Summary
Overview
Work History
Education
Skills
Timeline
Generic

Nakia Ewing

Des Moines

Summary

Over 10 years of customer service experience, including 1+ year in management and 2+ years in the financial service industry. Expertise in the financial sector with a deep understanding of market trends and investment strategies. Demonstrated success in facilitating transactions and developing effective investment plans. Recognized for creating collaborative environments and navigating dynamic market conditions effortlessly. Proficient in client relations and financial analysis to deliver optimal results.

Overview

11
11
years of professional experience

Work History

Medicare Broker

SelectQuote
06.2024 - Current
  • Educate customers about Medicare insurance
  • Provide customer service and needs analysis
  • Sales representative
  • Utilize multiple internal systems
  • Learn different products to be able to provide information for customers
  • Maintain compliance

Operations Manager/Client Success

Innovation Refunds
08.2023 - 09.2024
  • Company Overview: (Fintech Company)
  • Provide leadership and guidance to a team of 16-20
  • Motivate and push team members to grow in the direction of the company’s needs
  • Help my team meet their monthly goals
  • Utilize AWS and Microsoft products
  • Help my team understand and maintain compliance and KYC
  • Understand the company’s needs, growth, and direction
  • (Fintech Company)
  • Company Shutdown

Medicare Broker

Assurance IQ
03.2023 - 05.2024
  • Company Overview: (1099 Agent)
  • Educate customers about Medicare insurance
  • Provide customer service and needs analysis
  • Sales representative
  • Utilize multiple internal systems
  • Learn different products to be able to provide information for customers
  • Maintain compliance
  • (1099 Agent)
  • Company Shutdown

Medicare Broker

SelectQuote
08.2019 - 02.2023
  • Educate customers about Medicare insurance
  • Provide customer service and needs analysis
  • Sales representative
  • Utilize multiple internal systems
  • Learn different products to be able to provide information for customers
  • Maintain compliance

Insurance Agent

New York Life
08.2018 - 07.2019
  • Generate life insurance business/Sales representative
  • Educate customers about life insurance and annuities
  • Learn different products to be able to provide information for customers
  • Provide customer service
  • Analyze customer information and budgets to be able to find a product that fit their needs
  • Maintain compliance

Executive Resolution Specialist-Maintenance/Life Events

Wells Fargo
10.2016 - 12.2018
  • Maintained customer accounts through a pipeline
  • Ability to maintain quality and production standards
  • Analyze customer correspondence and information from customers
  • Utilize multiple internal and external sights to research customer information
  • Ability to pay attention to detail
  • Ability to recognize fraud
  • Maintain compliance on loans
  • Provide customer service

Loan Document Specialist

Wells Fargo
05.2015 - 10.2016
  • Update and maintain mortgage loan accounts
  • Maintain a pipeline of work
  • Receipt and cancel sales loans
  • Analyze correspondence and pay attention to detail and accuracy of the information.
  • Ability to recognize fraud
  • Maintain compliance when updating accounts
  • Provide customer service

Default Prevention Counselor

Iowa Student Loan
04.2014 - 05.2015
  • Ability to multitask and utilize multiple systems
  • Provide customer service
  • Provide workout plans and assistance for student loan payments
  • Maintain government compliance on the student loans
  • Take incoming calls/Make outbound calls
  • Ability to understand Federal and Private Student Loan regulations
  • Collections
  • Take payments over the phone

Education

William Penn University
Des Moines, IA
05.2018

Skills

  • Effective Team Player
  • High Degree of Professionalism
  • Dedicated to Exceptional Quality
  • Willing to go the Extra Mile for the Customer
  • Compliance requirements
  • Negotiation expertise
  • Sales closing
  • Regulatory compliance

Timeline

Medicare Broker

SelectQuote
06.2024 - Current

Operations Manager/Client Success

Innovation Refunds
08.2023 - 09.2024

Medicare Broker

Assurance IQ
03.2023 - 05.2024

Medicare Broker

SelectQuote
08.2019 - 02.2023

Insurance Agent

New York Life
08.2018 - 07.2019

Executive Resolution Specialist-Maintenance/Life Events

Wells Fargo
10.2016 - 12.2018

Loan Document Specialist

Wells Fargo
05.2015 - 10.2016

Default Prevention Counselor

Iowa Student Loan
04.2014 - 05.2015

William Penn University

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