KAITLYNN HARRIS

• Analyze client financial profiles to identify coverage gaps and recommend customized life and health insurance solutions.
• Conduct fact-finding interviews and needs assessments to ensure accurate policy placement for numerous customers.
• Maintain compliance with Maryland insurance regulations and company underwriting guidelines.
• Partner with underwriting and claims departments to ensure smooth policy issuance and client service.
• Build and maintain long-term client relationships through proactive reviews and follow-up support.
• Explained advantages, features, and disadvantages of various policies to promote sale of plans, boosting overall sales.

Safely transport over 100 students while adhering to county, state, and federal transportation regulations.

• Perform and document daily safety inspections and incident reports.
• Communicate effectively with parents, school staff, and dispatch regarding schedules and student needs.
• Maintain accurate route records, attendance logs, and compliance documentation.

Served as the primary point of contact for over 500 monthly inbound customer inquiries, service requests, and billing issues.

• Scheduled and optimized daily technician routes to improve productivity and reduce service delays.
• Resolved escalated billing disputes and service complaints while maintaining high customer satisfaction.
• Processed payments, refunds, and account adjustments in compliance with company policy.
• Trained and onboarded new representatives on CRM systems, scheduling platforms, and call handling standards.
• Resolved customer inquiries and complaints efficiently, enhancing overall satisfaction levels.
• Provided product knowledge to customers, ensuring informed decision-making during service interactions.
• Maintained detailed records of customer interactions, ensuring proper follow-up and resolution of issues.

• Managed high-volume fuel delivery accounts, verified billing accuracy, and posted daily transactions.
• Coordinated with dispatch to ensure on-time service and proactive customer communication, processed account adjustments, deposits, and invoice reconciliations.
• Provided technical product support for heating equipment and fuel services.
• Resolved customer inquiries and complaints efficiently, enhancing overall satisfaction levels.
• Provided product knowledge to customers, ensuring informed decision-making during service interactions.
• Collaborated with pest control teams to schedule appointments and streamline service delivery processes.
• Implemented feedback mechanisms that improved response times and service quality within the department.
• Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.

• Assisted customers with new accounts, consumer banking products, and digital banking platforms.
• Processed teller transactions with 100% cash drawer accuracy and audit compliance.
• Supported loan referrals and financial service consultations.
• Delivered personalized financial guidance while adhering to regulatory requirements.

• Provided animal grooming services, managed client appointments, and supported daily operations.
• Assisted with staff training and customer service operations.
• Educated pet owners on proper grooming techniques and care practices.
• Implemented sanitation procedures to maintain a clean and safe environment for pets.
• Managed inventory, ordered new supplies and maintained optimal storage to meet expected needs.

• Managed patient scheduling, insurance verification, and front-office administration.
• Maintained patient records and supported billing inquiries.
• Provided exceptional customer service, addressing patient inquiries and concerns promptly.
• Implemented office organization strategies that improved workflow and reduced wait times for patients.
• Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.