Kayla Phillips

Kayla Phillips Email and Phone Number

Annuity Team Lead @ Highland Capital Brokerage
Houston, TX, US
Kayla Phillips's Location
Greater Houston, United States, United States
About Kayla Phillips

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.

Kayla Phillips's Current Company Details
Highland Capital Brokerage

Highland Capital Brokerage

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Annuity Team Lead
Houston, TX, US
Employees:
372
Kayla Phillips Work Experience Details
  • Highland Capital Brokerage
    Annuity Team Lead
    Highland Capital Brokerage
    Houston, Tx, Us
  • Highland Capital Brokerage
    Manager Of Annuity New Business
    Highland Capital Brokerage Nov 2021 - Present
    Birmingham, Al , Us
  • Simplicity Group Holdings
    Senior Annuity Case Manager
    Simplicity Group Holdings Mar 2019 - Nov 2021
    Summit, New Jersey, Us
    I 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.
  • Hiretech
    Client Relationship Manager
    Hiretech Jan 2018 - Mar 2019
    I 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.
  • Simplicity Group Holdings
    Annuity Case Manager
    Simplicity Group Holdings Jun 2013 - Jan 2018
    Summit, New Jersey, Us
    I 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.
  • The Woodlands Golf Club, Bar And Banquet Facility
    Banquet Server
    The Woodlands Golf Club, Bar And Banquet Facility Nov 2011 - Jun 2013
    Fine dining experience and selling members wines from all over the world
  • Target
    Pharmacy Technician
    Target May 2011 - Nov 2011
    Minneapolis, Mn, Us
    Filled prescriptions and verified insurance plans with insurance providers

Kayla Phillips Education Details

  • Sam Houston State University
    Sam Houston State University
    General
  • Lone Star College
    Lone Star College
    General

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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