Kyle Kunze
Spokane
Summary
Results-driven case management professional with track record of effective client advocacy and support. Experienced in conducting thorough assessments and creating individualized care plans to meet client needs. Collaborates seamlessly with multidisciplinary teams and adapts to dynamic situations to ensure optimal client outcomes.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Case Manager/Administrative Assistant
Packard Wheeler Succession
Spokane Valley, WA
09.2024 - Current
- Managed a full caseload of clients undergoing succession planning, providing guidance, follow-through, and ongoing support to ensure successful completion of their cases.
- Developed and maintained comprehensive life, disability, & long-term care insurance plans tailored to individual client needs & organizations.
- Served as the primary point of contact for clients, maintaining high-quality communication and ensuring all documentation and requirements are completed accurately and on time.
- Coordinated with advisors & internal team members to streamline client transitions and resolve case-related issues quickly.
- Processed client loan payments accurately and on schedule, ensuring compliance with internal policies and financial regulations.
- Monitored upcoming due dates and proactively coordinated with clients to reduce missed or late payments.
- Educated clients on the consequences of policy lapse and provided guidance through payment or required steps to maintain coverage.
FIREWATCH OFFICER
Securitas
Milpitas, CA
03.2019 - 04.2020
- Maintained accurate records of all incidents reported during shift including time, date, location, and nature of the incident.
- Prepared written reports detailing daily activities and incidents observed while on duty.
- Conducted regular patrols of all trails within the designated area for hazardous conditions such as fallen trees or washouts.
- Communicated with other Firewatch Officers via radio transmissions to coordinate activities and share information.
- COVID-19 screening
GSOC OPERATOR
Allied Universal
San Jose, CA
01.2017 - 08.2018
- Assisted with training new staff members on proper operational protocols and procedures.
- Analyzed data from various sources to identify trends or patterns that could affect operations.
- Ensured compliance with applicable regulations, policies, and procedures related to GSOC operations.
- Monitored security systems to detect unauthorized access or suspicious activity.
- Developed strong customer service skills while assisting customers with their inquiries.
- Developed detailed reports summarizing all activities conducted at the GSOC facility.
ACCESS CONTROL SPECIALIST
Allied Universal
San Jose, CA
01.2017 - 08.2018
- Managed customer inquiries related to access control services, providing timely responses to resolve issues quickly.
- Performed regular audits of access control systems to identify any potential risks or vulnerabilities.
- Created detailed reports on system performance and identified areas of improvement in terms of security protocols.
- Authorized and monitored the entrance and departure of employees and visitors to guard against theft and maintain the security of the premises.
- Assisted vendors and other third parties with access to restricted areas.
LEAD CHEF
Parktown Pizza Company
Milpitas, CA
04.2016 - 06.2018
- Demonstrated expertise in managing kitchen operations and staff, while ensuring compliance with food safety regulations.
- Maintained an organized inventory system of all ingredients used in the kitchen to minimize waste and maximize profits.
- Established strong working relationships with front-of-house staff to ensure seamless service delivery throughout the restaurant.
- Established and maintained high standards of food quality, hygiene, and safety in the kitchen.
Education
Bachelor of Science (B.S.) - Marketing
Southern New Hampshire University
Manchester, NH, US04.2025
Skills
- Analytical problem-solving
- Case management
- Effective communication
- Cultivating collaborative partnerships
- Organizational time strategies
- Case documentation
- Critical thinking
- Data entry and analysis
- Team building
- Organizational skills
Accomplishments
Washington State Life, Healthy, & Disability Insurance Producer's License.
3.97 GPA - President's list every possible opportunity.
Certification
- Google Analytics for Beginners
- Social Media Marketing - HubSpot Academy
- Foundations of Leadership - NSLS
Timeline
Case Manager/Administrative Assistant
Packard Wheeler Succession
09.2024 - Current
FIREWATCH OFFICER
Securitas
03.2019 - 04.2020
GSOC OPERATOR
Allied Universal
01.2017 - 08.2018
ACCESS CONTROL SPECIALIST
Allied Universal
01.2017 - 08.2018
LEAD CHEF
Parktown Pizza Company
04.2016 - 06.2018
Bachelor of Science (B.S.) - Marketing
Southern New Hampshire University