Kari Brown Email & Phone Number

Ankeny, Ia, Us

Des Moines, Iowa, United States

Des Moines, Iowa, United States

Lead a hybrid team of 40 employees, including a supervisor and team lead. Drive customer success through team performance by setting clear expectations, coaching, training, establishing, managing, and monitoring departmental goals and customer SLAs. Support the company's agent base and case management of the agent's life insurance applications.• Develop and maintain trusted relationships both internally at F&G and externally within the industry.• Deliver oversight of process… Show more Lead a hybrid team of 40 employees, including a supervisor and team lead. Drive customer success through team performance by setting clear expectations, coaching, training, establishing, managing, and monitoring departmental goals and customer SLAs. Support the company's agent base and case management of the agent's life insurance applications.• Develop and maintain trusted relationships both internally at F&G and externally within the industry.• Deliver oversight of process improvement for Policy Holder Services by identifying methods to improve overall service levels and performance.• Act as Head of the Large Case Review Board.• Serve as Agent and IMO (Insurance Marketing Organization) Relationship Manager.• Manage vendor relations• Identify industry and product changes, trends, and developments through regular attendance at industry meetings and seminars and close collaboration with subject matter experts. Show less

Des Moines, Iowa

Led 15 Direct Reports in meeting SLAs and KPIs that included meeting 48 to 72 hour turn-around times, processing up to 50 tasks per day, per employee, and managing an inbound average of 300 calls daily.• Oversaw the1035 exchange and government allotment policy administration.• Served as Large Case Concierge overseeing death benefits of over $2M and $20k annual premium high net wealth clients, business and trust-owned life insurance, key man and buy-sell case design• Participated in… Show more Led 15 Direct Reports in meeting SLAs and KPIs that included meeting 48 to 72 hour turn-around times, processing up to 50 tasks per day, per employee, and managing an inbound average of 300 calls daily.• Oversaw the1035 exchange and government allotment policy administration.• Served as Large Case Concierge overseeing death benefits of over $2M and $20k annual premium high net wealth clients, business and trust-owned life insurance, key man and buy-sell case design• Participated in project management initiatives as part of the project team. Show less

Deliver support to the Life New Business Specialist Team and Manager, focusing on escalated cases/issues. Serve as a liaison between producers, their uplines (IMOs), third-party administrators, Sales, Underwriting, Policyholder Services, Commissions Contracting & Licensing, Claims, Legal, and Actuarial departments to quickly and independently resolve new business and customer service issues.

Urbandale, Iowa, United States

Provided case management of life insurance, disability, and long-term care insurance policies from submission to approval. Developed trusted partnerships with carriers and upline broker relations.• Managed compliance by reviewing policies and ensuring all adhered to regulatory guidelines.• Coordinated continuing education for the company.• Managed agent cases for both internal and remote offices• Submitted weekly, monthly, and quarterly reports to the President of the… Show more Provided case management of life insurance, disability, and long-term care insurance policies from submission to approval. Developed trusted partnerships with carriers and upline broker relations.• Managed compliance by reviewing policies and ensuring all adhered to regulatory guidelines.• Coordinated continuing education for the company.• Managed agent cases for both internal and remote offices• Submitted weekly, monthly, and quarterly reports to the President of the Division.• Working closely with carriers and brokers to ensure cases get approved. Show less

Built relationships with key decision-makers at state agencies and marketed supplemental and voluntary health benefits for employees. Developed a market that had not been worked in over four years.• Increased market penetration from 25% to 100%, with 75% participation in all counties.• Educated employees on supplemental health benefits.• Acquired new clients through relationship building and serviced existing client base.• Created educational materials used to train and develop… Show more Built relationships with key decision-makers at state agencies and marketed supplemental and voluntary health benefits for employees. Developed a market that had not been worked in over four years.• Increased market penetration from 25% to 100%, with 75% participation in all counties.• Educated employees on supplemental health benefits.• Acquired new clients through relationship building and serviced existing client base.• Created educational materials used to train and develop sales representatives and agents in the field. Show less

Addison, Texas, United States

Clive, Ia

Managed day-to-day business operations, including office management, business, and marketing plan development, client acquisition, and policy management. • Serviced a portfolio of over 200 clients with an emphasis on pre-retiree and retired clientele with net worth of over $500k in assets under management.• Sold Life, Disability, Long Term Care Insurance, Securities, and Investments.• Gained a complete understanding of clients' needs and financial goals and created customized… Show more Managed day-to-day business operations, including office management, business, and marketing plan development, client acquisition, and policy management. • Serviced a portfolio of over 200 clients with an emphasis on pre-retiree and retired clientele with net worth of over $500k in assets under management.• Sold Life, Disability, Long Term Care Insurance, Securities, and Investments.• Gained a complete understanding of clients' needs and financial goals and created customized financial plans.• Adhered to all state and federal compliance guidelines for financial products.• Collaborated with other owners on succession planning, exit strategies, and tax savings methods.• Taught financial education classes through Metro Community Education Programs. Show less