Summary
Overview
Work History
Education
Skills
Hobbies and Interests
Goals
Certification
Languages
Timeline
Generic

KIMBERLEY GIETZEN

Belgrade,MT

Summary

Bringing genuine passion for helping others and positive, upbeat approach. Possesses solid understanding of health insurance policies and regulations, coupled with strong analytical and communication skills. Aims to provide clients with optimal insurance solutions and build lasting relationships.

Developed skills in administration and team coordination within fast-paced office environment, now seeking to transition into new field. Expertise in managing schedules, optimizing office workflows, and ensuring seamless operations. Looking to apply these transferable skills to contribute effectively in different professional capacity.

Overview

8
8
years of professional experience
1
1
Certification

Work History

Licensed Life & Health Insurance Agent

Southwestern Montana Insurance Center
07.2024 - 02.2025
  • Maintained compliance with all industry regulations while completing paperwork accurately and efficiently.
  • Educated clients on the intricacies of their health insurance policies, empowering them to make informed decisions.
  • Performed needs analysis to obtain information required to make appropriate health insurance product recommendations.
  • Efficiently managed high-pressure situations such as claim denials or unexpected policy cancellations.
  • Verified insurance coverage by telephone and online to guarantee proper reimbursement of benefits and estimate patients' financial responsibilities.
  • Provided comprehensive customer service to drive client satisfaction.
  • Answered inbound calls from existing and future policyholders to answer inquiries and discuss insurance options.
  • Conducted thorough research on available health insurance plans, staying up-to-date on industry trends and policy changes.
  • Assisted clients in resolving claims-related issues promptly, alleviating stress during difficult times.
  • Responded to customer inquiries regarding health insurance coverage and policies to assist with informed decision-making.
  • Developed and maintained client databases to track customer service interactions and evaluate service quality.
  • Ensured seamless transition between policies by properly coordinating client renewals or adjustments.
  • Educated clients about health insurance coverage options, benefits and costs.
  • Developed tailored health insurance plans to meet individualized client needs.
  • Handled sensitive personal information discreetly while adhering to strict privacy regulations at all times.
  • Secured diverse range of insurance options, offering clients flexibility in choosing plans that best suited their budgets.
  • Enhanced client decision-making with comprehensive comparisons of different health insurance plans.
  • Increased client retention rates by providing personalized health insurance consultations and tailoring plans to individual needs.
  • Improved client satisfaction by providing personalized health insurance plan recommendations and guidance.
  • Reduced policy lapses by implementing proactive follow-up strategy with clients regarding renewals and payment reminders.
  • Conducted regular follow-ups with clients to keep them informed of any pertinent updates or changes to their policies.
  • Implemented digital documentation system to improve efficiency of application and renewal processes.
  • Analyzed customer needs to provide customized insurance solutions.
  • Met with customers to provide information about available products and policies.
  • Generated leads through cold-calling, networking and other outreach methods.

Office Manager

Ascent Vision Technologies
06.2019 - 11.2023
  • Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
  • Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
  • Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
  • Conducted regular inventory assessments of office supplies, ordering necessary items proactively to prevent stock shortages.
  • Enhanced team productivity by delegating tasks effectively and overseeing daily workflow.
  • Coordinated office events and meetings, ensuring timely execution and optimal scheduling for all participants.
  • Streamlined office operations by implementing efficient filing systems and organizational strategies.
  • Assisted in the recruitment process, conducting interviews and onboarding new employees to promote a seamless integration into the team dynamic.
  • Served as a liaison between upper management and staff members, facilitating open channels of communication to address concerns or issues promptly.
  • Managed vendor relationships, negotiating contracts for cost savings while maintaining high-quality services.
  • Oversaw facility maintenance requests, coordinating with building management to address repairs or improvements efficiently.
  • Developed comprehensive policy manuals outlining procedures and guidelines, contributing to a well-organized workplace culture.
  • Reduced costs with meticulous budget monitoring and expense tracking for essential supplies and equipment.
  • Spearheaded community outreach initiatives, improving company's local reputation and engagement.
  • Reduced overhead costs significantly through negotiation of vendor contracts for office supplies and services.
  • Conducted regular reviews of office procedures, identifying and implementing improvements for operational excellence.
  • Improved team morale and cohesion with regular team-building activities and open communication channels.
  • Facilitated smooth office relocations by meticulously planning and coordinating all aspects of move.
  • Developed and enforced office policies that aligned with company values and regulatory requirements, maintaining compliance.
  • Handled sensitive employee and client information with utmost confidentiality, maintaining trust and integrity.
  • Implemented comprehensive training program for new hires, improving their integration into team and productivity.
  • Cultivated positive rapport with fellow employees to boost company morale and promote employee retention.

Office Manager

Houndstooth House
05.2018 - 05.2019
  • Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
  • Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
  • Maintained accurate financial records by reconciling accounts payable/receivable transactions regularly to ensure balanced budgets.
  • Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
  • Conducted regular inventory assessments of office supplies, ordering necessary items proactively to prevent stock shortages.
  • Coordinated office events and meetings, ensuring timely execution and optimal scheduling for all participants.

Executive Assistant to the Chief Executive Officer

Planet Green Team
08.2017 - 05.2018
  • Contributed to smooth business operations by planning and organizing meetings and conferences.
  • Optimized scheduling efficiency by coordinating meetings, appointments, and travel arrangements for the CEO.
  • Maintained confidentiality by handling sensitive information with discretion and professionalism.
  • Improved team collaboration by acting as a liaison between the CEO,and team members.
  • Managed complex calendar scheduling with focus on proper allocation of executive availability.
  • Responded to emails and other correspondence to facilitate communication and enhance business processes.
  • Ensured timely completion of action items by tracking progress and following up on delegated tasks from the CEO.
  • Facilitated smooth operations within the executive office by overseeing daily tasks and assignments.
  • Handled confidential and sensitive information with discretion and tact.
  • Screened calls and emails and responded accordingly to support executive correspondence.
  • Managed mail and both incoming and outgoing correspondence, mail, email and faxes.
  • Coordinated events and worked on ad hoc projects.
  • Greeted arriving visitors, determined nature and purpose of visit and directed individuals to appropriate destinations.
  • Filed paperwork and organized computer-based information.

Education

North Dakota State University - Physical Education, French Education, Coaching, Spanish

North Dakota State University
01.1995

Skills

  • Executive support
  • Office management
  • Travel arrangements
  • Teamwork and collaboration
  • Scheduling and calendar management
  • Time management
  • Attention to detail
  • Clerical support
  • Human resources
  • Event planning
  • Facility management
  • Adaptability

Hobbies and Interests

  • Swimming
  • Hiking
  • Skiing
  • Camping

Goals

  • Continually learn new skills.
  • Help others.
  • Be organized.
  • Mentor

Certification

Licensed Life and Health Insurance Agent, Montana, 09/2025

aPHR, Montana, 11/2023


Languages

French
Limited Working
Spanish
Elementary

Timeline

Licensed Life & Health Insurance Agent

Southwestern Montana Insurance Center
07.2024 - 02.2025

Office Manager

Ascent Vision Technologies
06.2019 - 11.2023

Office Manager

Houndstooth House
05.2018 - 05.2019

Executive Assistant to the Chief Executive Officer

Planet Green Team
08.2017 - 05.2018

North Dakota State University - Physical Education, French Education, Coaching, Spanish

North Dakota State University

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KIMBERLEY GIETZEN