Sign in

Customer Service Insurance Agent

Charlotte, NC
November 29, 2022

Contact this candidate


Yakisha Norris

**** ********** **, ************, ** 28078 704-***-****


Central Piedmont Community College

Charlotte, North Carolina May 2002-December 2002

Basic Law Enforcement Training


Teletech Holdings Charlotte, North Carolina November 2020 - Present Escalations Specialist

Handling customer complaints and resolving issues that can’t be handled at the frontline level

Recommending disciplinary action to be taken against employees who violate workplace policies or procedures

Creating reports on conflict activity and employee performance to share with supervisors Primerica Financial Service Charlotte, North Carolina January 2013 - Current Financial Advisor/ Life Insurance Agent

Assess the financial needs of individuals and help them with decisions on investments (such as stocks and bonds), tax laws, and insurance.

Provide warm and professional customer service while onboarding new clients and maintain existing clients, including booking appointments, inquiry response, insurance eligibility, claim submissions questions concerning billing and insurance policies Fire My Desire Boutique Charlotte, North Carolina February 2006- December 2012 Owner

Directly overseeing, managing and disciplining employees.

Ensuring that shelves were fully stocked

Tracked information about profits and losses and made important decisions about pricing and marketing strategies

HONORS & Certifications

Licensed Life Insurance Agent (January 2013 - Present)

Series 6 investment license (November 2017- Present) PROFESSIONAL AFFILIATIONS

Freedom House Serving Group February 2015 – Present

Contact this candidate