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.
Hi, I’m
Kimberly Wieloch
Lagrange,USA
Summary
Overview
30
years of professional experience
1
Certification
Work History
Life Coach I Am My Own Me LLC
Life Coach
04.2019 - Current
Job overview
- 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
The David Agency
Account Technician/Processor
09.1995 - Current
Job overview
- 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
UdemySan Francisco, CA
Certified NLP Practitioner from Mental Health Counseling
06.2023
University Overview
UdemySan Francisco, CA
Certified Counseling Practitioner from Mental Health Counseling
01.2020
University Overview
UdemySan Francisco, CA
Certified Life Coach from Mental Health Counseling
04.2019
University Overview
Ashworth CollegePeachtree Corners, GA
Medical Billing And Coding from Insurance
05.2018
University Overview
Department of InsuranceIndianapolis, IN
Indiana Producer License from Insurance And Risk Management
12.2009
University Overview
Department of InsuranceSpringfield, IL
Life And Health License from Insurance And Risk Management
04.2000
University Overview
Risk And Insurance Education Alliance
CISR Designation from Insurance And Risk Management
09.1999
University Overview
Department of Insurance
Property And Casualty License from Insurance And Risk Management
06.1997
University Overview
Proviso EastMaywood, IL
High School Diploma
06.1988
University Overview
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
Accomplishments
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, 09/01/04
- 10 Years of CISR Excellence, 09/01/09
- Indiana Producer License, 12/01/09
- Medical Billing and Coding, 04/01/18
Certification
- Certified NLP Practitioner, 06/11/23
- Certified Counseling Practitioner, 01/09/20
- Certified Life Coach, 04/24/19
- Medical Billing And Coding, 04/01/18
- Indiana Producer License, 12/01/09
- Life And Health License, 04/01/00
- CISR Designation, 09/01/99
- Property And Casualty License, 06/01/97
Timeline
Life Coach
Life Coach I Am My Own Me LLC
04.2019 - Current
Account Technician/Processor
The David Agency
09.1995 - Current
Udemy
Certified Counseling Practitioner from Mental Health Counseling
Udemy
Certified Life Coach from Mental Health Counseling
Ashworth College
Medical Billing And Coding from Insurance
Department of Insurance
Indiana Producer License from Insurance And Risk Management
Department of Insurance
Life And Health License from Insurance And Risk Management
Risk And Insurance Education Alliance
CISR Designation from Insurance And Risk Management
Department of Insurance
Property And Casualty License from Insurance And Risk Management
Proviso East
High School Diploma
Udemy
Certified NLP Practitioner from Mental Health Counseling
GOALS
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.
WEBSITES, PORTFOLIOS, PROFILES
WEBSITES, PORTFOLIOS, PROFILES
https://iammyownme.com/Awards
Awards
Employee of the Month February 2001, 5 Years of CISR Excellence 2004, 10 Years of CISR Excellence 2009Similar Profiles
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