Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
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Kaytie Marsch

Gilbertsville,United States

Summary

Dynamic professional with a proven track record at Guardian Life Insurance, excelling in performance management and process improvement. Adept at enhancing customer service standards and leading teams to achieve operational efficiency. Strong analytical thinker with exceptional interpersonal skills, committed to driving results and fostering collaboration across departments.

Overview

19
19
years of professional experience

Work History

Supervisor, Central Premier Rating & Quoting

Guardian Life Insurance
Bethlehem, PA
08.2022 - Current
  • Maintained accurate records of employee performance, attendance, leave requests, and disciplinary actions.
  • Created new strategies for improving customer service standards within the organization.
  • Participated in recruitment efforts by interviewing prospective candidates for open positions.
  • Recruited, hired, trained, mentored, coached, evaluated, and terminated staff as necessary.
  • Developed and implemented operational policies and procedures to ensure efficiency and accuracy of workflows.
  • Collaborated with other departments to coordinate workflow processes between teams.
  • Developed strategies to improve team performance and productivity.
  • Prepared and presented reports on team performance, challenges, and achievements to senior management.
  • Managed time effectively to ensure tasks were completed on schedule and deadlines were met.

Rating Analyst IV

Guardian Life Insurance
Bethlehem, PA
07.2016 - 08.2022
  • Presented account proposals in a professional and timely manner
  • Wrote, proofed and edited sales proposals and correspondence
  • Gathered all relevant materials for building accurate proposals.
  • Worked closely with team members to deliver proposal requirements, develop solutions and meet deadlines.
  • Prioritized and organized tasks to efficiently accomplish service goals.
  • Demonstrated self-reliance by meeting and exceeding workflow needs.
  • Demonstrated leadership by making improvements to work processes and helping to train and mentor others.
  • Assisted my supervisor by providing inventory reports to my team, RGO reports to sales managers. Also was tasked with assigning out inventory to team members to manage our inventory on a timely manner, and assigning out rush cases and priorities as requested by our sales team.

Office Manager

Jason's Repair & Performance
Telford, PA
02.2008 - 07.2016
  • Received and screened a high volume of internal and external communications, including email and mail
  • Maintained impeccable office organization to support efficiency, professionalism and performance objectives.
  • Served as central point of contact for all outside vendors and subcontractors to facilitate orders for supplies, parts and services
  • Researched and resolved collections and billing disputes with tact and efficiency
  • Verified details of transactions for accounts payable/receivable
  • Handled all media and public relations inquiries
  • Reviewed and calculated time cards and made applicable changes to include calculation of wages and mandatory deductions
  • Generated accurate payroll to ensure correct paycheck and paystubs.
  • Oversaw receiving and organizing correspondence, answering and forwarding calls and creating business letters and records.

Case Manager

Life Insurance, Ideal Concepts
Allentown, PA
03.2010 - 07.2010
  • Managed daily office operations and provided customer service to prospective clients
  • Provided support to Insurance agents & performed interviews for life insurance candidates.
  • Protected patient data in alignment with HIPAA privacy protocols.

Customer Service Representative & Recruiter

Scott's Lawn Service
Quakertown, PA
01.2006 - 02.2008
  • Received incoming calls and handled customer inquiries for accounts from 2 offices
  • Managed accounts receivable for over 2,500 accounts & collections for past due accounts
  • Managed recruitment for Office Manager by screening employment applications and scheduling interviews
  • Reviewed and calculated time cards for payroll.

Education

Associates - Business Administration, Human Resource Management, Marketing and Business Administration

Bucks County Community College
Newtown, PA, United States
01.2011

Skills

  • Microsoft Office proficiency
  • Accounts Receivable/Payable
  • Customer Service
  • Attention to detail
  • Analytical thinking
  • Strong problem solver
  • Self-directed
  • Results-oriented
  • Strong interpersonal skills
  • Leadership
  • Working collaboratively
  • Performance management
  • Process improvement
  • Data analysis
  • Inventory management

Accomplishments

Improved Rating process while working on the Rating Process team through elimination and delegation of several Underwriting edits and repetitive and time-consuming steps while maintaining accuracy of quotes.

Implemented and presented new ways of working that improved efficiency while cross collaborating with sales to improve the pricing process & quote turn around time for our sales & distribution team.

Completed the REACH Leadership Program.

Timeline

Supervisor, Central Premier Rating & Quoting

Guardian Life Insurance
08.2022 - Current

Rating Analyst IV

Guardian Life Insurance
07.2016 - 08.2022

Case Manager

Life Insurance, Ideal Concepts
03.2010 - 07.2010

Office Manager

Jason's Repair & Performance
02.2008 - 07.2016

Customer Service Representative & Recruiter

Scott's Lawn Service
01.2006 - 02.2008

Associates - Business Administration, Human Resource Management, Marketing and Business Administration

Bucks County Community College

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