Kelly Mason Email & Phone Number

Colorado Springs, Colorado, United States

• Issued and adjusted Homeowners, Auto, Valuable Personal Property policies utilizing 17 Agent and Producer Licenses.• Acquired and applied expert knowledge of products, services, and processes while proactively reviewing accounts with members to retain and educate them about available products and services.• Reviewed accounts with members in order to secure their financial futures through relationship building; making certain their assists were secured.• Maintained… Show more • Issued and adjusted Homeowners, Auto, Valuable Personal Property policies utilizing 17 Agent and Producer Licenses.• Acquired and applied expert knowledge of products, services, and processes while proactively reviewing accounts with members to retain and educate them about available products and services.• Reviewed accounts with members in order to secure their financial futures through relationship building; making certain their assists were secured.• Maintained financial security of USAA through underwriting risks.• Serviced all aspects of personal lines insurance policies from binding coverage, rewriting, and canceling policies.• Recognized life events and gaps in coverage-directing membership to the correct enterprise to obtain additional products or services.• Provided guidance to less experienced coworkers by teaming up with management and assessing the various needs of each peer by connecting to their calls and identifying and addressing opportunities with clear and concise direction and information.• Achieved 100% Complaint resolution and member retention through identifying areas of communication failure in the department and taking the time to listen to members; understanding what is important to them and connecting our services to meeting their needs while emphasizing their individual value to USAA.• Continuously adhered to regulatory compliance policies and enterprise procedures. Show less

San Jose, Ca

• Increased guest production by more than 100% each month by getting referrals from new members, setting appointments, handling incoming phone inquiries, actively working the appointment book, and giving guess passes.• Personally sold more than 300 check draft memberships in first 12 months by evaluating needs and goals of guests, creating excitement and commitment, explaining the prices and programs, overcoming objections, and comprehensive knowledge of all member agreements.•… Show more • Increased guest production by more than 100% each month by getting referrals from new members, setting appointments, handling incoming phone inquiries, actively working the appointment book, and giving guess passes.• Personally sold more than 300 check draft memberships in first 12 months by evaluating needs and goals of guests, creating excitement and commitment, explaining the prices and programs, overcoming objections, and comprehensive knowledge of all member agreements.• Interviewed, hired, trained and developed staff members.• Responsible for all HR functions including timecard and payroll compliance and accuracy.• Facilitated and scheduled staff meetings.• Responsible for accuracy and reconciliation of daily Gross, Traffic Control, and Projection reports.• Facilitated over 300 Figure Analysis appointments within first 12 months.• Personally trained and coached more than 300 members the accurate use of all Curves exercise equipment with the highest levels of safety standards.• Lead and directed Curves Weight Management classes.• Comprehensive working navigation and utilization of Curves International, Curves Community, and Ideas In Action websites.• Comprehensive knowledge of member transfer-in and transfer out procedures.• Responsible for processing member dues, drafts, cash and credit card payments.• Responsible for budgeting and inventory of all Curves retail products. Show less

Gilroy, Ca

Accounts Receivable. Data Entry. Create, enter, and post check batches. Daily bank deposits. Customer service to all Escrow Officers for losses and overcalls. Daily cash applications.

Professional Course Work

Bachelor Of Science, Actuarial Science

Independent Courses

Independent Courses