Katie Keller Email & Phone Number

Brentwood, Tennessee

• Review and process Life Insurance claims up to $1,000,000 upon an Insured’s death to be made payable to the appropriate beneficiary.• Review policy information and calculate benefit amounts based on type of policy and participation schedules.• Adhere to state and policy regulations in regards to benefits to divorced and/or minor beneficiaries, or in cases where all beneficiaries have pre- or post-deceased the Insured.• Provide status reports, answer questions and assist grieving customers in the claim filing process.• Take customer statements and maintain accurate claim records. • Work closely with legal and compliance team where there are adverse or contestable claims.• Work with funeral homes and funeral Assignment companies to apply beneficiary funds towards funeral bills.• Review and approve claims of fellow examiners up to $100,000.

Gainesville, Ga

• Worked closely with customers and carriers to amicably resolve Over, Short and Damage (OS&D) cargo claims within the Highway Brokerage division of XPO Logistics, Inc. • Built case files and documented actions and activity during the claims process in order to gather and input data using software such as Salesforce, Freight Optimizer, Carrier411 and Microsoft Office.• Reviewed legal contracts for XPO Customers and contracted carriers to determine cargo claim liability, claim limits, filing deadlines and commodity restrictions.• Determined liability of carrier, customer, or supplier involved in each claim situation based on the Carmack Amendment and the National Motor Freight Classification (NMFC) guidelines.• Provided customers and carriers with salvage opportunities in order to mitigate claim losses where there is partial damage or loss.• Reported and analyzed OS&D data to Loss Prevention and/or Sales Representatives to spot various patterns or trends to manage and mitigate the resolution of all claims.• Collaborated with appropriate insurance parties to investigate and seek financial restitution on the behalf of our customers and carriers.• Assisted with financial decisions as to how to resolve claims the most efficient way possible while maintaining good client relations. • Recommended changes to appropriate parties to employ corrective measures to high volume/high risk accounts.

Suwanee, Georgia

• Supervised the warranty accounts of numerous servicers and manufacturers by reviewing warranty claim authenticity & submittal to manufacturer for payment. In addition, insuring correct application of payments to servicers, allocated in a timely manner. • Placed orders for parts to be shipped to the customers/dealers when warranty has been approved.• Customer service point-of-contact & help desk for service agents with questions about their warranty payments or need help submitting warranty. • Collaborated closely with individual service managers at different manufacturers to ensure their warranty standards are upheld and assisting regional service department at Viking in expediting warranty claims. • Processed product rebates for dealers and ensure that they meet eligibility requirements, so that they receive their rebates in the form of a credit on their account.

Suwanee, Ga

• Supervised the warranty accounts of numerous servicers and manufacturers by reviewing warranty claim authenticity & submittal to manufacturer for payment. In addition, insuring correct application of payments to servicers, allocated in a timely manner. • Placed orders for parts to be shipped to the customers/dealers when warranty has been approved.• Customer service point-of-contact & help desk for service agents with questions about their warranty payments or need help submitting warranty. • Collaborated closely with individual service managers at different manufacturers to ensure their warranty standards are upheld and assisting regional service department at Viking in expediting warranty claims. • Processed product rebates for dealers and ensure that they meet eligibility requirements, so that they receive their rebates in the form of a credit on their account.