Kunal Tailor Email & Phone Number

Dallas, Texas, United States

• Report to CVP, Client Onboarding; promoted to oversee and lead a team of 10+ customer service representatives. This team handles inbound and outbound calls, conducting life insurance underwriting interviews with clients.• Key responsibilities encompass ensuring high levels of customer and agent satisfaction, leading staff development initiatives, meeting service level and quality assurance targets, enhancing productivity, and effectively managing the inventory of new business applications.• Coordinated talent management, including recruitment, onboarding, and performance management, as well as managing strategic project management initiatives, considerably improving departmental efficiency and success.

• Promoted to lead comprehensive analysis and forecasting of workforce needs, optimizing staffing levels in alignment with organizational goals.• Developed and maintained capacity planning models to identify resource gaps and surpluses, implementing proactive strategies to address potential workforce imbalances and mitigate risks.• Extracted, analyzed, and interpreted workforce data to provide actionable insights, creating regular reports and dashboards for key stakeholders.

Dallas, Texas, United States

• Fostered high-quality customer relationships, managing various financial activities including fund transfers, premium changes, withdrawals, and automated investments.• Specialized in administrative services for financial products, including annuities, life insurance, and loans. Provided comprehensive information on Product Service Center Products, covering specifications, performances, tax details, balances, and transactions.• Ensured regulatory compliance with FINRA, SEC, IRS, and state insurance agencies. Maintained strict adherence to guidelines while delivering services in a dynamic regulatory environment.

• Gained experience making quick and effective decisions in high-stakes and time-sensitive situations.• Collaborated with a diverse team of professionals to ensure the safe and efficient movement of air traffic.• Honed attention to detail in monitoring and tracking multiple aircraft movements simultaneously.• Exhibited adaptability in swiftly learning and applying complex procedures and regulations.

Graduate Certificate Hrm, Human Resources Management/Personnel Administration, General

Bachelor’S Degree, Aeronautics/Aviation/Aerospace Science And Technology, General