Kaitlyn Nathan Email & Phone Number

New York, Ny, Us

Arizona, United States

Scottsdale, Arizona, United States

Phoenix, Arizona, United States

Effectively managed approximately eighty to ninety complex disability claims investigating all diagnoses including surgical procedures, injuries and mental health claims Maintained professional composure while communicating with both internal and external customers including claimants, attending physicians, workers compensation adjusters, and employers Able to execute effective time management in order to meet performance guarantees while making well informed determinations within the appropriate deadlines as outlined by a major, fully insured contractUtilized attention to detail by thoroughly investigating medical records in order to make determinations on claims, as well as identifying when a clinical consultation with either nurse disability consultants or a board certified physician was necessary to ensure an accurate claim determination

Tempe, Arizona

Maintained accurate knowledge of relevant liquor laws as well as food safety procedures and precautions in an effort to safely supply alcohol to patrons, properly utilize kitchen equipment, and produce high quality productsAssumed day-to-day responsibilities of upper management when they were not present through ensuring employees were working to their full potential, handling and consolidating cash drawers, and actively maintaining the safety of all patrons and employeesGuided new employees through learning their new roles as a Certified Trainer for both Front Line and KitchenProvided incomparable customer service

Tempe, Arizona

Efficiently ran POS systems to process accurate transactions with customersUtilized exceptional interpersonal communication skills to aid patrons in an optimal dining experience Maintained cleanliness of the establishment Prepared food adhering to safety guidelines

Phoenix, Arizona Area

Aided a high volume of self represented litigants in the Law Library Resource Center obtain and file various court documents for family, civil, probate, and criminal casesAccurately compiled forms for Protective Orders and Injunctions Against HarassmentUtilized the court's Integrated Court Information System (iCIS) to aid patrons in finding their case history Maintained knowledge of various departments and individual court locations to aid patrons in navigating through the buildings

Tempe Arizona

Worked directly with the president of the firm to develop new client leads for insurance, asset management and financial planning sales Participated in training sessions to learn about multiple products and services offered through the firm including annuities, life insurance, and IRAsIdentified client needs by analyzing present income and asset situationsRecommended appropriate investment and insurance solutions based off of client's individual financial goals

Bedminster, New Jersey

Assisted Senior Portfolio Managers in the creation and maintenance of high net worth client's Investment Policy StatementsPrepared and evaluated periodic performance reports and income appraisals for various private wealth management clientsPerformed research on non-profit potential clients for senior wealth advisor Worked with wealth management client service officers on various client related requestsParticipated in strategy and guidance list meetings with portfolio managers, as well as engaging in the morning market conference calls

Denville, New Jersey

In combination with communication and organizational skills, assisted customers with various needs and aided in running the day to day business operations

Tempe, Arizona

Utilized exceptional leadership skills and interpersonal communication to lead classes and meet individual sales goals

Business Law, Business

Graduated magna cum laude Certificate: Risk Management Minor: Religious Studies

Education record