Kim Newlands

• Deliver engaging and polished presentations to highlight products and draw favorable competitor comparisons.
• Build and strengthen long-lasting client relationships based on accurate price quotes and customer-centric terms.
• Manage client accounts including processing service requests, review claims, policy changes, cancellations, and other functions.
• Review of insurance applications and policies to ensure initial compliance and underwriting authority and guidelines.
• Screening and processing insurance applications that include Medical, Dental, Vision, Life, Disability, and Section 125.
• Knowledge with ERISA, HIPAA, ACA, COBRA, FMLA, OFLA, and OR Paid Family & Medical Leave.
• Prepare and compile various insurance-related documents within established procedures.
• Market existing and new accounts.
• Maintain all records including confidential and sensitive data.

Awards

2020 Employee of the Year

100% remote employee - March 2020 to present

• Explained and answered questions regarding medical, dental, vision, life, and disability plans to clients.
• Assisted clients with any claims issues and follows through until resolved.
• Performed administrative tasks such as maintaining records and renewing policies.
• Submitted new group enrollment, individual enrollment, and termination forms to various insurance carriers.
• Composed presentations in Excel for existing clients and prospects.
• Experience with highly sensitive information such as employees dates of birth and social security numbers.
• Reconciled commission statements against tracking system in Excel.

• Explained and answered questions regarding medical, dental, vision, life, and disability plans to clients.
• Performed administrative tasks such as maintaining records and renewing policies.
• Assisted clients with any claims issues and follows through until resolved.
• Submitted new group enrollment, individual enrollment, and termination forms to various insurance carriers.
• Composed presentations in Excel for existing clients and prospects.
• Experience with highly sensitive information such as employees dates of birth and social security numbers.

• Processed life insurance applications and renewed existing policies for several producers.
• Assisted small group benefits team with spreadsheets, enrollment forms, and filing.