Katherine (Katie) Palms
Weatogue,CT
Summary
Developed strong analytical, customer service and decision-making skills in dynamic insurance environment. Leveraged expertise in risk assessment and policy evaluation to deliver comprehensive solutions. Seeking to transition into new role with greater focus on client management and business development.
Overview
4
4
years of professional experience
Work History
Personal Lines Underwriter
Travelers
04.2023 - 12.2025
- Evaluated personal insurance applications for coverage eligibility and risk assessment.
- Collaborated with agents to gather necessary documentation and clarify underwriting requirements.
- Analyzed client information to determine appropriate policy terms and conditions.
- Implemented underwriting guidelines to ensure compliance with company standards.
- Acted as a liaison between underwriting and sales departments, fostering strong communication channels to facilitate seamless policy issuance.
Business Rotational
Endress + Hauser
08.2022 - 01.2023
- Reconciled monthly purchases with payment accounts; created a training document for the process.
- Categorized all expenses into AI system for automated tracking.
- Utilized SAP to solve over 200 tickets in company’s system for purchase orders within indirect and direct spending.
Capstone College Project
Stonehill College
01.2022 - 05.2022
- Completed analysis of WB Mason's website and product offerings.
- Presented recommendations to WB Mason's marketing team, including optimizing search engine, redesigning product layout, and adding new product information.
Education
Bachelor of Science - Business Administration
Stonehill College
Easton, MA05.2022
Skills
- Interpersonal Communication
- Critical Thinking
- Written Communication
- Problem-Solving
- Cultural Awareness
- Public speaking
- Coverage determination
Timeline
Personal Lines Underwriter
Travelers
04.2023 - 12.2025
Business Rotational
Endress + Hauser
08.2022 - 01.2023
Capstone College Project
Stonehill College
01.2022 - 05.2022
Bachelor of Science - Business Administration
Stonehill College
Software
Microsoft Office
Leadership and Volunteer Experience
- Team Secretary and Player, Stonehill College Women’s Rugby Club, Fall 2021
- Fund Raiser, H.O.P.E. Immersion Events, January 2021
- Event Planning Chair, Stonehill College Hall Council, 2020-2021
- Volunteer, Gifts of Love Farm, Simsbury, CT, Summer 2020
- Volunteer, Stonehill College Farm, Easton, MA, Fall 2019
Awards
One of a handful of underwriters who won the Completion Underwriting Competition for top agent service ratings. Awarded a full day immersion experience at Traveler's Claims University.