Kim Kaufman

Case Manager

How did you get here?

I came to Columbia in 1990 to attend Mizzou and pursue a degree in Nursing. My husband Jeff came to work with the company in 1990 and we met through mutual friends. After having our children, Cooper and Ellie, I decided to leave the nursing field in 2001. My career at SBS/SMS began as Jeff’s assistant and as part time recruiter for our intern program. Over the years my job has evolved into case management for our life and annuity divisions.

What is your favorite part of working at SMS?

I love meeting new agents every day from all over the country. I also love working one on one with clients to help protect and grow the wealth they have worked hard to accumulate over the years.

What do you like to do in your spare time?

I love to play golf, read, travel with our daughter’s competitive softball team and spend time at the Lake of the Ozarks.

What can you help agents with?

As case manager in our life and annuity department, I assist the agent in building cases to fit their client needs. This includes assessing their portfolios, health status and retirement goals. I follow the cases through underwriting and make sure that clients are getting the best coverage with A+ rated companies.

What should your job title be?

The Candy Lady” I have seasonal candy ready for agents and clients when they walk through the door!