Underwriting & Case Management
717-435-8144 x1018
kmalady@kbmconsultingllc.com
Kris joined KBM Consulting in 2022 with more than 28 years of experience working in the in the insurance industry. She has been primarily responsible for the various facets of new business processing specifically with individual life, annuities, disability, long-term care and financial planning. Whether it’s the initial sales phase to policy issuance, review and placement, each case is an opportunity for quality care.
As a licensed producer, her career has consisted of assisting both advisors and their clients with custom, cutting edge product tools and resources, competitive analysis, and product marketing. She has facilitated the implementation of product-centric strategies that meet each client’s individual needs and utilized her product knowledge to educate clients.
As a previous Data Manager she has learned the aspects of various CRMs and was the Salesforce Regional Champion for 10 offices. Additionally, she has extensive experience with Advisors Assistant, Agencyworks, and SmartOffice. She has assisted with Commission AP/AR reporting and Key Performance Indicators. Given her years of experience in the industry, she has gained the product knowledge, proactiveness and the high level of service that helps her assist the needs of working with high-net-worth clientele.
In her free time, Kris is also a multi-published best-selling author. This secondary career has allowed her to learn multiple skill sets in the publishing industry. It has increased her social media marketing skills, web design, and given her a wider perspective into the blogosphere, as well as the advantages it has provided to utilizing the written word in all its proficiency. She enjoys reading, writing, and spending time with her husband, children, grandchildren and two rescue hound dogs.