Kayla Phillips Email and Phone Number
Experienced New Business Case Manager with a demonstrated history of working in the insurance industry. Skilled in Specialized Programs, Annuity Suitability, HR Incentive Programs, Insurance, Tax Credits, Pharmacy, Business Development, Retail, and Sales Management. Strong community and social services professional with a Bachelor’s Degree focused in Business Management from Sam Houston State University.
Highland Capital Brokerage
View- Website:
- highlandbrokerage.com
- Employees:
- 372
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Annuity Team LeadHighland Capital BrokerageHouston, Tx, Us -
Manager Of Annuity New BusinessHighland Capital Brokerage Nov 2021 - PresentBirmingham, Al , Us -
Senior Annuity Case ManagerSimplicity Group Holdings Mar 2019 - Nov 2021Summit, New Jersey, UsI serviced annuity insurance producers in managing their business loads. From reviewing their new annuity applications, to following up on the status of their pending cases, I assisted these producers in maintaining their business. I also have experience in a prior position at this company with business development. I maintained a book of business and recruited new insurance agents to use our marketing tools and programs in order to expand their practice. -
Client Relationship ManagerHiretech Jan 2018 - Mar 2019I managed mid-tier client accounts that utilize the WAGEverify program, which verifies current and former employees wages and employment status. I assisted in confirming that all of the data is securely and accurately portrayed, so employees are able to successfully obtain a mortgage, lease, government assistance or any other reason for needing employment or wage verification. I also helped the employees and verifiers create their accounts, so that they are able to use the service correctly.
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Annuity Case ManagerSimplicity Group Holdings Jun 2013 - Jan 2018Summit, New Jersey, UsI serviced Insurance producers in managing their business loads. From reviewing their new annuity applications, to following up on the status of the case, I assisted these producers in maintaining their business. I also have experience in a prior position at this company with business development. I maintained a book of business and recruited new insurance agents to use our marketing tools and programs in order to expand their practice. -
Banquet ServerThe Woodlands Golf Club, Bar And Banquet Facility Nov 2011 - Jun 2013Fine dining experience and selling members wines from all over the world -
Pharmacy TechnicianTarget May 2011 - Nov 2011Minneapolis, Mn, UsFilled prescriptions and verified insurance plans with insurance providers
Kayla Phillips Education Details
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Sam Houston State UniversityGeneral -
Lone Star CollegeGeneral
Frequently Asked Questions about Kayla Phillips
What company does Kayla Phillips work for?
Kayla Phillips works for Highland Capital Brokerage
What is Kayla Phillips's role at the current company?
Kayla Phillips's current role is Annuity Team Lead.
What schools did Kayla Phillips attend?
Kayla Phillips attended Sam Houston State University, Lone Star College.
Who are Kayla Phillips's colleagues?
Kayla Phillips's colleagues are Barbara Middlebrooks, Joe Roberts, Steve Brock, Rus Hauswirth, Lynn Fleming, Nicolas Mauro, Corey Long.
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