Holly Turner joined KBM Consulting in 2022 as an Underwriting/Case Manager and Client Services Consultant. She has over 22 years of experience in the financial services industry. She has spent most of her career working for a Fortune 500 Company which was Pacific Life. Holly is a highly motivated individual and during her years at Pacific Life, she was promoted three times. She worked closely with the Director of Underwriting and supported the top M Group offices in the country. Her specialty consisted of large case underwriting and professional athletes in the MLB, MBA, NHL, and NFL. Additionally, she served 5 years as the Senior Business Inforce Service Specialist processing a variety of and auding policy changes, assessing business procedures and improving new methods and procedures for the client services department.
Holly’s experience also consists of working for an M Financial Group firm providing case management and underwriting support. She has a diverse background given she has extensive experience in client services, contracting and licensing.
As an Underwriting, Case Management and Client Services Consultant, Holly understands the ability to be proactive and expediting the stages of underwriting given her past employment with an insurance carrier and an M Financial Group firm. Her ability of understanding a carrier’s underwriting assessment and viewpoint is critical when negotiating underwriting offer. Her ability to understand a variety of areas in the industry is such an asset to KBM.
Holly has a Bachelor of Science Degree in Business Administration. In addition, she holds two LOMA designations; ACS (Associate Customer Service) and ALMI (Associate, Life Management Institute). Holly is currently pursuing her insurance license in life, accident, health, and disability.
Holly resides in Arizona with her fiancé, where she enjoys hiking, paddle boarding and relaxing by the pool during the summer months.