follow-ups with clients, keeping them informed throughout the claims process.
  • Developed strong relationships with clients, fostering trust and loyalty while promoting long-term business growth.
  • Educated clients on available auto insurance products, empowering them to make informed decisions regarding their coverage options.
  • Ensured accurate policy administration by diligently reviewing and updating client information, reducing errors in coverage.
  • Built strong relationships with clients through consistent communication and excellent customer service.
  • Responded to customer calls swiftly to resolve issues and answer questions.
  • Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
  • Maintained high standards of customer service by building relationships with clients.
  • Cross-sold insurance products to existing clients to reach sales targets.
  • Built relationships with clients using active listening and issue resolution to provide excellent service.

Head Bank Teller

Haverhill Bank
09.2022 - 02.2024
  • Balanced cash drawers consistently at end-of-day without discrepancies, ensuring accuracy in all transactions processed throughout the day.
  • Oversaw currency shipments and deposits while adhering to strict safety guidelines.
  • Managed high-volume cash transactions daily, maintaining accuracy and efficiency under pressure.
  • Assisted customers with account inquiries, resolving issues promptly to ensure satisfaction.
  • Answered inquiries regarding checking and savings accounts and other related products.
  • Provided support during audits, gathering necessary documentation and demonstrating compliance with internal controls.
  • Verified amount of cash in cash drawer against day's receipts, quickly identifying errors.
  • Strengthened client relationships through exceptional service and proactive identification of financial needs.
  • Reduced errors in transactions with vigilant attention to detail and adherence to banking regulations.
  • Enhanced customer satisfaction by providing efficient and accurate transaction services.
  • Maintained up-to-date knowledge of banking policies, procedures, and regulatory requirements for effective guidance of team members and clients alike.

Warehouse Worker

Amazon
10.2023 - 12.2023


  • Loaded, unloaded, and moved material to and from storage and production areas.
  • Consistently lifted materials weighing as much as Number pounds.
  • Maintained clean workspaces by enforcing strict housekeeping guidelines for storage areas, dock bays, and equipment zones.
  • Reduced order processing times with streamlined picking, packing, and shipping procedures.
  • Contributed to achieving team goals with consistent punctuality, reliability, and adherence to established performance standards.
  • Helped maintain an organized stockroom by labeling shelves clearly, designating specific areas for different products, and rotating stock regularly as required.
  • Operated various types of warehouse machinery safely, adhering to all relevant guidelines and protocols.

Team Lead

Walmart
04.2020 - 12.2022
  • Trained new team members by relaying information on company procedures and safety requirements.
  • Promoted a positive work environment by fostering teamwork, open communication, and employee recognition initiatives.
  • Served as a role model for the team by demonstrating commitment to excellence, professionalism, and adherence to company values at all times.
  • Coached team members in techniques necessary to complete job tasks.
  • Enhanced overall team performance by providing regular coaching, feedback, and skill development opportunities.
  • Worked different stations to provide optimal coverage and meet production goals.
  • Maintained overall safe work environment with employee training programs and enforcement of safety procedures.
  • Educated staff on organizational mission and goals to help employees achieve success.
  • Frequently inspected production area to verify proper equipment operation.

Education

Gateway High School
Kissimmee, FL
05.2021

Skills

  • Goal oriented
  • Policy analysis
  • Financial acumen
  • Customer service
  • Licensed insurance agent
  • Customer retention
  • Product knowledge
  • Team training and development
  • Email marketing
  • New business development
  • Account management
  • Commercial lines

Languages

Spanish
Native or Bilingual

Timeline

Auto Insurance Agent

Freeway Insurance
03.2024 - Current

Warehouse Worker

Amazon
10.2023 - 12.2023

Head Bank Teller

Haverhill Bank
09.2022 - 02.2024

Team Lead

Walmart
04.2020 - 12.2022

Gateway High School

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