Kelly Cook

Carrier and Licensing Administrator at The Horton Group
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Contact Information
us****@****om
(386) 825-5501
Location
Northfield, Minnesota, United States, US
Skills

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Bio

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Credentials

  • Certified M&A Integration
    PRITCHETT, LP
    Sep, 2014
    - Nov, 2024

Experience

  • The Horton Group
    • United States
    • Insurance
    • 300 - 400 Employee
    • Carrier and Licensing Administrator
      • Sep 2023 - Present

      Manage carrier logins, agency codes, and contacts; process appointments; member of legal/accounting team, reporting to General Counsel/VP. 100% remote team member. Manage carrier logins, agency codes, and contacts; process appointments; member of legal/accounting team, reporting to General Counsel/VP. 100% remote team member.

  • TrueNorth Companies, L.C.
    • United States
    • Insurance
    • 200 - 300 Employee
    • Licensing Manager
      • Oct 2021 - Sep 2023

      Manage and direct the activities of the licensing department as a 100% remote employee: •Licensing: Manage and conduct the licensing/registration process for producers and staff throughout the producer lifecycle requiring critical thinking and extreme attention to detail; accurately review, summarize, and understand all applicable laws and regulations across all states governing the licensing and registration of all of TrueNorth and related entities in P/C, L/A/H, and SL, totaling 500 NPNs… Show more Manage and direct the activities of the licensing department as a 100% remote employee: •Licensing: Manage and conduct the licensing/registration process for producers and staff throughout the producer lifecycle requiring critical thinking and extreme attention to detail; accurately review, summarize, and understand all applicable laws and regulations across all states governing the licensing and registration of all of TrueNorth and related entities in P/C, L/A/H, and SL, totaling 500 NPNs equating to approximately 5,000 licenses; SME/product owner for Rhoads Online PCRM licensing software with primary responsibility for maintaining data integrity and sole trainer on system usage; develop workflows and standard agency practices; respond to licensing inquiries from leadership and carriers; serve as escalation point for background checks/disclosures; function as carrier agency administrator for over 250 carriers/markets; reconcile department expenses; manage CE registration process; host bimonthly new hire onboarding sessions virtually; contract negotation; vendor relationship management; member of SILA •Department Manager: Assign work to and regularly meet with two direct reports, conduct annual reviews, and manage all HR-related activities including hiring, onboarding/training, and terminations; travel to headquarters quarterly; created and implemented department backup schedule to ensure no single point of failure for team’s responsibilities •M&A: Responsible for onboarding new agencies, agents, and staff acquired through M&A activity; offboard divesting agencies

    • Licensing Specialist/Agency Administrator
      • Nov 2017 - Nov 2021

      Led the implementation of new licensing software, moving from a sunset program to PCRM; managed resident and nonresident initial applications and renewals; processed CE/designation registrations and tracked CE compliance; facilitated fingerprinting process; assisted with prelicensing education/exam prep; carrier access including creating usernames/passwords, troubleshooting on behalf of operations staff across agency while functioning as agency administrator; documented processes and procedures

  • Ruffalo Noel Levitz
    • United States
    • Higher Education
    • 700 & Above Employee
    • Executive Assistant/Integration Manager/Corporate Program Manager
      • Sep 2014 - Oct 2017

      Integration manager for largest acquisition in the history of this higher education enrollment management and fundraising organization; coordinated 60-day CRM and 90-day ERP implementations; finance department executive assistant and program manager; manage internal communications, email distribution lists, and organizational charts for 800+ employees Integration manager for largest acquisition in the history of this higher education enrollment management and fundraising organization; coordinated 60-day CRM and 90-day ERP implementations; finance department executive assistant and program manager; manage internal communications, email distribution lists, and organizational charts for 800+ employees

  • RuffaloCODY
    • Cedar Rapids, Iowa, United States
    • Administrative Manager
      • Sep 2013 - Aug 2014

      Supervised administrative support staff, assistant to enrollment management division president, contract management, event planning, sales support, project management Supervised administrative support staff, assistant to enrollment management division president, contract management, event planning, sales support, project management

  • Sales Assistant/Virtual Assistant
    • Sales/Virtual Executive Assistant - Property/Casualty Insurance Industry
      • Mar 2002 - Sep 2013

      Completed sales reports; email, calendar, and travel management; expense reporting; drafting correspondence; corresponding with C-level executives for M&A activities Completed sales reports; email, calendar, and travel management; expense reporting; drafting correspondence; corresponding with C-level executives for M&A activities

  • Wipfli
    • United States
    • Business Consulting and Services
    • 700 & Above Employee
    • Office Manager
      • Jul 1995 - Mar 2002

      Managed day-to-day administrative operations of this regional CPA firm (top 20 U.S. firm); reported to Partner-in-Charge; supervised staff of 12 with department responsibilities including processing financial statements, corporate and individual tax returns, financial audits, compilations, and reviews; regional HR representative; purchasing and facility management; leader of administrative services committee; assist with M&A activities for new administrative staff; managed office relocation Managed day-to-day administrative operations of this regional CPA firm (top 20 U.S. firm); reported to Partner-in-Charge; supervised staff of 12 with department responsibilities including processing financial statements, corporate and individual tax returns, financial audits, compilations, and reviews; regional HR representative; purchasing and facility management; leader of administrative services committee; assist with M&A activities for new administrative staff; managed office relocation

Education

  • University of Wisconsin-Eau Claire
    Administrative Management Program
  • Wisconsin Indianhead Technical College
    Associate's degree, Administrative Assistant/Secretarial Science, General
    1988 - 1990
  • Hayward High School, Hayward, WI
    General diploma, General Studies
    1985 - 1988

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