Kasey Watson

Director Of Operations at IFS Insurance and Financial Services
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Contact Information
us****@****om
(386) 825-5501
Location
Spokane, Washington, United States, US
Languages
  • English -
Skills

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Bio

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5.0

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Kathleen Vaillancourt

Kasey is a detailed client oriented account manager. She continues to impress me in her ability to manage clients expectations and meet them. She is an advocate for her clients and works extremely hard.

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Credentials

  • Insurance Agent, Accident, Health, Life, Variable Life & Variable Annuities
    Washington State Office of the Insurance Commissioner
    Jun, 2019
    - Nov, 2024
  • Insurance Agent, Accident, Health, Life, Variable Life & Variable Annuities
    California Department of Insurance
    Apr, 2012
    - Nov, 2024

Experience

  • IFS Insurance and Financial Services
    • United States
    • Insurance
    • 1 - 100 Employee
    • Director Of Operations
      • Aug 2007 - Present

  • IFS Agency
    • San Jose, CA
    • Director of Relations & Development
      • Aug 2007 - Present

      I provide highly-valued consulting support and continued guidance on current business and market trends to clients by collaborating with vendors and business partners to identify the best opportunities and solutions for the ever changing insurance market. Consulting services include full employee benefits portfolio analysis, annual renewal review (benefits and cost analysis and alternate options), employee/benefits handbook, assistance with ACA compliance (1094/1095, form 5500, PCORI, etc), employee and employer benefit education and many more services . Knowledgeable in fully insured, self insured and Global benefits. Show less

  • IFS, Insurance & Financial Services
    • Licensed Insurance Agent
      • Aug 2007 - Present

      Quote and recommend prodcuts based on the clients needs and wants.

    • Account Manager & Claims Service Rep.
      • Aug 2007 - Aug 2007

      August 2007- Current *Maintain business through customer service via email, phone and person to person meetings *Create financial reports and annual premium reviews for each client company*Find resolutions to problems with billing, enrollment and claims issues

  • San Jose State University
    • United States
    • Higher Education
    • 700 & Above Employee
    • Student Assistant
      • Aug 2005 - Oct 2006

      Customer Service, advising students on SJSU admissions process. Customer Service, advising students on SJSU admissions process.

Education

  • Evergreen Valley College
    Business Admin-In process, Business Admin & HR Management
    2011 - 2014
  • San Jose State University
    Business Administration, Spanish, Accounting
    2005 - 2009

Community

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