Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Hi, I’m

Katie Bixby

Warwick,RI
Katie Bixby

Summary

Experienced Senior Client Processing Specialist with 15+ years of experience at FM Global. Improved processing efficiency by optimizing workflows and implementing new software tools, resulting in a reduction of processing time by 50% in just 6 months. Demonstrated comprehensive knowledge of industry-specific regulations and mentored junior team members to enhance overall team performance.

Overview

15
years of professional experience

Work History

FM Global

Senior Client Processing Specialist
03.2010 - 11.2017

Job overview

  • Maintained strict adherence to compliance regulations, ensuring accurate and timely policy contracts delivered to clients and brokers
  • Constructed insurance policy contracts and invoices in accordance with negotiated terms and conditions, territory requirements and company compliance
  • Enhanced processing efficiency by optimizing workflows and implementing new software tools.
  • Demonstrated comprehensive knowledge of industry-specific regulations, ensuring all processed materials adhered to the relevant guidelines.
  • Developed complex, global insurance programs to deal with occupancy-specific exposures while protecting FM Global's assets
  • Streamlined data entry processes for increased accuracy and reduced errors in documentation.
  • Contributed to team success by consistently meeting or exceeding productivity targets and quality standards.
  • Collaborated with cross-functional teams to address complex issues and develop solutions that improved overall operations.
  • Supported continuous improvement initiatives by proactively identifying areas for process enhancements and recommending changes.
  • Assisted in the development of training materials for new hires, facilitating a smooth onboarding experience for incoming team members.
  • Exhibited strong attention to detail when reviewing documents, consistently catching errors before they reached clients or external partners.

FM Global

Methods Analyst II
08.2002 - 03.2010

Job overview

  • Increased efficiency by streamlining data analysis processes and implementing automation tools.
  • Assisted in decision-making processes by presenting accurate, data-driven recommendations to stakeholders.
  • Collaborated with cross-functional teams to identify opportunities for process improvement and increased efficiency.
  • Conducted rigorous testing of financial models, ensuring their reliability and relevance in real-world applications.
  • Improved internal knowledge sharing by developing comprehensive documentation outlining standard operating procedures for various tasks.
  • Performed system analysis, documentation, testing, implementation, and user support for platform transitions.
  • Validated results and performed quality assurance to assess accuracy of data.
  • Identified clear connections between policies and business results to eliminate or reduce confusion and help employees achieve goals.
  • Helped meet changing demands by recommending improvements to business systems or procedures.

Education

Southern New Hampshire University
Manchester, NH

Bachelor of Science from Organizational Leadership
11.2018

Skills

  • Self-motivated, organized multi-tasker with strong analytical skills and problem-solving
  • Good written and verbal communication skills, proofreading skills with attention to detail
  • Team leader who embraces teamwork and can work independently
  • Adaptable to change, flexible, and thrive in a fast-paced environment
  • Excellent project management skills, including an ability to take requirements from a variety of internal and external sources and maintain up-to-date documentation
  • Knowledge of Microsoft Office applications, specifically Word, Excel, Access, PowerPoint, and OneNote

Accomplishments

  • 2008 IMAP Awards received Runner-Up for Business Help Documentation, Information Mapping
  • 2009 & 2010 IMAP Awards awarded First Place for Best Policy and/or Procedure, Information Mapping
  • 2010 received ASTD Excellence in Practice Citation for creating and implementing the Client Processing Associate (CPA) Learning Path. The ASTD awards program recognizes exemplary practices in workplace learning and development.

Certification

  • Associate in Insurance, The Institutes
  • Supervisory Management Certificate, The Institutes
  • Ethics 312 - Ethical Guidelines for CPCUs, The Institutes

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