Summary
Overview
Work History
Education
Skills
Certification
Activities
Continuing Education
Training
Timeline
Generic

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
05.2016 - 04.2024
  • 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
06.2013 - 12.2015
  • 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
07.2012 - 01.2013
  • 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
01.2011 - 02.2012
  • 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
01.2008 - 01.2011
  • 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
01.2006 - 01.2008
  • 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
01.1996 - 01.2006
  • 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
02.1984 - 02.1989
  • 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
06.1981 - 02.1984
  • 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, Ohio

Skills

  • 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
05.2016 - 04.2024

Associate

Fiserv
06.2013 - 12.2015

GSPS Client Representative

Morgan Stanley
07.2012 - 01.2013

Farmers Insurance Agent

Kerry J. Kay Agency
01.2011 - 02.2012

Resolution Team Lead

Medco Pharmacy
01.2008 - 01.2011

Home Care Provider

Self FBO Margaret Kay
01.2006 - 01.2008

Senior Trainer

Nationwide Retirement Solutions
01.1996 - 01.2006

Equity Sales / Registered Representative

Nationwide Insurance
02.1984 - 02.1989

Repurchase Agreement Trader

Bank One Investments
06.1981 - 02.1984

American Banking Association Financial Instruments -

Columbus Technical Institute

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Kerry Kay