Kaitlyn Whitehead Email & Phone Number

United States

Huntsville, Alabama, United States

● Achieved branch targets and goals by identifying customer needs and providingappropriate guidance● Conducted outbound phone calls using generated customer and prospect lead lists toexpand existing customer relationships and acquire new clients● Owned and resolved customer issues● Adhered to applicable laws and regulations in accordance with bank policies and procedures

Huntsville, Alabama, United States

● Consulted with clients and prospective clients to assess insurance needs, budget, and financial planning financial planning goals● Provided rate quotes and coverage recommendations● Assisted with completion of application and other necessary paperwork● Followed up with clients on a periodic basis to assess financial, family, and other changes that may warrant modification of coverage

Jackson, Mississippi

● Entered and processed invoices with accuracy and efficiency ● Ensured invoices were billed and paid in line with established Contracts ● Ensured proper regulations were followed for invoices with Contracts in negotiations ● Provided updates to vendors and departments concerning invoice payment, accuracy, and contract status