Life Insurance Case Manager
Kim manages Shepherd’s life insurance division providing assistance and knowledge on current cases. Complex case design, underwriting issues and quotes fall into her area of expertise. As a Shepherd benefits 401(k) administrator, she also administrates Shepherd’s 401(k) enrollments, terminations, and participant questions.
From 2011 to 2014, Kim assisted our financial services division. Providing plan and investment reviews, assisting clients with 401(k) annual required notices, coordinating paperwork required for new accounts with our broker-dealer, and assisting our clients with a variety of requests. Prior to joining the Shepherd team in 2011, Kim served as a new business underwriting/case design analyst at Mack Financial Group, and Conseco. She also has four years as a corporate trust administrator/officer in the banking industry under her belt.
An alum of Purdue University, Kim and her husband Alex have enjoyed spending time with sons Nicholas and his wife Kasey, Kyle, and Michael and their yellow lab named Ellie. Additionally, the family finds peace and enjoyment as members of Grace Church.
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