1. KRISTA L. KLINE
2156 Cherry Valley Road 717-503-9204
Millerstown, Pennsylvania 17062 kristakline21@gmail.com
Summary of Qualifications
An accomplished account management professional with the ability to communicate professionally,
concisely, and effectively with internal and external customers. Highly knowledgeable of carrier medical
and administrative guidelines. Strong organizational and planning, problem-solving skills.
Professional Experience
Senior Case Manager, MET Account January 2011 - present
Crump Life Insurance Services, Harrisburg, PA
• Single point of contact to MET Life Producers, developing a relationship that goes beyond the simple
case management role.
o Manages an average of 150 concierge type formal and informal applications, with face
amounts up to $40 million.
o Go-To-Person for problem resolution among licensing, commissions, marketing, and sales to
ensure expedited processing of cases. Allowing producer to focus on sales and not problem
management.
o Understands the importance of up-selling and other than applied for cases. Partners with
sales team to provide an alternative solution prior to communicating the offer to the
producer.
o Attends bi-weekly underwriting training classes with an underwriting mentor, to better help
learn and understand the underwriting skills and process.
o Currently participating in an underwriter shadowing program, where the first review is
completed individually by me, with a second review by a seasoned underwriter. This allows
for live case training and better ownership on the case.
Senior Case Manager July 2009 – January 2011
AXA Network, Harrisburg, PA
• Answer and process over 100 calls/emails per day from agents and insurance carriers
• Coordinate efficient problem resolution among various internal departments including licensing,
commissions, marketing and sales to ensure expedited processing of AXA Equitable premier cases
• Managed case load of 100-200 cases coordinating all requirements for completeness and
expedited delivery resolving all issues with multiple carriers while maintaining integrity of each
case. Order illustrations, inspection reports, APSs and all outstanding requirements as needed.
• Assisted with training new associates within the Department.
Senior Case Manager – Independent DSO November 2007 – April 2009
Phoenix Home Life Insurance Company, Hartford, CT
Provide case management and proactive service through full policy lifecycle for all Phoenix products
within BGA DSO. (Case load of 25-30 cases from specific BGAs)

2. KRISTA L. KLINE
2156 Cherry Valley Road 717-503-9204
Millerstown, Pennsylvania 17062 kristakline21@gmail.com
• Reviews all incoming applications and request for insurance (RFI) for accuracy and completeness.
Troubleshoots all licensing, incomplete applications and cases requiring special processing to
prepare applications for risk assessment and underwriting.
• Coordinates all outstanding requirements including medicals, APSs, and required financials for
assessment and underwriting. Deals directly with BGAs to expedite resolution and follow up for
timely contracts issue and policy delivery.
• Process complex financials and requirements during full policy lifecycle including but not limited
to policy re-writes, payments, in-force illustrations, contract amendments and claims support.
• Proactively reach out to new producers to resolve licensing and provide tutorials in Phoenix
products, requirements and process to ensure timely case management and policy issue.
Senior Case Manager May 2001 – November 2007
The Potomac Group (BISYS Insurance Services/Crump), Harrisburg, PA
Provide case management and proactive service to independent brokers and agencies through
application process and policy delivery.
• Managed case load of 75-100 premier cases coordinating all requirements for completeness and
expedited delivery resolving all issues with multiple carriers while maintaining integrity of each case.
Order illustrations, inspection reports, APSs and all outstanding requirements as needed.
• Train all new employees joining team including complete training for new case managers on various
workflows required for each carrier and internal processing within MGA. Function as Team Leader as
needed.
• Answer and process over 100 calls per day from agents and insurance carriers.
• Case manage specific premier accounts for BGAs (100+ agents) and single major producers with
large cases requiring special attention.
• Coordinate efficient problem resolution among various internal departments including licensing,
commissions, marketing and sales to ensure expedited processing of Potomac premier cases.
• Promoted from Case Manager within BISYS Insurance Services where previously managed 400+ term
life, UL, WL, VUL and Survivorship cases from $50K to $5M.
• Selected as Production Coordinator for proprietary and exclusive Life Solutions Program.
References
Available upon request.