Kim Boehm

Kim Boehm

Client Services @ TD Ameritrade

About Kim Boehm

Kim Boehm works in Client Services at TD Ameritrade and as an Underwriting Services Specialist at Zurich Insurance in the Greater Omaha Area.

Current Role at TD Ameritrade

Kim Boehm is currently serving in the Client Services department at TD Ameritrade. Based in Omaha, Nebraska, Kim has been with the company since 2018. In this role, Kim is responsible for addressing client inquiries and ensuring customer satisfaction. This position involves direct interaction with clients, resolving their issues, and providing relevant information about the company's financial products and services.

Position at Zurich Insurance

Since 2006, Kim Boehm has been working as an Underwriting Services Specialist at Zurich Insurance in the Greater Omaha Area. This role focuses on underwriting processes and involves a high level of detail in assessing and approving insurance applications. Kim's responsibilities include evaluating applications, determining risks, and ensuring adherence to industry regulations. This position is critical in maintaining the integrity and profitability of the company's insurance operations.

Professional Background in Client Services

With extensive experience in client services, Kim Boehm has developed a comprehensive understanding of customer relations and service excellence. At TD Ameritrade, Kim's role involves direct communication with clients to resolve their issues and provide assistance with financial services. This experience has equipped Kim with strong problem-solving and communication skills, essential for managing client relationships effectively.

Underwriting Expertise at Zurich Insurance

In the role of Underwriting Services Specialist at Zurich Insurance, Kim Boehm brings a wealth of expertise in insurance underwriting. Kim's duties include detailed assessment of insurance applications, risk evaluation, and policy approval. This position demands keen analytical skills and an in-depth knowledge of insurance practices, which Kim has honed over years of dedicated service in the industry.

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