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Kelly J. Wagner

Kelly J. Wagner

Senior Client Manager, Individual Insurance

Kelly joined The Bensman Group in 2014 assisting the Employee and Corporate Benefits Department in implementing a new database management system.  In 2015, Kelly filled the Client Service Representative position in the Individual Insurance Department and shortly after became licensed in life and health insurance. Her enjoyment in learning has cultivated her knowledge in life, disability and long-term care insurance, and in 2016 Kelly was promoted to Senior Client Manager of the Individual Insurance Department.

In her current position, Kelly handles policy changes and develops opportunities for new insurance, and aids in the submission of new business. In addition, Kelly is a key member of The Bensman Group’s Epic Committee which helps manage the effective and efficient use of our Agency Management System.

Education, Designations, Licenses, and Organizations
Kelly graduated cum laude from Bradley University earning a B.S. in Business Management with a concentration in Entrepreneurship.

Kelly holds Investment Company Products/Variable Contracts Limited Representative (Series 6).

Personal
Kelly lives in Grayslake, and enjoys volunteering for Grace to Share Food Pantry and Ronald McDonald House Charities, among other organizations.  Kelly also enjoys traveling, running and spending time with family and friends.