Kari Jackson
Lee's Summit
Summary
Dynamic Sr. Life Insurance Case Manager with a proven track record at Insurance Designers of Kansas City. Expert in case documentation and compliance, leveraging strong problem-solving and relationship-building skills to enhance client satisfaction. Successfully streamlined application processes, ensuring timely communication between carriers and clients while maintaining strict HIPAA standards.
Overview
37
37
years of professional experience
1
1
Certification
Work History
Sr. Life Insurance Case Manager
Insurance Designers of Kansas City
09.1993 - Current
- Maintain accurate documentation on all cases, ensuring compliance with regulations and confidentiality requirements.
- Work with all the major Life Insurance carriers, processing new applications for life and annuities
- Order medical records and exams
- Main source of communication between the carriers, agents and clients
- Assist agents and clients with policy service
- Contracting and appointments of agents across the country
- Daily use of docusign
Life Case Manager
Union Central Life
08.1989 - 09.1993
Receptionist
Advanced to assistant of the CEO
Advanced to life case manager
Processing new applications for life and long term care
Produced sales illustrations
Underwriting Assistant
Security Connecticut Life Insurance
03.1988 - 08.1989
Assisted underwriters with preparing documents for their review
Communicating with case managers on underwriting requirements
Daily administration tasks
Education
High School Diploma -
River Falls High School
River Falls, WISkills
- Problem-solving
- Case management
- Time management
- Case documentation
- Organization and multitasking
- Documentation and reporting
- Relationship building
- Decision-making
- Conflict resolution
- Positive attitude
- Email and telephone etiquette
- Case management tracking
- HIPAA compliance
- Attention to detail
Certification
Life Insurance license
Timeline
Sr. Life Insurance Case Manager
Insurance Designers of Kansas City
09.1993 - Current
Life Case Manager
Union Central Life
08.1989 - 09.1993
Underwriting Assistant
Security Connecticut Life Insurance
03.1988 - 08.1989
High School Diploma -
River Falls High School
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