Kayla Nelson
Stockton,California
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
9
9
years of professional experience
Work History
Personal Lines Account Manager
Beach & O'Neill Insurance Associates
03.2023 - 02.2024
- Managed a diverse book of business with attention to detail and accuracy, ensuring proper documentation was maintained for each account.
- Improved client retention by providing exceptional customer service and addressing policy inquiries in a timely manner.
- Assisted clients with policy changes, ensuring accurate adjustments were made to meet their specific needs.
- Maintained up-to-date knowledge of industry trends and regulations, allowing for informed recommendations to clients regarding their insurance needs.
Personal/Commercial Lines Account Manager
Confidence Plus Insurance Services
09.2018 - 03.2023
- Maintained up-to-date knowledge of industry regulations, staying ahead of potential impacts on client policies.
- Provided informed guidance to assist clients in choosing commercial insurance products to suit business needs.
- Streamlined policy renewals for timely processing, ensuring continuous coverage for clients.
Logistics Coordinator
American Red Cross
02.2017 - 02.2018
- Monitored inbound and outbound freight operations to establish timely delivery of packages.
- Prepared and documented shipment activities and cargo movements to enable tracking history and maintain accurate records.
- Coordinated shipping requests for expedited delivery and documented accurately to achieve correct billing.
Dispatcher
MV Transportation
03.2015 - 02.2017
- Managed high-stress situations calmly and effectively, ensuring timely assistance to those in need.
- Directed dispatching, routing, and tracking of 70+ fleet vehicles.
- Collaborated with fellow dispatchers to maintain a seamless workflow during shift changes.
Education
High School Diploma -
Stagg Senior High School
Stockton, CA05.2012
Skills
- Property and Casualty Insurance
- Customer Engagement
- Microsoft Office
- Scheduling and calendar management
- File Organization
- Data Entry
- Office Administration
Licenses
Property and Casualty License
Timeline
Personal Lines Account Manager
Beach & O'Neill Insurance Associates
03.2023 - 02.2024
Personal/Commercial Lines Account Manager
Confidence Plus Insurance Services
09.2018 - 03.2023
Logistics Coordinator
American Red Cross
02.2017 - 02.2018
Dispatcher
MV Transportation
03.2015 - 02.2017
High School Diploma -
Stagg Senior High School
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