Kat Correa Mba, Flmi Email & Phone Number

Austin, Texas Area

I develop and execute all marketing strategy, scheduling, design and copy for marketing collateral in various media. This also includes creating and managing company websites, curating all social media profiles, and designing and staffing exhibits at industry events. All efforts support the ultimate goal of quality lead generation and shepherding prospects through the sales cycle. On the operations side, business process documentation, user help manual maintenance, client invoicing and receivables, and account management are key responsibilities. Since joining QLAdmin, our clientele has doubled, and the number of incoming qualified leads continues to increase each year. This year, we will reach a new milestone of 50 active clients.

I was the direct contact and liaison for the national insurance carriers contracted with NFP (MetLife, Genworth, ING, etc). I built and maintained relationships with our account executives and their support staff, and coordinated multiple annual meetings for NFP/Carrier executives and NFP agents. I coordinated with the NFP technology team and created and maintained carrier specific content on the NFP website. I also worked directly with the NFP/Carrier accounting departments and tracked NFP product sales by carrier and region in order to analyze product trends. I coordinated with carrier account executives and created annual marketing expense calendars for annual budget negotiations.

I managed all operational functions of the office, as well as provided insurance sales support for two independent producing agents. I handled the monthly QuickBooks and commissions processing, and provided daily client service and policy support. I also acted as product specialist for multiple carriers, handled new business processing, case management, preliminary underwriting, and data maintenance.

Capm, Certified Associate In Project Management

PMI’s Certified Associate in Project Management (CAPM) is a valuable entry-level certification for project management practitioners..

Flmi, Fellow-Life Management Institute

FLMI is a professional certification offered by the LOMA organization. The ten course schedule includes in-depth study of insurance.

Mba, Business Administration / Finance / Financial Planning

Activities and Societies: Beta Gamma Sigma Honor Society Major: Finance

Bachelor'S Degree, Finance / Marketing

Major: Finance Minor: Marketing