NIKIYA HARRIS
Conroe,Tx
Summary
Goal-oriented and adept in identification and implementation of process improvements. Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach.
Overview
9
9
years of professional experience
Work History
FINANCIAL ADVISOR
Corebridge Financial
08.2023 - Current
- Assist and educate participants regarding current investment, insurance, and retirement planning strategies.
- Consistently identify financial planning opportunities.
- Collaborate and work successfully within a team environment.
- Build strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Ensure compliance with industry regulations and company policies while serving clients'' best interests.
Licensed Insurance Agent
TTEC
11.2022 - 10.2023
- Improved client satisfaction by providing tailored insurance solutions and exceptional customer service.
- Increased policy sales by conducting thorough needs assessments and presenting suitable coverage options.
- Streamlined the claims process for clients, ensuring prompt resolution and payment of claims.
- Reduced claim disputes by clearly explaining policy provisions to clients at the time of sale and during policy renewals.
CLIENT SPECIALIST
ALIGHT SOLUTIONS
06.2015 - 03.2023
- Delivered requested information regarding benefit coverage, payroll processing, and recruitment to client.
- Participated in and facilitated training with the client and team members.
- Streamlined processes for improved efficiency, implementing new systems for better client management.
- Assisted in projects involving data gathering for analysis
- Enhanced customer satisfaction by addressing and resolving complex issues in a timely manner.
- Implemented and developed processes and procedures as needed.
LOAN OFFICER ASSISTANT
Highlight Technologies LLC
05.2020 - 11.2020
- Assisted with review and processing of loans distributed via the Small Business Administration.
- Assisted underwriters in determining loan eligibility for improved approval rates and client satisfaction.
- Reduced processing time by maintaining an organized system for tracking outstanding documents and followups.
- Improved turnaround times for loan applications through effective prioritization and proactive problem-solving techniques.
Education
BBA - BUSINESS ADMINISTRATION AND MANAGEMENT
OUR LADY OF THE LAKE UNIVERSITY
12.2017
Skills
- Series 7
- Series 66
- Texas General Lines- Life and Health
- Notary
Timeline
FINANCIAL ADVISOR
Corebridge Financial
08.2023 - Current
Licensed Insurance Agent
TTEC
11.2022 - 10.2023
LOAN OFFICER ASSISTANT
Highlight Technologies LLC
05.2020 - 11.2020
CLIENT SPECIALIST
ALIGHT SOLUTIONS
06.2015 - 03.2023
BBA - BUSINESS ADMINISTRATION AND MANAGEMENT
OUR LADY OF THE LAKE UNIVERSITY
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