Kimberly M. Wieloch
Lagrange,IN
Summary
Dynamic Life Coach and Account Technician with a proven track record at The David Agency, specializing in personal development and behavioral change. Expert in coaching techniques and data collection, I excel in transforming lives through self-awareness and goal setting, achieving significant client progress and well-being enhancement.
Overview
29
29
years of professional experience
Work History
Life Coach
I Am My Own Me LLC
LaGrange, IN
04.2019 - Current
- Started my own business as a Life Coach
- A Wellness Program for Your Personal Development
- Self-Care at work
- Emotional Management
- Building Self Confidence and Self-Worth
- Self-Awareness through Self Leadership
- Self-Development through Personal Mastery
- Building a Healthy Mentality by Resetting your Mindset
- A Wellness Journey of Personal Growth and Personal Well Being
Account Technician/Processor
The David Agency
Oakbrook Terrace, IL
09.1995 - Current
- Running and processing the daily Communication Log
- Commissions in Suspense
- Claims in Suspense
- Policies in Suspense
- E-Doc's in Suspense
- Checking company websites for claims, late pays, reinstatements, and other alerts and documents
- Printing and attaching new business declaration pages
- Transacting/billing all direct bill commission statements for our personal lines and commercial lines department
- Transacting/billing all agency bill items for personal lines
- Attaching and processing daily mail for all personal lines accounts and all small business commercial lines accounts
- Attaching and processing all cancels, claims, late pays, renewals, new business, rewrite business, reinstatements for all of our personal lines accounts and all of our small business commercial lines accounts
- Confirming all endorsements have been received and processed correctly for all our personal lines accounts and all small business commercial lines accounts
- Running monthly expiration reports of all expired personal lines policies over 6 months, so that I can save the apps to history and remove the old cancelled/expired policies
- Run daily expiration reports of any policies with premium to confirm if they have renewed or expired, and then process them accordingly
- Attach and process faxes for all personal lines accounts and all small business commercial lines accounts
- Review the full client file for every new/rewrite business to make sure the client contact list is complete, and that the client detail screen has the proper address, heading, occupation, home telephone number, work telephone number, and email address
- Responsible for book rolls
- Monitor and implement agency procedures daily
- This is done to maintain a complete and accurate client file
Education
Certified NLP Practitioner - Mental Health Counseling
Udeny
San Francisco, CA06-2023
Certified Counseling Practitioner - Mental Health Counseling
Udemy
San Francisco, CA01-2020
Certified Life Coach - Mental Health Counseling
Udemy
San Francisco, CA04-2019
Medical Billing And Coding - Insurance
Ashworth College
Peachtree Corners, GA05-2018
Indiana Producer License - Insurance And Risk Management
Department of Insurance
Indianapolis, IN12-2009
Life And Health License - Insurance And Risk Management
Department of Insurance
Springfield, IL04-2000
CISR Designation - Insurance And Risk Management
Risk And Insurance Education Alliance
Austin09-1999
Property And Casualty License - Insurance And Risk Management
Department of Insurance
Springfield06-1997
High School Diploma -
Proviso East
Maywood, IL06-1988
Skills
- Resource advocacy
- Proficient in life management
- Behavioral change
- Career planning
- Lesson planning
- Skill development training
- Data collection
- Personal development sessions
- Self-awareness
- Client assistance
- Motivational techniques
- Life management
- Goal setting
- Positive communication strategies
- Trauma-informed counseling
- Growth planning
- Improving well-being
- Behavior modeling
- Coaching techniques
Accomplishments
- Property and Casualty License, 06/01/97
- CISR Designation, 09/01/99
- Life and Health License, 04/01/00
- Employee of the Month, 02/01/01
- 5 Years of CISR Excellence, 01/01/04
- 10 Years of CISR Excellence, 01/01/09
- Indiana Producer License, 12/01/09
- Medical Billing and Coding, 01/01/18
- Certified Life Coach, 01/01/19
- Certified Counseling Practitioner, 01/01/20
- Certified NLP Practitioner, 01/01/23
Goals
- Give more to my employer than I receive.
- Always remember I have more to learn.
- I love the work I do, and I want to continue to love what I do.
- Make a daily difference, by the work I do, and by being of help and service to others.
Affiliations
- Employee of the Month February 2001
- 5 Years of CISR Excellence 2004
- 10 Years of CISR Excellence 2009
Websites
References
References available upon request.
Timeline
Life Coach
I Am My Own Me LLC
04.2019 - Current
Account Technician/Processor
The David Agency
09.1995 - Current
Certified NLP Practitioner - Mental Health Counseling
Udeny
Certified Counseling Practitioner - Mental Health Counseling
Udemy
Certified Life Coach - Mental Health Counseling
Udemy
Medical Billing And Coding - Insurance
Ashworth College
Indiana Producer License - Insurance And Risk Management
Department of Insurance
Life And Health License - Insurance And Risk Management
Department of Insurance
CISR Designation - Insurance And Risk Management
Risk And Insurance Education Alliance
Property And Casualty License - Insurance And Risk Management
Department of Insurance
High School Diploma -
Proviso East
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