Taylor Coughlin
Agency Outreach Coordinator at Kensington Financial Associates- Claim this Profile
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Bio
Experience
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Kensington Financial Associates
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United States
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Financial Services
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1 - 100 Employee
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Agency Outreach Coordinator
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May 2018 - Present
Taylor utilizes connections made through social media, established organizations, and known individuals in the life insurance field to expand Kensington's business as well as its platform to better serve clients as well as agents wishing to build upon their vested policies. While searching for information provided by carriers and agencies, he seeks to improve the platform's availability to all whom are open to an improved financial posture. Taylor utilizes connections made through social media, established organizations, and known individuals in the life insurance field to expand Kensington's business as well as its platform to better serve clients as well as agents wishing to build upon their vested policies. While searching for information provided by carriers and agencies, he seeks to improve the platform's availability to all whom are open to an improved financial posture.
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ARI Financial Group
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United States
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Insurance
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1 - 100 Employee
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Data Analyst
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Feb 2018 - Present
Taylor is currently optimizing, managing, and refining business dashboard Proformex while performing data conversions from financial planning documents and layered spreadsheets to the dashboard. He is also overseeing the entry of data and reviewing previously entered data for errors/inconsistencies. Taylor is currently optimizing, managing, and refining business dashboard Proformex while performing data conversions from financial planning documents and layered spreadsheets to the dashboard. He is also overseeing the entry of data and reviewing previously entered data for errors/inconsistencies.
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Bank of America
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United States
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Banking
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700 & Above Employee
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Research and Adjustment Representative II
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Oct 2015 - Feb 2017
• Enrolling military members into applications for Servicemembers Civil Relief Act (SCRA) benefits as well as appropriate State benefits. • Utilizing several bank systems to maximize information handling and dispersal of Federal and State benefits while governing application processes. • Frequently interfacing with customers over communication channels (email, phone, etc.) to manage questions, claims, and complaints regarding services provided by department and bank.
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Operations Representative
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Sep 2013 - Oct 2015
• Processed transactions within company's internal operations to support domestic and international consumer, commercial and wholesale bank businesses or services functions. Considered an expert on subject matter pertaining to all functions. • Reviewed and processed transactions for item processing, sorting using electronic equipment, reconciling, statement rendering, MICR/image, float, remittance, ATM deposit, and performing other support operations functions. • Maintained internal… Show more • Processed transactions within company's internal operations to support domestic and international consumer, commercial and wholesale bank businesses or services functions. Considered an expert on subject matter pertaining to all functions. • Reviewed and processed transactions for item processing, sorting using electronic equipment, reconciling, statement rendering, MICR/image, float, remittance, ATM deposit, and performing other support operations functions. • Maintained internal operational and financial controls and ensured they met bank standards. Ensured quality of service as well as effective and efficient operations support for the assigned area's internal business partners and/or external customers/clients.
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Aviation Maintenance Administrator
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Aug 2005 - Jul 2009
• Managed nine different workshops within the Aviation Maintenance Department on-board the United States Ship NASSAU along with three subordinates in IM01 division. • Scheduled numerous maintenance assignments for close to sixty specialists. Input, updated, and adopted new procedures for the support of equipment through digital programs used by the United States Navy. • Maintained both material and digital records pertaining to equipment held aboard USS NASSAU. Exposed to usage of word… Show more • Managed nine different workshops within the Aviation Maintenance Department on-board the United States Ship NASSAU along with three subordinates in IM01 division. • Scheduled numerous maintenance assignments for close to sixty specialists. Input, updated, and adopted new procedures for the support of equipment through digital programs used by the United States Navy. • Maintained both material and digital records pertaining to equipment held aboard USS NASSAU. Exposed to usage of word documents, spreadsheets, and bookkeeping software; used knowledge of such programs to provide an easier work flow and the prioritization of information of work orders. Show less • Managed nine different workshops within the Aviation Maintenance Department on-board the United States Ship NASSAU along with three subordinates in IM01 division. • Scheduled numerous maintenance assignments for close to sixty specialists. Input, updated, and adopted new procedures for the support of equipment through digital programs used by the United States Navy. • Maintained both material and digital records pertaining to equipment held aboard USS NASSAU. Exposed to usage of word… Show more • Managed nine different workshops within the Aviation Maintenance Department on-board the United States Ship NASSAU along with three subordinates in IM01 division. • Scheduled numerous maintenance assignments for close to sixty specialists. Input, updated, and adopted new procedures for the support of equipment through digital programs used by the United States Navy. • Maintained both material and digital records pertaining to equipment held aboard USS NASSAU. Exposed to usage of word documents, spreadsheets, and bookkeeping software; used knowledge of such programs to provide an easier work flow and the prioritization of information of work orders. Show less
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Education
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Miami Dade College
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University of North Florida
Information Science/Studies -
Florida State College at Jacksonville
Information Technology