Katherine Tanner
Houma,LA
Summary
Dynamic and detail-oriented professional with a proven track record at USI Insurance Services LLC, adept at policy management and data organization. Excelled in roles requiring hardworking team collaboration and goal-oriented focus. Demonstrated leadership at Misuraca Orthodontics, enhancing team efficiency and applicant management. Skilled in customer service and team supervision, achieving significant operational improvements.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Account Representative
USI Insurance Services LLC
Houma, LA
07.2024 - Current
- Communicated policy changes between insureds, carrier agents, and third parties, promptly.
- Processed changes in policies, such as additions, cancellations, or renewals, while also generating numerous necessary forms.
- Corresponded with insured or agent to obtain information or inform of account status or changes.
- Entered and organized data by using spreadsheets, databases, and other computer systems, accurately and efficiently.
Lead Orthodontic Assistant/Front Office Staff
Misuraca Orthodontics
Prairieville, LA
03.2021 - 07.2024
- Assisted the orthodontist in explaining treatment, performing procedures, delivering appliances, processing payments, and alleviating any anxieties regarding treatment.
- Demonstrated clear communication within the practice, and organized contact for over 800 applicants, and oversaw the hiring process.
- Supervised a team of orthodontic assistants and provided guidance to ensure adherence to policies and procedures.
Manager
Party Playground
Baton Rouge, LA
04.2017 - 04.2020
- Directed inventory, recruitment, hiring, and training of new staff members.
- Scheduled appointments, coordinated party execution from start to finish, and managed and delegated tasks to co-workers.
- Received and processed payments for events and handled any discrepancy with the utmost customer service.
Education
Humanities And Social Sciences - Communication Studies With A Minor in Psychology
Louisiana State University
Baton Rouge, LA12-2023
Skills
- Goal oriented
- Hardworking
- Detail-Oriented
- Determined
- Team Player
- Trustworthy
Volunteer Experience
- Habitat for Humanity - 2023
- Volunteer Ascension - 2023
- Real World Service Group - 2016, 2017, 2018
Certification
- Louisiana State Insurance License
References
References available upon request.
Timeline
Account Representative
USI Insurance Services LLC
07.2024 - Current
Lead Orthodontic Assistant/Front Office Staff
Misuraca Orthodontics
03.2021 - 07.2024
Manager
Party Playground
04.2017 - 04.2020
Humanities And Social Sciences - Communication Studies With A Minor in Psychology
Louisiana State University
Similar Profiles
Carrie JowellCarrie Jowell
Senior Account Executive at USI Insurance Services LLCSenior Account Executive at USI Insurance Services LLC
Chris SwensenChris Swensen
Executive Vice President/P and C Practice Leader at USI Insurance Services LLCExecutive Vice President/P and C Practice Leader at USI Insurance Services LLC
Maria BushMaria Bush
Claims Consultant II at USI Insurance Services LLCClaims Consultant II at USI Insurance Services LLC
Kaleb BouchardKaleb Bouchard
Senior Software Engineer at USI Insurance Services LLCSenior Software Engineer at USI Insurance Services LLC
Angelle DuplantisAngelle Duplantis
Daycare Floater at Giggles And Grins Daycare CenterDaycare Floater at Giggles And Grins Daycare Center