Kali Pedrick
Des Moines,IA
Summary
Dynamic professional with a proven track record in customer service, time management, and trend analysis within the insurance sector. Extensive experience in specialized roles provides valuable insights and practical expertise, enhancing operational efficiency. Exceptional verbal and written communication skills foster strong relationships and consistently exceed performance goals. Recognized for promoting team collaboration, adaptability, and effective problem-solving abilities, prepared to leverage these strengths to drive success in a new opportunity.
Overview
12
12
years of professional experience
Work History
Agency Maintenance Senior Specialist
EquiTrust Life Insurance Company
West Des Moines, IA
11.2023 - Current
- Coordinate and process agent and marketing organization appointments, transfers, commission level changes, and terminations.
- Act as a primary contact for agents, independent marketing organizations, and business partners.
- Provide technical expertise and handle escalated inquiries that are complex and time-sensitive.
- Perform quality analysis to ensure compliance with regulations and internal policies.
- Streamlined data entry processes for enhanced accuracy in client records management systems.
- Supported data analysis efforts by carefully organizing collected information into spreadsheets for easy access by management for system enhancements.
- Developed and delivered training programs enhancing employee skills and knowledge.
Agency Representative
Athene USA
Des Moines, IA
10.2022 - 11.2023
- Processes contracting applications by reviewing contract forms to ensure they are complete and in compliance with State Insurance Departments, and to determine the compensation structure requested.
- Completes a confidential background check by ordering and reviewing the appropriate financial documents (credit reports, criminal reports, vector reports, and NAIC state producer database reports) as required by Athene and the respective State Insurance departments.
- Validates producer contracts by processing moderate to complex contract changes, reinstatements, transfers, and terminations.
- Summarizes producer contracting and appointments in a date sensitive manner to ensure compliance in the acceptance and processing of new business submitted by a producer.
- Updates databases and records to retain application submissions and supporting documentation.
- Processes correspondence and paperwork related to Contracting accounts.
Quality Monitoring Representative
Athene USA
West Des Moines, Iowa
08.2021 - 10.2022
- Provided clear and constructive feedback to individual employees to improve quality standards.
- Identified trends, training needs, and learning opportunities to better improve the handling of business within the department.
- Recommended, implemented and monitored preventive and corrective actions to achieve quality assurance standards.
- Verified data accuracy by consistently reconciling work with documentation.
- Monitored compliance with regulatory requirements to ensure operational integrity and risk management.
New Business Representative
Athene USA
West Des Moines, IA
09.2020 - 08.2021
- Followed established operational procedures for processing new annuity applications or annuity rollovers.
- Determined how funding should be set up and issued policies in the appropriate administration systems.
- Evaluated incoming documents for validity and completeness.
- Provided prompt, courteous and accurate customer service related to: funding, suitability, regulatory issues, policy issuance, policy requirements, illustrations, and customer correspondence.
- Followed up on outstanding information and requesting return of outstanding requirements.
- Compared data entered to source documentation for accuracy and completeness.
Production Line Assembler
Bunn-O-Matic Corporation
Creston, Iowa
07.2017 - 09.2020
- Planned and paced work efficiently in order to meet daily, weekly, project or production goals.
- Achieved production goals, effectively interpreting process documents, diagrams and written instructions to complete tasks.
- Boosted team efficiency by learning all roles and rotating through positions.
- Maintained product quality with visual inspections and physical testing.
Universal Worker/Nursing Assistant
Vintage Park Apartments
Lenox, IA
08.2016 - 02.2017
- Monitored, tracked and conveyed important patient information to healthcare staff to help optimize treatment planning and care delivery.
- Assisted patients with mobility needs, including moving to and from beds, organizing wheelchairs and preparing assistive devices.
- Kept accurate records and handled confidential information with discretion.
- Documented information in medical charts detailing care, medication requirements and vital sign updates.
Cashier/Stocker
Ramsey's Market
Creston, Iowa
06.2014 - 01.2016
- Maximized customer satisfaction by assisting customers complete purchases, locate items and sign up for rewards programs.
- Received product orders, unloaded merchandise and arranged store stock into appealing displays.
- Balanced drawers at start and end of shifts to validate daily records and uphold accounting accuracy.
- Stocked store shelves and end-caps with merchandise.
Education
High School Diploma -
Lenox High School
Lenox, IAundefined
Southwestern Community College
Creston, IA01-2015
Skills
- Detail Oriented
- Information Analytical
- Ability to perform repetitive tasks with a high degree of accuracy
- Organizationed and time-manageable
- Effective problem solving and documentation skills
- Ability to multitask
- Issue research
- Team Player
- Communicative and articulate
- Documentation management
- Proficiency in social media
Timeline
Agency Maintenance Senior Specialist
EquiTrust Life Insurance Company
11.2023 - Current
Agency Representative
Athene USA
10.2022 - 11.2023
Quality Monitoring Representative
Athene USA
08.2021 - 10.2022
New Business Representative
Athene USA
09.2020 - 08.2021
Production Line Assembler
Bunn-O-Matic Corporation
07.2017 - 09.2020
Universal Worker/Nursing Assistant
Vintage Park Apartments
08.2016 - 02.2017
Cashier/Stocker
Ramsey's Market
06.2014 - 01.2016
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Southwestern Community College
High School Diploma -
Lenox High School