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Kim Hoppens

Kim Hoppens

Manager Operations

Followers of Kim Hoppens248 followers
location of Kim HoppensMesa, Arizona, United States

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  • Timeline

  • About me

    Practice Manager | Customer Service | Financial Services | Insurance

  • Education

    • Texas Woman's University

      1989 - 1991
      BS History

      Activities and Societies: Phi Kappa Phi

  • Experience

    • HD Vest Financial Services

      May 1992 - Feb 2018
      Manager Operations

      A customer-focused leader with experience building and developing highly functional support teams. Managed insurance case managers and processors, licensing support, commissions processing, document control and facilities departments. Facilitated smooth outsourcing of back office support for underwritten insurance business which resulted in cost savings of $1.2 million and increased revenue. Built collaborative teams to improve processes and communication between operations and compliance divisions which improved overall service to Advisors and team member morale. Show less

    • Affinity Wealth Advisory Group

      Jul 2018 - now
      Practice Manager

  • Licenses & Certifications

    • CLU, ChFC, FLMI, AALU, CDFA

      The American College

    • Series 7, 63, 24

      FINRA (Financial Industry Regulatory Authority)

  • Honors & Awards

    • Awarded to Kim Hoppens
      Life and Health Insurance Administrator of the Year -