Kimberly Bass
Tucson,AZ
Summary
Insightful Manager with experience directing and improving operations through effective employee motivational strategies and strong policy enforcement. Proficient in best practices, market trends and regulatory requirements of industry operations. Talented leader with analytical approach to business planning and day-to-day problem-solving.
Overview
16
16
years of professional experience
Work History
Independent Insurance Broker
Kimberly Bass Insurance Agency
Tucson, AZ
02.2009 - 08.2019
- Customized existing insurance programs to suit individual client needs by analyzing specific requirements.
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Sought out new clients and developed client relationships through networking, direct referrals, lead databases and cold calling.
- Reviewed policy applications for errors and liaised with underwriters to facilitate quick completion of application process.
Quality Assurance Analyst
Wells Fargo, NA
Phoenix, AZ
03.2003 - 12.2008
- Examined and research complex programs, processes, claims, documentation, or files to ensure compliance with internal company requirements or agency or government regulations
- Performed advanced, comprehensive reviews of multiple types of executive resolution transactions and case reviews within home equity business line
- Identify risks and problem areas and recommend improvements
- Perform branch or office inspections on key controls, procedural, or policy inspection points to ensure compliance with company requirements, agency or government regulations
Education
Bachelor of Arts - Marketing
Arizona State University
Tempe, AZSkills
- Persuasive Negotiation
- Critical Thinking
- Relationship Building
- Time Management
- Verbal and Written Communication
Military Experience
Branch: United States Air Force, Arizona Air National Guard
Service Country: United States
Medical Service Specialist, Honorable Discharge
Commendations: Air Force Good Conduct Medal and Organizational Excellence Medal
Timeline
Independent Insurance Broker
Kimberly Bass Insurance Agency
02.2009 - 08.2019
Quality Assurance Analyst
Wells Fargo, NA
03.2003 - 12.2008
Bachelor of Arts - Marketing
Arizona State University