Summary
Overview
Work History
Education
Skills
Websites
Leadership Experience
Timeline
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KIMBERLY WEIDNER

Corpus Christi,TX

Summary

With a focus on ensuring the quality, security, and accuracy of data systems and applications that support company operations and customer service, I bring over a decade of experience in the insurance industry. My expertise lies in insurance accounting, data management, and IT project management. A passion for learning new skills and technologies drives me to continuously enhance my performance and impact. Leveraging a strong background in data management and software engineering, I strive to create innovative and impactful solutions for pioneering companies.

Overview

14
14
years of professional experience

Work History

Data Management Specialist

Hochheim Prairie Insurance
11.2022 - 01.2024
  • Extracted data from various systems to design/build reports and files
  • Maintained daily/weekly/monthly/quarterly/annual reporting with 100% accuracy for accounting and auditing purposes
  • Ensured data catalogs are accurate and available to users daily
  • Worked tickets in Unfuddle and closed out any issues as soon as possible.

IT Project Representative

Hochheim Prairie Insurance
11.2020 - 11.2022
  • Provided support to agencies in maintenance and utilization of automation systems
  • Tested automated systems prior to implementation and provided feedback
  • Maintained detailed log of problems/resolutions while tracking open/pending items for further review in Unfuddle and Jira.

Accounts Receivable Accountant

Hochheim Prairie Insurance
07.2016 - 11.2020
  • Reconciled A/R data daily and month-end for 100% accuracy
  • Processed and accounted for all incoming premium daily
  • Reconciled ACH, credit card, e-checks, cash, NSF, and EFT transactions
  • Processed premium refunds daily
  • Analyzed and resolved discrepancies identified on bank reconciliations.

Customer Service Representative

Hochheim Prairie Insurance
02.2015 - 07.2016
  • Assisted customers with payments, questions about account information or discrepancies in billing
  • Assisted agents with questions on website information, billing or claims issues.

Project Coordinator

SWBC Employee Benefits Consulting & PEO Divisions
07.2010 - 02.2015
  • Coordinated the administrative efforts of the sales and benefits team for new business and renewals, including system administration, spread sheeting, and new client/existing client implementation
  • Interacted with sales to spreadsheet for client presentations
  • Assisted team with pulling reports for clients from carriers and assists with internal payroll system
  • Prepared and sent all related paperwork and online enrollment information to newly hired employees
  • Provided support in administering medical and ancillary benefits for over 100 client companies
  • Attained personal Group 1 / Life & Health License.

Education

Bachelor of Science - Information Technology - Data Analytics And AI

Capella University
01.2027

Skills

  • Time-Management
  • Problem-Solving
  • Customer Service
  • Detail-Oriented
  • Team Player
  • Multitasking
  • Organizational Skills
  • Data Quality Assurance
  • Attention to Detail
  • Time Management
  • Adaptability
  • Professionalism
  • Analytical Skills

Websites

Leadership Experience

  • The National Society of Leadership and Success (NSLS), Foundations in Leadership Certificate 1, 2021
  • The National Society of Leadership and Success (NSLS), Foundations in Leadership Certificate 2, 2021

Timeline

Data Management Specialist

Hochheim Prairie Insurance
11.2022 - 01.2024

IT Project Representative

Hochheim Prairie Insurance
11.2020 - 11.2022

Accounts Receivable Accountant

Hochheim Prairie Insurance
07.2016 - 11.2020

Customer Service Representative

Hochheim Prairie Insurance
02.2015 - 07.2016

Project Coordinator

SWBC Employee Benefits Consulting & PEO Divisions
07.2010 - 02.2015

Bachelor of Science - Information Technology - Data Analytics And AI

Capella University

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KIMBERLY WEIDNER