Underwriting and Case Management
Annisa Baksh-Xhidra joined KBM Consulting LLC in April 2024. She has over seven years of experience working in the financial services and insurance industry. Annisa began her career in the long-term care and life insurance arena given it was where she found a passion working with high-net-worth individuals and families. Annisa has extensive knowledge in file underwriting, case management, client services, licensing and contracting. Annisa has a dynamic background due to her perspective of working with a registered investment advisory firm and family office.
As an Underwriting and Case Management Consultant, Annisa provides tailored services catering to reach client satisfaction. Her commitment to increase productivity and policy placement while providing an enhanced customer experience are important attributes she holds in the highest regard. Annisa has a desire to build relationships with new clients by helping them realize their goals through comprehensive life insurance planning while providing white glove client service. She believes in providing tailored and honest services for each relationship by leveraging the breadth and depth of what it means to be a part of the KBM Consulting team.
Annisa graduated from Queens College with a Bachelor’s Degree in Business Administration. She is currently pursuing her Life, Accident & Health insurance license. She resides in Brooklyn and enjoys spending time with family, trying new restaurants, going to the gym, and reading in her spare time.