Open to opportunities

Kharim Barthson

@kharimbarthson

I manage accurate, compliance-ready client records across financial services, CRM workflows, and remote customer operations.

United States

Message

What I'm looking for

I'm seeking entry-level data, finance, administrative, IT support, or cybersecurity-transition roles where I can apply accurate documentation, sensitive-data handling, remote operations, and developing technical skills.

I've managed applicant and client records across Family First Life, Central Mortgage Funding, and Primerica, supporting insurance, loan-processing, and policy-servicing workflows. I verify sensitive information, maintain compliance documentation, and guide clients through coverage and loan requirements using CRM, e-application, and internal systems.

I'm building technical capability through CompTIA Security+ studies, Python, Linux, networking, and cybersecurity labs while bringing 7+ years of disciplined documentation, data accuracy, and B2B/B2C communication to data, IT support, and cybersecurity-transition work.

Experience

Work history, roles, and key accomplishments

Current

Senior Life, Accident, & Health Specialist

Current

Family First Life

Aug 2024 - Present (2 years 1 month)

Manage end-to-end applicant records from lead intake through policy activation using CRM and e-application platforms. Guide B2C clients through needs-based consultations, negotiate suitable coverage solutions, and build long-term relationships.