Shayla Mccray
Charlotte,NC
Summary
Client-focused professional with 7 years of experience in high-volume customer service, sales, and relationship management. Skilled at guiding people through complex decisions, delivering exceptional service, and creating positive client experiences that drive retention. Known for strong communication, problem-solving, and the ability to connect with diverse individuals. Seeking to bring my strengths in customer service, lead conversion, and organization to a Leasing Consultant role.
Overview
6
6
years of professional experience
Work History
Licensed Insurance Broker
SG Benefit Providers
09.2025 - Current
- Delivered clear, friendly explanations of complex information, helping clients confidently choose the best options.
- Managed a high-volume schedule of calls, follow-ups, and client inquiries, staying organized and responsive in a fast-paced environment.
- Built strong relationships through warm, attentive communication, increasing customer satisfaction and improving retention.
- Conducted thorough needs assessments to understand clients’ priorities and match them with the right solutions.
- Demonstrated strong persuasive communication, consistently converting low-intent leads into satisfied clients.
Licensed Insurance Agent
Tranzact
Charlotte, NC
04.2024 - 09.2025
- Demonstrated strong rapport-building skills, making clients feel comfortable and confident.
- Handled daily inbound/outbound communications, quickly responding to inquiries.
- Maintained 100% compliance with documentation standards, identity verification, and regulatory guidelines.
- Provided exceptional post-enrollment support, addressing concerns quickly and maintaining long-term trust.
- Exceeded performance benchmarks while maintaining a client-first approach, balancing sales goals with quality service.
License Insurance Broker
Integriant
Remote
03.2022 - 04.2024
- Used active listening to understand clients’ needs and preferences, enabling me to match them with the best available options.
- Identified pain points early and provided solutions,
- Delivered high-quality service while juggling heavy workloads.
- Stayed organized with detailed notes and documentation, keeping accurate application processing and compliance records.
- Provided calm, empathetic support to frustrated clients.
Licensed Insurance Broker
Q3M- Quantum 3 Media
Charlotte, NC
04.2020 - 03.2022
- Operated as a primary point of contact for a large portfolio of clients, managing ongoing relationships, including follow-ups, renewals, and service support.
- Analyzed client behavior and conversation cues to anticipate concerns & converted hesitant prospects by reframing options and addressing objections.
- Stayed adaptable through constant changes in policies and procedures.
- Adapted quickly to new technical systems.
- Coordinated simultaneous tasks without sacrificing detail
Education
High School Diploma -
Tarheel Challenge Academy
Salemburg, NCAssociate of Arts - Associates of Arts
CPCC
Charlotte, NCSkills
- Customer Service & client relations
- Attention to Detail & Documentation
- Time Management & Multitasking
- Problem Solving & Conflict Resolution
- Compliance & policy adherence
Timeline
Licensed Insurance Broker
SG Benefit Providers
09.2025 - Current
Licensed Insurance Agent
Tranzact
04.2024 - 09.2025
License Insurance Broker
Integriant
03.2022 - 04.2024
Licensed Insurance Broker
Q3M- Quantum 3 Media
04.2020 - 03.2022
High School Diploma -
Tarheel Challenge Academy
Associate of Arts - Associates of Arts
CPCC