Workday
Kysa Shawl
Pensacola Beach,FL
Summary
Dedicated and client-focused professional with over five years of comprehensive experience in health insurance sales, mortgage lending, and financial services. Demonstrated expertise in educating and assisting clients through informative counseling, facilitating seamless transitions in benefits during corporate mergers, and excelling in high-stakes financial environments. Recognized for outstanding client service and deep knowledge of insurance policies, mortgage processing, and financial compliance, consistently achieving significant business growth. Proven ability to manage and execute projects efficiently, ensuring detailed compliance with regulatory standards. Committed to leveraging exceptional communication and relationship-building skills to drive client satisfaction and retention.
Overview
5
5
years of professional experience
2
2
Certificate
Work History
On-Call Field Benefits Counselor (Seasonal)
AON
03.2023 - Current
- Improved employee benefits understanding by conducting informative seminars and one-on-one counseling sessions.
- Educated 35 employees daily about available benefits during orientation sessions, answering questions related to coverage specifics.
- Explained advantages and limitations of different benefit programs and policies.
- Provided subject matter expertise on eligibility, coverage, and other benefits matters.
- Facilitated smooth transitions during mergers and acquisitions by effectively communicating new benefit plans to impacted employees.
- Checked employees' benefits enrollment for accuracy and inputted all data into Workday.
1099 Health Insurance Sales Agent
US Health Advisors, Life And Health Insurance
05.2022 - Current
- Conducted comprehensive client interviews to understand their health insurance needs and financial solutions.
- Educated clients on insurance policies and procedures.
- Provided comprehensive product knowledge and guidance to help clients on product selection.
- Cultivated relationships with clients to identify and meet insurance needs and establish trust and rapport.
- Assisted clients with claims process, ensuring they received their rightful benefits.
- Facilitated the selection process for clients by explaining the pros & cons of different health insurance policies.
- Expanded clientele base through targeted prospecting efforts such as cold calling 60 leads daily, networking events, and referrals from satisfied customers.
- Coordinated enrollment periods for group health insurance plans to ensure timely processing of applications and minimize disruptions in coverage for employees.
Licensed Mortgage Loan Originator
Amerisave Mortgage
10.2019 - 05.2022
- Streamlined each step of loan application, approval, and closing processes, ensuring customer needs were met promptly.
- Conducted thorough interviews with applicants to understand loan requirements and provide suitable offers.
- Clinched regional branch recognition award for closing $51,621,320 in new business.
- Facilitated document preparation for customers and supervised each step of closing process.
- Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
Customer Service Representative
Amerisave Mortgage
04.2019 - 10.2019
- Handled 20 plus customer inquiries daily while suggestions courteously and professionally.
- Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
- Managed constant flow of customer calls with minimal wait times.
- Managed customer telephone calls promptly to avoid on-hold wait times.
- Preserved high customer satisfaction through innovative strategies amid at addressing customer need and resolving issues.
Education
High School Diploma -
West Hall High School
Oakwood, GA05.2016
Skills
- Critical Thinking
- Professional Relationships
- Health Insurance Industry Knowledge
- Exceptional Sales & Negotiation Skills
- Customer Service Excellence
- Detail-oriented with Strong Analytical Skills
- Ability to work independently & Self-motivated
- Excellent Communication & Interpersonal Skills
- Demonstrating Adaptability in Varying Circumstances
- Managing Time Efficiently Displaying Strong Work Ethic
- Developing relationships
- Developing solutions
Software
Apollo
Sales Navigator
Timeline
On-Call Field Benefits Counselor (Seasonal)
AON
03.2023 - Current
1099 Health Insurance Sales Agent
US Health Advisors, Life And Health Insurance
05.2022 - Current
Licensed Mortgage Loan Originator
Amerisave Mortgage
10.2019 - 05.2022
Customer Service Representative
Amerisave Mortgage
04.2019 - 10.2019
High School Diploma -
West Hall High School
Certification
- SAFE License MLO , NMLS#1854934 - 2019-Current
- Life & Health Insurance License, NPN#20468797 - 2022-Current
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