LATONYA MC KINSTRY
Las Vegas,NV
Summary
Goal-oriented insurance broker with a track record of building strong client relationships and achieving high retention rates. Proficient in tailoring insurance solutions to meet individual needs while ensuring compliance with industry regulations.
Overview
34
34
years of professional experience
Work History
Insurance Broker
NuLogic
01.2026 - 04.2026
- Assisted clients in selecting appropriate insurance policies based on individual needs.
- Educated customers on policy terms, coverage options, and claims processes.
- Conducted regular policy reviews to ensure clients maintained adequate coverage.
- Developed strong relationships with clients through effective communication and support.
- Resolved client inquiries and complaints efficiently to enhance customer satisfaction.
- Utilized CRM software to track client interactions and manage follow-ups effectively.
- Participated in training sessions to stay updated on industry regulations and trends.
- Prepared documents such as applications, endorsements, renewals, cancellations, or other forms required by law or company procedures.
- Provided customers with information regarding plan features, pricing, and availability.
- Maintained accurate records of all insurance transactions using computer software systems.
- Assessed customer risk levels and recommended appropriate coverage options.
- Conducted meetings or phone calls with potential clients to present insurance policies and answer questions.
- Explained complex technical terms related to insurance plans in simple language for easy understanding.
- Participated in continuing education courses to stay current on industry trends and changes in regulations.
- Developed and implemented comprehensive insurance plans for clients according to their individual needs.
- Explained coverage options to potential policyholders, answering questions or concerns.
- Developed appropriate quotes based on risk information.
- Monitored clients' insurance coverages to ensure changing needs were met.
- Achieved repeat business and referrals through personalized services.
- Remained current on latest industry trends by gaining comprehensive knowledge of financial and insurance products, services, and best practices.
Ins Broker
Easy Med
Clearwater, Florida
12.2020 - 01.2026
- Consulted with clients to enroll them in plans tailored to their needs.
- Followed up with clients to ensure plans met their needs, contributing to high retention rates.
- Make sure all medications are covered, all doctors are in-network with said plan.
- Follow all CMS guidelines during enrollment.
- Maintained current knowledge of healthcare policies and regulations to provide informed guidance.
- Analyzed insurance policies to ensure compliance with regulations.
- Educated clients on coverage options and benefits available.
- Resolved client inquiries promptly and professionally.
- Responded promptly to customer inquiries regarding account activity or transactions.
- Assisted clients in selecting appropriate insurance policies based on individual needs.
- Conducted regular policy reviews to ensure clients maintained adequate coverage.
- Developed strong relationships with clients through effective communication and support.
- Resolved client inquiries and complaints efficiently to enhance customer satisfaction.
- Utilized CRM software to track client interactions and manage follow-ups effectively.
- Participated in training sessions to stay updated on industry regulations and trends.
- Educated customers on the importance of maintaining adequate insurance coverage.
- Maintained accurate records of all insurance transactions using computer software systems.
- Assessed customer risk levels and recommended appropriate coverage options.
- Conducted meetings or phone calls with potential clients to present insurance policies and answer questions.
- Engaged customers and provided high level of service by carefully explaining details about documents.
- Ensured compliance with applicable laws, regulations, and company policies while selling insurance products.
- Participated in continuing education courses to stay current on industry trends and changes in regulations.
- Developed and implemented comprehensive insurance plans for clients according to their individual needs.
- Monitored clients' insurance coverages to ensure changing needs were met.
- Achieved repeat business and referrals through personalized services.
Licensed Insurance Broker
Ttech
04.2020 - 12.2020
- Advised clients on optimal plans based on individual needs, enhancing their satisfaction and compliance.
- Ensured comprehensive medication coverage and network alignment with selected plans, facilitating seamless client experience.
- Adhered to CMS guidelines during client enrollment processes.
- Conducted follow-ups with clients to verify plan effectiveness, contributing to higher retention rates and monthly bonuses.
Deposit Clerk / Room Res
Excalibur
05.2010 - 10.2020
- Built and processed guest reservations and credit card payments, providing exceptional customer service over the phone.
- Processed customer deposit transactions accurately and efficiently.
- Verified account information and resolved discrepancies promptly.
- Maintained detailed records of all deposit activities daily.
Office Customer Service Manager
Ace Cash Express
03.1992 - 04.2004
- Recruited, trained, and supervised 25+ customer service reps and cashiers, ensuring high standards of service delivery.
- Manage front-end operations to ensure friendly and efficient transactions at checkout.
- Fostered an environment promoting exceptional guest service, motivating employees to achieve their best performance.
- Elevated store's customer satisfaction index from 86% to 92% within 3 Months of hire date.
- Managed anti-money laundering compliance, oversaw cash inventory from Federal Reserve, conducted audits of office cash and teller drawers, and facilitated ATM loading and balancing to ensure operational integrity.
- Served on special Team task with turning around underperforming stores.
- Review P&L's to manage monthly and quarterly profits.
Education
High School Diploma -
Roosevelt
Gary, IN06-1988
Some College (No Degree) - Accounting And Finance
College of Southern Nevada
Las Vegas, NVSkills
- Insurance Regulation Knowledge
- Knowledge of Medicare
- CMS compliance
- Policy analysis
- Client enrollment
- Client Account Management
- Referral pipeline maintenance
- Prospecting new clients
- Medical network verification
- Customer retention
- Proactive problem solving
- Attention to detail
- Teambuilding & Training
- Cost Reduction Strategies
- Insurance Agent NPN# 19627287
- Client assessment
- Coverage recommendations
- Compliance management
- Relationship building
- Time management
- CRM software
- Client needs analysis
- Customer referrals
Timeline
Insurance Broker
NuLogic
01.2026 - 04.2026
Ins Broker
Easy Med
12.2020 - 01.2026
Licensed Insurance Broker
Ttech
04.2020 - 12.2020
Deposit Clerk / Room Res
Excalibur
05.2010 - 10.2020
Office Customer Service Manager
Ace Cash Express
03.1992 - 04.2004
High School Diploma -
Roosevelt
Some College (No Degree) - Accounting And Finance
College of Southern Nevada