Kate Werner Email & Phone Number

Hartford, Ct, Us

-Responsible for managing a team of Senior Client Relationship Managers collectively managing $400m in annual premium. -2020 - Direct Report was Account Manager of the Year -2021 - 40% of team qualified for Honors Circle -2022 - Named Assistant Director of the Year; 60% of team qualified for Honors Circle -2023 - Named Assistant Director of the Year; 60% of team qualified for Honors Circle -Manage a book of business worth approximately $50m in annual premium - 100% persistency from 2019-2024. -Lead internal project teams, improving processes related to system migration and performance guarantee tracking, as well as delivering stewardship presentations.

Hartford, Ct, Us

-Responsible for managing a book of business made up of 12 clients valued at $65m in annual premium. -Conducted training sessions at Group Benefits Annual Sales Conference. -Member of the Relationship Management Leadership Council responsible for being the voice of the field for all home office projects, including training, compensation, and operations.

Hartford, Ct, Us

-Responsible for maintaining and growing a book of business including clients ranging from 500-5000 employees. -One of four regional account managers nationwide to be selected for the Relationship Management Leadership Council. Member of the council since 2012.-Graduate of the iLead Leadership Development Program – only the top 4% of eligible employees are selected.-Runner up for Account Manager of the Year in 2015. Qualified for Honors Circle.-Top 10 in Account manager standings in 2011, 2012, 2013 and 2014.

Rolling Meadows, Il, Us

-Prepared and presented RFPs and proposals for new and existing clients-Created a questionnaire rating system for proposals that was successfully implemented -Negotiated renewals with carriers and presented subsequent packages to clients-Analyzed data and trend factors to assist in underwriting cases-Ran the implementation process from beginning to end for multiple clients -Claim and carrier issue resolution as needed for clients-Created monthly insurance bills for multiple clients-Created and assisted clients with plan communications (SPDs, contracts, employee presentations, etc.)

Dublin 2, Ie

I was a part of the Comcast Digital Voice Deployment Project. My responsibilities included the following:-Created a weekly update report providing deployment information that was distributed to over 1200 people -Creation and maintenance of detailed project plans for deploying markets-Liaison for all North Division CDV related activities, was responsible for producing a weekly report of “hot items” in the market as well as being the primary point of contact for the business unit-Assisted in designing a temporary architecture for the Time Warner migration-Facilitated the transition of multiple project area functions to Comcast employees and outside contractors