Summary
Overview
Education
Skills
Work History
Timeline
Koalana Lyons

Koalana Lyons

Pensacola,FL

Summary

Dynamic licensed insurance agent with a proven track record at Teleperformance USA, excelling in client relationship management and insurance sales.

Skilled in policy writing and regulatory compliance, I consistently enhance client retention through effective negotiation and personalized service, ensuring optimal coverage solutions tailored to client needs.

Overview

2022
2022
years of professional experience

Education

Bachelor Of Arts And Science - Business Administration/Healthcare

Strayer University, Mobile Alabama

Currently enrolled

Strayer's honors

  • Honoree of Strayer's Honors
  • Dean's List Summer,Winter,Spring and Fall 2024-25

Skills

  • Insurance sales expertise
  • Insurance product expertise
  • Client relationship management
  • Client account management
  • Client retention
  • Client service
  • Professional networking
  • Regulatory compliance
  • Claims handling proficiency
  • Negotiation techniques
  • Team training and development
  • Customer service
  • Customer follow-up
  • Licensed insurance agent
  • Auto insurance
  • Policy renewals
  • Client needs analysis
  • Operations management
  • Policy writing
  • Health insurance
  • Negotiation

Work History

Licensed Insurance Agent

Teleperformance USA
  • Leveraged knowledge of company insurance products and services to advise customers on appropriate choices.
  • Improved client satisfaction by providing tailored insurance solutions and exceptional customer service.
  • Established trust with clients through transparent communication regarding policy costs, coverages, exclusions, limitations, endorsements or riders available upon request.
  • Attended continuing education courses and workshops to gain additional insurance industry knowledge.
  • Generated new business opportunities via targeted marketing campaigns, resulting in increased lead generation and conversion rates.
  • Maintained high standards of customer service by building relationships with clients.
  • Built relationships with clients using active listening and issue resolution to provide excellent service.
  • Negotiated with insurance underwriters to obtain better coverage and improved rates for clients.
  • Responded to customer calls swiftly to resolve issues and answer questions.

Delinquency Control Conselor

Navy Federal Credit Union
03.2018 - 08.2021
  • Increased efficiency in case management through diligent tracking and reporting of client progress.
  • Managed a diverse portfolio of clients, successfully guiding them toward sustainable debt repayment solutions.
  • Strengthened team performance by sharing best practices and providing constructive feedback on case management techniques.
  • Implemented targeted outreach strategies to engage at-risk clients before they reached critical levels of delinquency.
  • Developed strong relationships with clients, fostering trust and open communication throughout the counseling process.
  • Resolved escalated cases effectively, working closely with legal departments and collection agencies as needed.
  • Collected on delinquent accounts to reduce overdue balances.
  • Worked in call center environment handling manual and automatically dialed outbound calls.
  • Negotiated payment plans with customers to prevent accounts from entering collections.

Timeline

Delinquency Control Conselor - Navy Federal Credit Union
03.2018 - 08.2021
Licensed Insurance Agent - Teleperformance USA
Strayer University - Bachelor Of Arts And Science, Business Administration/Healthcare

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Koalana Lyons