Summary
Overview
Work History
Education
Skills
Timeline
Generic
Kimberly Berstler

Kimberly Berstler

Longview,TX

Summary

Dependable professional with experience providing administrative, organizational and personalized support in virtual environments. Proficient in MS Office, G Suite, calendar management, scheduling, data entry and database administration. Possessing strong communication and problem-solving skills with time management expertise to consistently meet objectives. Bearing a deep knowledge of the insurance industry with extensive experience in medical benefit verification and claims processing.

Overview

29
29
years of professional experience

Work History

Independent Insurance Agent

Self Employed (Life, Accident, Health & HMO)
03.2023 - Current


  • Met with customers to provide information about available insurance products and policies.
  • Built relationships with clients using active listening and issue resolution to provide excellent service.
  • Prepared and reviewed insurance applications to verify compliance with regulations.
  • Monitor changes in insurance industry to stay compliant with relevant laws and regulations.

Freelance Content Writer/ Owner

Kim's Copy
02.2019 - Current


  • Completed thorough research into assigned topics.
  • Utilized exceptional writing, editing, and proofreading skills to produce engaging and error-free content.
  • Ghostwrote articles for different clients and agencies, incorporating relevant SEO terms and interlinking.
  • Crafted SEO-friendly content for websites and blog posts to increase organic traffic.
  • Repurposed and optimized existing content for use in different mediums.

Virtual Administrative Assistant

Seak Financial, LLC
05.2022 - 11.2022


  • Managed phone and email correspondence and handled incoming and outgoing mail and faxes.
  • Transcribed and organized information to assist in preparing speeches and presentations.
  • Organized and managed team tasks using Trello and Asana.
  • Supported company leaders by managing budgets, scheduling appointments and organizing itinerary.
  • Completed business correspondence, transcription, and data entry.
  • Monitored emails, organized inbox, and prioritized messages for supervisor.
  • Set up virtual Zoom meetings, invited guests and disseminated agendas.

Insurance Bonding Agent

PCL Contract Bonding Agency
04.2018 - 10.2018


  • Perform research of each company's financial stability, ethical business operations, and compliance with local laws.
  • Conducted financial analysis to identify and assess risks in business operations.
  • Determine the type of bond(s) client needs
  • Complete application for said bond(s)
  • After approval, generate final bond(s)
  • Update CRM with new client information

Real Estate Transaction Coordinator/Virtual Administrative Assistant

Homecity Real Estate Austin
05.2015 - 03.2018


  • Prepared and presented contracts and other legal documents to clients.
  • Established positive flow of communication with agents, clients, attorneys and personnel involved in closing transactions.
  • Reviewed and executed confidential documents, contracts and disclosures.
  • Managed all office administration.
  • Scheduled agent's personal meetings/calendars
  • Answered phone and email correspondence for agents.
  • Ordered closing gifts for clients.
  • Coordinated schedules for agent's children.
  • Scheduled pet and home care when agents are out of town.

Medical Insurance Specialist/Transcriptionist

Colon & Rectal Surgery Associates
07.2006 - 10.2014
  • Verified patient insurance coverage and benefits for medical claims.
  • Processed insurance payments and maintained accurate documentation of payments.
  • Researched and resolved complex medical claim issues to support timely processing.
  • Monitored and updated claims status in claims processing system.
  • Maintained knowledge of benefits claim processing, claims principles, medical terminology, and procedures and HIPAA regulations.
  • Transcribed Doctors' daily dictation.


Certified Pharmacy Technician

Florida Hospital
03.1994 - 06.2006
  • Reviewed and verified customer information and insurance provider information.
  • Completed paperwork, entering prescription and insurance or billing information into patient profiles.
  • Consulted with insurance company representatives to complete claims processing, resolve concerns, and reconcile payments.
  • Resolved non-routine issues like third-party billing, computer system, and customer service issues.
  • Counted, measured, and compounded medications following standard procedures.


Education

High School Diploma -

Belleville High School
Belleville, MI

Certified Pharmacy Technician - Pharmacy

NPTB
Detroit, MI

Insurance License - Life, Accident, Health - Insurance

XCEL
Longview, Tx
03.2023

Copywriter Certification - Copywriting

AWAI
Longview, TX
2018

Virtual Assistant Certification - Virtual Assistant

Saavy VA
Longview, TX
2015

Skills

  • Life Insurance
  • Health Insurance Sales
  • Insurance Eligibility Verifications
  • Claims Reporting Systems
  • Medical Terminology
  • Data Entry Documentation
  • Office Management
  • Project Management
  • CRM Software
  • PC Proficiency
  • Calendar Management
  • Administrative Support
  • Time Management
  • Complex Problem-Solving
  • Excellent Communication
  • Customer Service

Timeline

Independent Insurance Agent

Self Employed (Life, Accident, Health & HMO)
03.2023 - Current

Virtual Administrative Assistant

Seak Financial, LLC
05.2022 - 11.2022

Freelance Content Writer/ Owner

Kim's Copy
02.2019 - Current

Insurance Bonding Agent

PCL Contract Bonding Agency
04.2018 - 10.2018

Real Estate Transaction Coordinator/Virtual Administrative Assistant

Homecity Real Estate Austin
05.2015 - 03.2018

Medical Insurance Specialist/Transcriptionist

Colon & Rectal Surgery Associates
07.2006 - 10.2014

Certified Pharmacy Technician

Florida Hospital
03.1994 - 06.2006

High School Diploma -

Belleville High School

Certified Pharmacy Technician - Pharmacy

NPTB

Insurance License - Life, Accident, Health - Insurance

XCEL

Copywriter Certification - Copywriting

AWAI

Virtual Assistant Certification - Virtual Assistant

Saavy VA
Kimberly Berstler