Kristin M. Spohn
My mission is to develop long-term relationships with clients. The cornerstone of my success has been exceptional customer
service, beginning with prospective customers. Communication that encompasses education, empathy, and encouragement
leads to the critical component of trust. Trust earns customers, their continued business, and their referrals.
I am comfortable working independently and also working in a team atmosphere. In addition, I can confidently speak to
large groups as I have done so in classroom/training settings and through my background in human resources/group benefits.
Indiana University of Pennsylvania, Indiana, PA Major: Psychology
Bachelor of Arts, 1986-1990 Minor: Criminology
Life, Accident and Health Insurance License Series 6 and Series 63 Securities Registrations (2000 -2012)
Associate Service Operations Specialist Ready Response Team (RRT)
Coventry Health Care (An Aetna Company)
September, 2013 – December, 2013
Conducted audits of member and prospect correspondence for accuracy and CMS (Centers for Medicare &
Medicaid Services) compliance.
Provided constructive and timely feedback regarding said correspondence .
Surpassed production requirements on a consistent basis.
Facilitated team efforts regarding this recently developed position within the Coventry organization .
Associate Director of Corporate Benefits
Jacobson Associates, Inc.
June – October, 2012
Maintained extensive communication with group and individual clients, prospects, and benefit providers.
Compiled accurate employee census data, submitted Requests for Quotes, and developed presentations of group
benefit plan options.
Cultivated relationships with prospective, new, and existing clients, both in the group benefits area as well as within
the individual business division via proactive communication and consistent follow-up.
Provided exceptional customer services, personified through strong interpersonal skills, professional demeanor, and
commitment to excellence.
Ameritas Financial Services of Western PA
Provided comprehensive financial guidance on asset accumulation, protection, and distribution.
Utilized an extensive range of planning vehicles to assist individuals and families. Personalized solutions included
retirement accounts, life insurance, annuities, long-term care insurance, mutual funds, disability insurance, and
education savings accounts.
Developed a customer base of over 500 clients, many of whom have multiple policies/accounts. Geographical range
of clients included Western PA, Ohio, West Virginia, Michigan, Arizona, and New Mexico.
Over $4,000,000 assets under management.
Kristin M. Spohn (1 of 2)
Licensed Healthcare Telemarketing Representative
October, 2010 through March, 2011, and September, 2011 through January, 2012
Assisted callers in determining eligibility for Medicare Advantage and/or Medicare Supplemental plans.
Educated qualified prospects about the benefits of these additional options and provided specific details on the plan
options available, including features, coverage, and pricing.
As a licensed agent, enrolled interested applicants in the appropriate plan of their choice.
CitiStreet (formerly The Copeland Companies)
Educated and provided ongoing financial/investment guidance to employees of healthcare (i.e. hospitals and nursing
homes) and other non-profit organizations.
Primarily focused on planning for financially secure future through the employer-sponsored retirement plans (either
403(b) plans or 401(k) plans). Provided more comprehensive guidance via annual "Back to Client" reviews,
Personalized Financial Plans, life insurance, Long Term Care insurance, mutual funds, and annuities.
Provided on-site representation to over 10 geographically separate cases and close to 1,000 clients throughout
Allegheny, Beaver, and Westmoreland Counties.
Presented formal overview of retirement plan to new employees during Orientation.
United States Census Bureau
Actively recruited qualified individuals to conduct 2000 U.S. Census.
Secured appropriate testing locations throughout Westmoreland County.
Communicated employment opportunities via local business owners, agencies, and other organizations.
Administered employment tests to job applicants and evaluated relevant criteria for available positions.
Counselor/Foster Care Caseworker
Developed and implemented individual and group treatment plans for adjudicated youth.
Supervised and evaluated foster youth and families. Provided ongoing training to foster parents.
Submitted extensive documentation of treatment/progress and testified in county family court hearings.
Undertook additional responsibilities as staff trainer for the agenc y.
Alice Paul House
Humane Society of Westmoreland County
Dale Carnegie Systems
2007 – 2008
Beaver County Humane Society
Kristin M. Spohn (2 of 2)