Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Katelyn East

Marlborough,MA

Summary

Dynamic Licensed Account Manager with a proven track record at AssuredPartners, excelling in policy processing and risk management. Recognized for enhancing workflow efficiency and achieving top performance metrics. Adept at cross-selling and maintaining meticulous records, demonstrating strong attention to detail and exceptional customer service skills.

Overview

5
5
years of professional experience
1
1
Certification

Work History

Licensed Account Manager

AssuredPartners
Natick, MA
11.2024 - Current
  • Provided assistance with billing inquiries, payment processing, and customer service issues.
  • Ensured compliance with all federal, state, local laws and regulations regarding insurance practices.
  • Advised clients on their insurance needs and coverage options based on individual requirements.
  • Responded promptly to customer inquiries via phone calls or emails in a professional manner.
  • Maintained accurate records of client information including contact details and policy changes.
  • Processed policy changes, renewals, cancellations, claims and other related paperwork accurately and timely.
  • Identified opportunities for cross-selling additional policies or services to existing customers.

Account Coordinator

AssuredPartners
Natick, MA
07.2024 - 11.2024
  • Identified opportunities for process improvement within the customer service department.
  • Sorted the incoming mail and distributed it to the appropriate employees.
  • Managed daily office operations and maintenance of equipment, ensuring efficient office workflow.
  • Developed policies and procedures related to administrative operations.
  • Scanned documents into digital formats for storage on shared drives or emailing purposes.
  • Answered incoming calls from customers or prospects and routed them to appropriate personnel.

Operations Assistant

The Counseling & Psychotherapy Inc.
Needham, USA
03.2024 - 07.2024
  • Manages special projects to support the business process.
  • Increases efficiency by developing and implementing new processes, and providing administrative support to the Director.
  • Prepared a policies and procedures manual to ensure compliance with corporate guidelines.
  • Collaborates effectively with cross-functional teams to achieve shared goals in a timely manner.
  • Drafts common document templates to reduce the time spent creating documents from scratch.
  • Assists directors in decision-making processes based on thorough research and analysis of available data.
  • Coordinates travel arrangements to ensure timely arrivals and seamless experiences for the director and executives during business trips.

Office Assistant

The Counseling & Psychotherapy Center
Needham, MA
09.2023 - 03.2024
  • Prepared various reports in Word, Excel, and PowerPoint.
  • Developed administrative procedures to streamline office functions.
  • Developed a departmental filing system, resulting in easy access to critical information.
  • Photocopied/faxed documents, prepared UPS mail, and maintained files and supplies.
  • Engaged in special research projects using the Internet.
  • Placed service requests for maintenance issues.
  • Open and allocate mail to the appropriate department.
  • Prepare FedEx and outgoing mail.
  • Order office supplies and coordinate repair services for the copy machine, fax, and printers.

Casualty Processor

Liberty Mutual
Plano, USA
04.2022 - 10.2023
  • Utilized strong analytical skills to identify potential risks for claims in litigation.
  • Handled sensitive client information while maintaining strict confidentiality standards according to company guidelines.
  • Reduced claim processing time with diligent follow-ups and effective communication between client attorneys, and adjusters.
  • Maintained a strong knowledge of basic medical terminology to better understand services and procedures.
  • Generated, posted, and attached information to claim files.
  • Identified issues, analyzed information, and provided solutions to problems.

Licensed Case Processor

Goosehead Insurance Agency
Westlake, USA
03.2021 - 02.2022
  • Ranked as a Top 15 employee in 2021.
  • Processed an average of 1,600 cases per month, while remaining a consistent top producer.
  • Implemented new workflows to streamline the processor role, resulting in improved performance metrics.
  • Supported team members in their tasks, contributing to overall team success.
  • Assisted in training new team members on company policies, procedures, and best practices for successful integration into the team.

Licensed Service Agent

Goosehead Insurance
Westlake, TX
11.2020 - 03.2021
  • Investigated and resolved accounting, service, and delivery concerns.
  • Liaised with insurance carriers to resolve billing errors and discrepancies.
  • Maintained accurate records of customer interactions, transactions, and policy changes to ensure seamless service delivery.
  • Modified, updated, and processed existing policies.
  • Cross-sold additional insurance products to existing clients, effectively increasing overall revenue for the agency.
  • Provided administrative support to all sales agents.

Education

Bachelor of Science - BS - Criminal Justice

Texas State University
TX
01.2020

Bachelor of Arts - BA - Criminal Justice

Franklin Pierce University
NH
01.2018

Skills

  • Microsoft Office
  • Workflow Optimization
  • Research skills
  • Risk Management
  • Data entry
  • Attention to detail
  • Policy processing
  • Data entry accuracy
  • Process improvement
  • Manage renewals

Certification

  • MA Property & Casualty License

Timeline

Licensed Account Manager

AssuredPartners
11.2024 - Current

Account Coordinator

AssuredPartners
07.2024 - 11.2024

Operations Assistant

The Counseling & Psychotherapy Inc.
03.2024 - 07.2024

Office Assistant

The Counseling & Psychotherapy Center
09.2023 - 03.2024

Casualty Processor

Liberty Mutual
04.2022 - 10.2023

Licensed Case Processor

Goosehead Insurance Agency
03.2021 - 02.2022

Licensed Service Agent

Goosehead Insurance
11.2020 - 03.2021

Bachelor of Science - BS - Criminal Justice

Texas State University

Bachelor of Arts - BA - Criminal Justice

Franklin Pierce University

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Katelyn East