Catherine Henrichsen Email & Phone Number

Tampa, Fl, Us

• Establish strong rapport with both clients and internal teams to provide a corporate training solution to meet the client’s learning and development needs and to ensure the client experience is world class• Work with sales team and prospects pre-sale to design customized solutions as needed. Coordinate with the client and our internal development and product teams to ensure the solution is completed by the appropriate deadlines. Lead client implementations, collaborating with client on account setup, roll-out strategies and marketing plans. Train client administrators and end users on learning management system (LMS), highlighting features and tools to optimize functionality; navigation and corporate adoption• Provide utilization analytics to clients on a quarterly basis to gauge program adoption and recommend best practices. Partner with client to set corporate training objectives and identify additional products and resources to help them achieve goals. Demonstrate and implement all new products and features. • Act as the voice of the customer, working with internal teams to develop products and resources to further the success of our clients. Collaborate in the design, testing, implementation and roll-out of new products. • Manage over 100 accounts annually; growing personal book of business by over 20% year-over-year for the past 5 years. Retained over 95% client retention and a zero account loss for 2018.• Negotiate contract terms for new products and annual contract renewals. Converting over 25% of personal account base from annual contracts to multi-year agreements.

Tampa, Florida

• Coordinated onsite skills training sessions. Partnered with client, sales and trainer to provide valuable information and ensure successful delivery. Scheduled sessions, secured trainer, ordered supplies, entered enrollments into the CRM system, sent certificates and evaluation reports to client, invoiced sessions• Processed orders and invoices received from sales team and clients. Coordinated with fulfillment team to fill back orders and expedite deliveries. Track shipments and collaborate with other departments to ensure problems are resolved quickly with minimal impact to the client and onsite team• Set up new users and provided technical support for company client resource website• Worked with sales teams to provide information and beneficial analytics to support company objectives and increase company growth and profits• Created and maintained department product guide and resource library, increasing ordering efficiency for the entire team. • Trained team members on new processes, created PowerPoint presentations and training documents to assist training and retention

South Jordan, Utah

• Partnered with practice administrators and providers to quickly credential and enroll each new provider in the appropriate health plans, allowing them to see and treat patients • Organized provider information and documents and submitted to insurance health plans. Followed up with each health plan to obtain provider numbers and effective dates necessary for claim filing and providing this information to practice administrators and providers• Created department SOPs to improve communication and team roles. Implemented new provider welcome packets, collecting all necessary credential and enrollment information up front, improving processes and increasing efficiency for our entire team. and improve market enrollment processes for increased efficiency

• Processed over 900 claims weekly. Streamlined claim processing by eliminating redundant research, implementing specific claim forms and improving efficiency and accuracy by over 15%• Approved and denied claims based on policy guidelines. Researched conditions and injuries and calculated payments• Requested and reviewed medical records to research pre-existing conditions and determine best course of action • Processed new insurance agent contracts, analyzed credit and background reports and determine appointment status and commission advances• Managed a small team, created and trained employees on department processes and enable them to exceed expectations. Communicated with team members and other department heads, building relationships of trust and cooperation

• Work with brides, models, actors, photographers and directors to interpret and deliver their vision. Build quick rapport with all• Create website, logos and obtain appropriate business licenses• Participate in wedding tradeshows, gathering leads, creating giveaways and marketing strategies to drive more booth traffic.• Partner with other vendors such as wedding venues, photographers, caterers, wedding planners to create referral programs, developing strong relationships• Follow up with leads, creating newsletters and email marketing campaigns• Collaborate with photographers to design professional photoshoots. Coordinating models, locations and looks

• Prepared agent commission reports, research and resolve discrepancies• Liaised between the insurance company and the client, ensuring accuracy of information and optimal customer service• Organized and maintained the office and order supplies

• Calculate debt to income ratios and create profit and loss statements• Analyze financial information to ensure guideline approval and submit to underwriters • Provide first hand contact for over 60 clients and loan underwriters to ensure that documents required for processing are obtained in a timely manner. Follow up with underwriters and clients on a twice-weekly basis • Communicate the state foreclosure and loan modification process with families and provide support

• Collaborate to plan and coordinate sales events and trainings. Work within a budget to make travel arrangements, set up venues, catering, entertainment and prepare materials for presentations as well as other event-related materials • Communicate with students to ensure their satisfaction with the training program as well as communicate suggestions and comments to management and other departments • Attend company seminars to ensure the companies’ values and goals are reinforced at every event. Compile reviews after each event. Presenting additional training options and conference event tickets to participants in each session and closing the sales. Managing a booth at the national training conference, answering questions and closing additional training sales.• Attend weekly budget meetings and collaborate on department budget and needs