Kelly Mason

Population Health Leadership at Matthews-Vu Medical Group
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Contact Information
us****@****om
(386) 825-5501
Location
Colorado Springs, Colorado, United States, US

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Credentials

  • Insurance Professional License
    AZ
    Mar, 2006
    - Oct, 2024
  • Non-Res Producer License
    MI
    Mar, 2006
    - Oct, 2024
  • Producer License
    TN
    Mar, 2006
    - Oct, 2024
  • Basic Life Support for Healthcare Providers (BLS)
    American Heart Association
    Jul, 2019
    - Oct, 2024
  • Resident Producer License
    CO
    Aug, 2009
    - Oct, 2024
  • Non-Resident Per Lines Brk-Agt License
    CA
    Aug, 2009
    - Oct, 2024
  • Producer Individual License
    NC
    Mar, 2006
    - Oct, 2024
  • Producer License
    VA
    Mar, 2013
    - Oct, 2024

Experience

    • United States
    • Wellness and Fitness Services
    • 1 - 100 Employee
    • Population Health Leadership
      • Aug 2021 - Present

    • Patient Support Specialist
      • Sep 2019 - Present

    • United States
    • Insurance
    • 700 & Above Employee
    • Claims Service Specialist
      • Oct 2014 - Feb 2017

      • Opened claims, investigated, evaluated, negotiated and adjusted moderately complex auto claims presented by or against our insured to confirm coverage, determine legal liability and equitably settle/defend in compliance with all state regulatory requirements. • Worked under limited supervision to perform work assignments and problem resolution. • Prepared and handled subrogation demands on non-disputed liability claims. • Explained policy language, provided coverage information and advised insured as to proper course of action (follow-up, status calls, catch up with the customer). • Recognized life events, understood member’s needs and provided advice in order to deliver appropriate solutions to members. • Provided Auto claims service via internal channels (phone/email/fax/mail/other electronic channels) to members and third party customers. • Acquired and applied developing knowledge of P&C insurance industry products, services, and processes to include P&C insurance policy contracts and coverages, and CSAA claim handling process and procedures. • Collaborated with team members to resolve issues and to identify appropriate issues for escalation. • Partnered with and/or directed vendors and internal business partners to facilitate claims resolution. • Complied with company and all Department of Insurance regulations and statutory requirements for Correspondence; Forms; Liability; Time-frame; Payments. • Awarded by management and peers as Employee of the Month October 2016 for consistent exceptional client/customer service, exceeding all expectations. Show less

    • Human Resources Receptionist
      • Sep 2012 - Oct 2014

      • Greeted all persons entering the office in a friendly, courteous manner, determining nature and purpose of visit, and directing or escorting them to specific destinations within the office. • Operated high-volume telephone switchboard to answer, screen, or forward calls, providing information, taking messages. • Scheduled appointments, maintained and updated calendar. • Safeguarded and controlled confidential and highly restricted employee and client information. • Completed various HR and administrative assignments, projects, reports, and paperwork accurately and timely manner upon request. • Collected, sorted, distributed, and prepared mail, messages, and courier deliveries. • Effectively transmitted information or documents to clients, peers, vendors, using computer, mail, or facsimile machine. • Provided information about Goodwill Industries of Denver such as location of departments, offices, stores, employees within the organization, and various services provided. • Scheduled space or equipment for special programs and prepared lists of participants. Show less

    • Financial Services
    • 1 - 100 Employee
    • Frontline Underwriter/ Licensed Property & Casualty Insurance Professional
      • Oct 2005 - Mar 2012

      • Issued and adjusted Homeowners, Auto, Valuable Personal Property policies utilizing 17 Agent and Producer Licenses. • Acquired and applied expert knowledge of products, services, and processes while proactively reviewing accounts with members to retain and educate them about available products and services. • Reviewed accounts with members in order to secure their financial futures through relationship building; making certain their assists were secured. • Maintained financial security of USAA through underwriting risks. • Serviced all aspects of personal lines insurance policies from binding coverage, rewriting, and canceling policies. • Recognized life events and gaps in coverage-directing membership to the correct enterprise to obtain additional products or services. • Provided guidance to less experienced coworkers by teaming up with management and assessing the various needs of each peer by connecting to their calls and identifying and addressing opportunities with clear and concise direction and information. • Achieved 100% Complaint resolution and member retention through identifying areas of communication failure in the department and taking the time to listen to members; understanding what is important to them and connecting our services to meeting their needs while emphasizing their individual value to USAA. • Continuously adhered to regulatory compliance policies and enterprise procedures. Show less

    • Norway
    • 1 - 100 Employee
    • General Manager
      • Dec 2003 - Oct 2005

      • Increased guest production by more than 100% each month by getting referrals from new members, setting appointments, handling incoming phone inquiries, actively working the appointment book, and giving guess passes. • Personally sold more than 300 check draft memberships in first 12 months by evaluating needs and goals of guests, creating excitement and commitment, explaining the prices and programs, overcoming objections, and comprehensive knowledge of all member agreements. • Interviewed, hired, trained and developed staff members. • Responsible for all HR functions including timecard and payroll compliance and accuracy. • Facilitated and scheduled staff meetings. • Responsible for accuracy and reconciliation of daily Gross, Traffic Control, and Projection reports. • Facilitated over 300 Figure Analysis appointments within first 12 months. • Personally trained and coached more than 300 members the accurate use of all Curves exercise equipment with the highest levels of safety standards. • Lead and directed Curves Weight Management classes. • Comprehensive working navigation and utilization of Curves International, Curves Community, and Ideas In Action websites. • Comprehensive knowledge of member transfer-in and transfer out procedures. • Responsible for processing member dues, drafts, cash and credit card payments. • Responsible for budgeting and inventory of all Curves retail products. Show less

    • Real Estate
    • 1 - 100 Employee
    • Accounting Specialist
      • Jul 2001 - Dec 2003

      Accounts Receivable. Data Entry. Create, enter, and post check batches. Daily bank deposits. Customer service to all Escrow Officers for losses and overcalls. Daily cash applications. Accounts Receivable. Data Entry. Create, enter, and post check batches. Daily bank deposits. Customer service to all Escrow Officers for losses and overcalls. Daily cash applications.

Education

  • AICPU
    Professional Course Work
    2009 - 2011
  • De Anza College
    Independent Courses
  • Evergreen Valley College
    Independent Courses

Community

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