Kayla Gillam
Lebanon
Summary
Dynamic professional with 10 years of experience in the insurance industry. Skilled in cross-selling, problem-solving, and preparing comprehensive policy proposals. Dedicated to building strong client relationships and exceeding sales goals through exceptional customer education.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Licensed Insurance Producer
Springs Insurance: Allstate
Colorado Springs
11.2025 - 01.2026
- Provided inside sales and customer service for a leading Allstate direct agency.
- Processed insurance applications and maintained precise client records to ensure compliance and facilitate efficient service.
- Educated clients on policy details, terms, and conditions for better understanding.
- Prepared and presented tailored policy proposals and quotes to align with client needs and enhance understanding.
- Built and maintained strong relationships with clients through regular follow-ups and excellent customer service.
- Upsold relevant products to existing policyholders and potential clients, increasing overall policy coverage and client satisfaction.
Licensed Insurance Producer
James Foster Agency
Colorado Springs
05.2024 - 10.2025
- Generated leads through cold calling, networking, referrals, and other marketing initiatives.
- Developed strong client relationships through regular follow-ups and personalized service.
- Identified cross-selling opportunities, enhancing coverage for existing customers.
- Exceeded company sales goals for new policies by leveraging effective sales strategies.
- Performed administrative tasks such as updating databases, filing paperwork.
- Prepared and delivered tailored policy proposals and quotes, addressing specific client needs.
- Utilized CRM software to track leads, customer interactions, and sales progress efficiently.
- Conducted comprehensive needs analysis to offer appropriate insurance products, including life, health, and property insurance.
Licensed Insurance Producer
Jean Van Der Meulen Agency
Colorado Springs
08.2020 - 05.2024
- Consulted clients to pinpoint insurance needs and recommend tailored coverage options.
- Conducted follow-up calls to ensure client satisfaction with insurance products offered.
- Developed strong relationships with clients to foster trust and ongoing business opportunities.
- Upsold products to policyholders and potential new clients.
- Educated customers on various insurance policies and their specific benefits.
- Ensured accuracy of all paperwork related to the sale of insurance policies.
- Rewrote and reinstated insurance policies, following underwriting and business rules.
- Guided customers in selecting optimal life insurance coverage based on individual needs.
Member Solutions Specialist
USAA
Colorado Springs
12.2016 - 01.2020
- Recorded member interactions in CRM system to enhance service quality.
- Coordinated with internal teams to deliver tailored solutions that meet client needs.
- Processed payments while adhering to data security protocols to protect member information.
- Reviewed insurance applications for accuracy and compliance with regulations.
- Closed sales on new policies by presenting insurance options to customers accurately and efficiently.
Customer Retention Specialist
Comcast
Colorado Springs
11.2014 - 11.2016
- Persuaded customers to retain services through targeted discounts and special promotions, enhancing customer loyalty.
- Negotiated with customers to achieve mutually beneficial resolutions, strengthening customer relationships.
- Delivered exceptional customer service by patiently listening to customer concerns or complaints.
- Tracked customer interactions and outcomes using CRM tools to inform retention strategies and improve service delivery.
- Used computers and job-related software to complete contract forms, prepare change of address records or issue service discontinuance orders.
Education
High School Diploma -
Dixon High School
Dixon, CA06-2008
Some College (No Degree) - Veterinary Science
Pikes Peak Community College
Colorado Springs, COSome College (No Degree) - Veterinary Science
Solano Community College
Fairfield, CASkills
- Insurance policy management
- Policy Knowledge
- Risk evaluation
- Needs assessment
- Client management
- Proposal preparation
- CRM software utilization
- Lead prospecting
- Client retention
- Cross-selling
- Market analysis
- Customer training
- Effective communication
- Problem solving
- Relationship building
- Rapport building
Certification
Personal Lines
Property & Casualty
Life & Health
Property & Casualty
Life & Health
Timeline
Licensed Insurance Producer
Springs Insurance: Allstate
11.2025 - 01.2026
Licensed Insurance Producer
James Foster Agency
05.2024 - 10.2025
Licensed Insurance Producer
Jean Van Der Meulen Agency
08.2020 - 05.2024
Member Solutions Specialist
USAA
12.2016 - 01.2020
Customer Retention Specialist
Comcast
11.2014 - 11.2016
High School Diploma -
Dixon High School
Some College (No Degree) - Veterinary Science
Pikes Peak Community College
Some College (No Degree) - Veterinary Science
Solano Community College