Kerry Kay
Hilliard,Ohio
Summary
Performance-driven, insightful Training Professional with a proven ability to achieve and exceed all business-development and educational standards in high-pressure environments. Skilled at consulting with clients to delineate and analyze their situations and develop strategic solutions to achieve their goals. Relationship-development expertise that complements the ability to aggressively build solid client rapport. Comprehensive knowledge of and experience in leveraging numerous educational and financial instruments in a variety of complex scenarios.
Overview
43
43
years of professional experience
1
1
Certification
Work History
Provider Relations
Ohio Department of Medicaid
2016.05 - 2024.04
- Under general supervision, based on Medicaid policies rules and regulations: reviews & responds to a high volume of problem medical claims received from medical providers which were rejected for Medicaid payment or are unpaid; Utilizes Medicaid Information Technology System (MITS) to retrieve various subsystems (e.g., claims processing & procedures, drug & diagnosis to verify utilization criteria & code validity, recipient to verify consumer eligibility, prior authorization to verify approvals, denials & referrals); interpret Medicaid, waiver, & other medical assistance program policies, billing instructions &/or claim processing procedures to resolve provider inquiries/complaints; explains decisions made to providers; determines whether system override codes should be applied to claim for processing e.g., may apply override codes to clear claim for processing
- Responds to inquiries and/or requests for information regarding the Department of Medicaid's (ODM) Automated Registry Check System (ARCS) from external medical providers and/or current ARCS users
Associate
Fiserv
2013.06 - 2015.12
- Develop a strong rapport with banks, credit unions and their clients to resolve account fraud. - Effective communication (written & verbal) of fraud regulations and process with account holders. - Issue credits - create and resolve cases using the VISA/Master Card Systems
- Increased customer satisfaction by resolving complex issues and providing exceptional service at all times.
GSPS Client Representative
Morgan Stanley
2012.07 - 2013.01
- Assist clients placing trades within their Employee Stock Purchase Plans, Restricted Stock Plans and Stock Option Accounts. - Resolve escalated issues and educate clients in regards to their Employee Stock Plans. - Assist and educate clients about the benefits of utilizing the online access which provides tools and vital information to manage their accounts.
Farmers Insurance Agent
Kerry J. Kay Agency
2011.01 - 2012.02
- Collaborated with clients to identify and select investment product investment solutions. - Design appropriate retirement income and financial plans. - Managed client accounts for Life, Health and Property & Casualty Policyholders.
- Maintained accurate records of client communications, transactions, policies, and other relevant documentation for seamless operations within the agency.
Resolution Team Lead
Medco Pharmacy
2008.01 - 2011.01
- Resolve highly escalated client issues utilizing Accounting, in house and retail pharmacies and Physicians while coordinating with insurance company policy to insure delivery of medications to our clients - Patient liaison and advocate on all pharmaceutical needs; filed insurance forms; organized and maintained files detailing patient information including medications, reimbursements due, and cash-flow requirements. - Routinely consulted with multidisciplinary physician groups and medical support personnel
Home Care Provider
Self FBO Margaret Kay
2006.01 - 2008.01
- Collaborated with physicians, medical support teams, and respite care services to develop and execute a proactive home care program that ensured the safety and welfare of the patient while optimizing care.
Senior Trainer
Nationwide Retirement Solutions
1996.01 - 2006.01
- Educate external and internal Financial Representatives to ensure production of revenue levels and territory profitability. - Lead teams in investment product sales and delivery of customer relationship management techniques. - Collaborate with clients and team members to assess individual financial situations and develop strategic financial planning solutions. - Education of all staff includes IRC tax law, NASD 6, Life & Health, AS400, internet, data entry, operational processes, financial planning, securities transactions and funds transfers. - Development and delivery of educational curriculum and standards for all internal and external representatives.
- Streamlined onboarding processes for new hires, accelerating their integration into job roles.
- Analyzed training, student outcomes and course delivery metrics to produce reports for senior management.
- Evaluated training needs to improve training quality.
- Oversaw day-to-day functions of training department.
- Coordinated training for new hires to impart information about company policies, requirements and performance strategies.
- Developed and implemented lesson plans and teaching aids such as reference materials and videos.
- Maintained standardized training programs by providing comprehensive in-house training to new employees and newly graduated and hired officers.
Equity Sales / Registered Representative
Nationwide Insurance
1984.02 - 1989.02
- Managed the national sales of three investment products which included a Single Premium Life, Variable Life and Variable Annuity
- Track, Forecast & Report National Sales to Board
- Developed strong relationships with clients through regular communication and portfolio reviews, resulting in increased trust and retention rates.
- Collaborated with internal departments such as compliance and operations to address any concerns or issues impacting client accounts, ensuring a seamless customer experience.
- Kept abreast of all changes in stock market and investments to better manage client finances.
Repurchase Agreement Trader
Bank One Investments
1981.06 - 1984.02
- Traded US Treasuries for pledging as collateral on short term investment products. - Report, balance, reconcile trades, calculate and apply interest, make General Ledger Entries
- Created daily market recaps and profit and loss information to [Number] senior traders at close of each trading day.
Education
American Banking Association Financial Instruments -
Columbus Technical Institute
Columbus, OhioSkills
- Performance Consulting
- Presentations
- Product Marketing
- Leadership / Motivation
- Client Relations
- Curriculum Development
- Process Improvement
- Team and Consensus Building
- Financial product knowledge
- Strong analytical skills
- Relationships and rapport
- Negotiation Techniques
- Regulatory Compliance Knowledge
- Asset Allocation Strategies
Certification
- Ohio Life & Health Licensed
- Certified Retirement Counselor
Activities
- President of PAC on Residential Development in Hilliard- ACCORD (6 years)
- Member of Vestry Trinity Episcopal Church (3 years)
- Acolyte Guild Director Trinity Episcopal Church (7 years)
- Youth Ministry Director Trinity Episcopal Church (7 years)
- Head Football & Basketball Coach (24 years)
- Named One of “Nine Most Influential People in City of Hilliard” SNP Publications
Continuing Education
- Langevin Education and Presentation Training
- Bob Pike Performance Consulting
Training
TRAINING - FINANCIAL SERVICES - CUSTOMER RELATIONS
Timeline
Provider Relations
Ohio Department of Medicaid
2016.05 - 2024.04
Associate
Fiserv
2013.06 - 2015.12
GSPS Client Representative
Morgan Stanley
2012.07 - 2013.01
Farmers Insurance Agent
Kerry J. Kay Agency
2011.01 - 2012.02
Resolution Team Lead
Medco Pharmacy
2008.01 - 2011.01
Home Care Provider
Self FBO Margaret Kay
2006.01 - 2008.01
Senior Trainer
Nationwide Retirement Solutions
1996.01 - 2006.01
Equity Sales / Registered Representative
Nationwide Insurance
1984.02 - 1989.02
Repurchase Agreement Trader
Bank One Investments
1981.06 - 1984.02
American Banking Association Financial Instruments -
Columbus Technical Institute
- Ohio Life & Health Licensed
- Certified Retirement Counselor
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