Sign in

Insurance Life

Aliquippa, PA
January 31, 2014

Contact this candidate


Kristin M. Spohn

**** **** ******, *********, ** 15001



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)

Work Experience:

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.

Financial Representative

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.

Financial Counselor

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

1999– 2000

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

Adelphoi Village

1991– 1998

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.

Volunteer Experience:

Alice Paul House

Indiana, PA


Humane Society of Westmoreland County

Greensburg, PA


Graduate/Coaching Assistant

Dale Carnegie Systems

2007 – 2008

Beaver County Humane Society

Monaca, PA


Kristin M. Spohn (2 of 2)

Contact this candidate