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Kim Alt, seasoned insurance professional, brings extensive experience in benefits administration, risk management, and customer service to the table. As a Relationship Manager at National Professional Planning Group, she successfully managed block of business for large Multiple Employer Plans, facilitated client transactions, and supported client reporting. Prior roles include Retirement Account Manager at Transamerica, Business Operations Manager at ARA Gallery and Interiors, and Benefits Administrator at Mercer and United Fire Group. Kim holds a Bachelor's Degree in Psychology and English from Coe College and is certified in AINS, AU, and HIA.

Credentials

  • AINS (Associate in General Insurance)
    -
  • AU (Associate Underwriter)
    -
  • HIA (Health Insurance Associate)
    -

Experience

    • Relationship Manager
      • Apr 2022 - Present
  • Transamerica
    • Cedar Rapids, Iowa
    • Retirement Account Manager
      • Nov 2018 - Apr 2022
      • Cedar Rapids, Iowa

      * Manage block of business for large Multiple Employer Plan * Respond to inquiries from Clients, Financial Advisors, TPAs and Client Executives * Facilitate, monitor and document client transactions; including payroll, distributions and enrollment needs between internal departments* Order materia...

  • ARA Gallery and Interiors
    • Cedar Rapids, Iowa Area
    • Business Operations Manager
      • Dec 2013 - Apr 2022
      • Cedar Rapids, Iowa Area

      Assist in day to day business operations of high end art gallery and interior design firm.

  • Mercer
    • Iowa City, Iowa Area
    • Benefits Administrator
      • May 2014 - Aug 2015
      • Iowa City, Iowa Area

      *Manage open enrollment processes for clients*Prepare and send benefit enrollment materials to clients*Manage benefits orientation process with client employees*Work as liaison between clients and insurance carriers*Track employee eligibility and communicate enrollment information to insurance ca...

  • United Fire Group
    • Cedar Rapids, Iowa Area
    • Associate Commercial Lines Underwriter
      • Oct 2008 - Dec 2013
      • Cedar Rapids, Iowa Area

      *Reviewed and researched new applicants requesting insurance coverage*Evaluated risks to ensure proper coverage and premiums were in place*Reviewed MVR, credit reports, loss control reports & claim files for risk acceptability*Developed and maintained strong working relationships with assigne...

  • Mercer
    • Iowa City, Iowa Area
    • Benefits Administrator
      • Oct 2003 - Oct 2008
      • Iowa City, Iowa Area

      *Managed implementation process for new clients*Prepared and sent benefit enrollment materials to clients*Managed benefits orientation process with client employees*Worked as liaison between clients and insurance carriers*Tracked employee eligibility and communicated enrollment information to ins...

  • Toyota Financial Services
    • Cedar Rapids, Iowa Area
    • Vehicle Disposition Administator
      • May 1998 - Oct 2003
      • Cedar Rapids, Iowa Area

      *Managed termination process for repossessed vehicle accounts*Worked with vehicle recovery agencies and vehicle auction services on obtaining and disposing of recovered units*Filed insurance claims and applied for extended warranty contract cancellations on recovered vehicles*Sent out post-reposs...

  • GE Capital
    • Cedar Rapids, Iowa Area
    • Dealer Origination Representative
      • Oct 1996 - May 1998
      • Cedar Rapids, Iowa Area
  • Highway Equipment Company
    • Cedar Rapids, Iowa Area
    • Receptionist
      • 1995 - 1996
      • Cedar Rapids, Iowa Area

Education

  • 1989 - 1993
    Coe College

Suggested Services

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Industry Focus. “Insurance”

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