Katelyn Potter
Brooklyn
Summary
Experienced professional with a background in client management, account services, and cross-functional team collaboration. Seeking a Personal Assistant role to leverage exceptional organizational skills, communication expertise, and leadership abilities to efficiently support executives and teams.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Commercial Lines Account Manager
RSS Insurance
07.2023 - 02.2025
- Effectively communicated with clients, addressing questions and providing timely assistance, creating strong professional relationships
- Managed the collection and organization of accounts receivable while maintaining accurate records and follow-ups
- Trained and supported new team members on industry coverage, procedures, and best practices
- Organized and marketed policy renewals, maintaining a high level of client satisfaction
- Maintained consistent knowledge of industry products and attended continuous education events to increase product knowledge.
Select Primary Account Manager
TrueNorth Companies
10.2022 - 07.2023
- Managed mid-market accounts, including small fleet trucking, ensuring accurate account data and reporting
- Coordinated and maintained all account-related documents and communications, providing a seamless experience for clients
- Created detailed case management systems to improve internal workflow and accountability
- Trained staff on insurance coverages and operational procedures, improving team efficiency and client service
- Managed time-sensitive tasks such as premium collection and marketing, ensuring deadlines were met without sacrificing quality
Senior Account Manager
Reliance Partners
07.2020 - 10.2022
- Coordinated all aspects of client services, including reviewing contracts, creating formal proposals, and conducting presentations
- Played a key role in the creation of the Usage-Based Insurance Division, handling administrative functions such as policy creation, marketing, and client communications
- Worked cross-functionally to ensure project goals were met, contributing to a 300% YoY growth rate in the new division
- Provided personalized service to clients, ensuring a high level of satisfaction and resolving issues quickly and effectively
- Worked with underwriters and actuaries to develop strategic business and account plans
Commercial Lines Account Manager
Sunbelt Insurance
11.2018 - 07.2020
- Managed accounts, ensuring all documentation was processed and maintained with accuracy and timeliness
- Coordinated claims follow-up and provided administrative support, ensuring smooth customer service operations
- Managed certificate issuance for all commercial lines accounts, demonstrating attention to detail and strong administrative skills
- Built and maintained a referral program, assisting with client acquisition and retention
Education
Property and Casualty Insurance Licensed -
08.2018
Buckhorn High School - General Studies
Buckhorn High School
Huntsville, AL05.2014
Skills
- Administrative Support
- Calendar management
- Logistics Management
- Strategic Marketing Initiatives
- Document preparation
- Effective Written Communication
- Relationship Management Expertise
- Strategic Task Management
- Effective Verbal Communication
- Quality assurance
- Microsoft Office Suite
- Apple iOS
- Google Workspace
- Zendesk
- Amazon Workspace
- AMS360
- Applied EPIC
Certification
- Licensed Property and Casualty Insurance Agent/Broker - NY Department of Insurance.
Timeline
Commercial Lines Account Manager
RSS Insurance
07.2023 - 02.2025
Select Primary Account Manager
TrueNorth Companies
10.2022 - 07.2023
Senior Account Manager
Reliance Partners
07.2020 - 10.2022
Commercial Lines Account Manager
Sunbelt Insurance
11.2018 - 07.2020
Buckhorn High School - General Studies
Buckhorn High School
Property and Casualty Insurance Licensed -
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