Kate Marsh Email & Phone Number

Reno, Nv, Us

Reno, Nevada, United States

United States

United States

Interprets Clients’ current coverage plan, identifies gaps and recommends opportunities to expand lines of coverage to supervisor/producerConducting employee and/or manager focus groups as needed with appropriate reporting to the clientDeveloping a thorough understanding of internal process, team member responsibilities and internal timelines so services can be accurately and effectively presented to the clientCoordinating and managing administrative activity on client accountsParticipating in client strategy meetings, renewal meetings, book of business reviews and any other meeting supporting client service deliveryConfirming and managing delivery of all client claims and plan financial reporting, providing appropriate commentaryTogether with the Sales Executive review request for proposal and obtain any additional information that is needed from the broker and discuss with them the appropriate plan(s) to fit the client’s requests and review standard plan designs and generate accurate proposalsDuring implementation the account service consultant needs to understand the sold case parameters up front so they can be engaged as necessary throughout implementation (less so on smaller end of market)Ensure always having high quality of data in Salesforce (CRM)Organize current data into a format that can be used to market the account and may be used as summary of key information about prospect

Reno, Nevada, United States

Provides thorough review and analysis of individual and Medicare renewal information; including but not limited to, coverage, limits and exposuresProvides communication between carrier and client throughout duration of placement of coverageCreates a streamline placement approach to meet and exceed client expectationsResponsible for maintaining and further building client relationshipsProvides consultation and advice to clients on matters relating to individual and family medical coverageMaintains quality control, checks all plans and enrollments for accuracyMeeting and exceeding sales goals and service targets

Reno, Nv

Provided administrative support to President and manager to 3department headsAssigned and tracked sales goals for 20 employees ensuring sales goals were metMaintained attendance and scheduled vacations days for 10 salaried employees Led project of standing up resort call center, reducing waste and implementing 83% more efficiency in salesDeveloped an electronic file management system to maintain project files and sales files creating a savings of $10kPrepared and submitted 15+ daily reports with coordination of 5 different department headsResponsible for coordinating travel for 3-top level executives

Reno, Nevada, United States

Managed and maintained training for Branch Relationship Department support portalResponsible for reporting sales trends to stakeholdersEstablishing new hire concierge system to allow for streamlined onboardingCreate Standard Operating Procedures for main and sister branches company-wideArranged conference rooms, facilities, travel accommodations and fleet for over 50 meetingsScheduled and planned logistics for over 20-executive level meetings to include developing agendas and handling Board of Director travel arrangements

United States

Managed and supervised 60-service member in a variety of projectsEstablished streamlined maintenance ordering system for contractors and senior-level military personnel during deploymentProvided support and operating base procedures to incoming international contractorsConducted training for in-country nationals to streamline projects on the operating basePrepared travel manifests and coordinated security for in-theater travelManaged and coordinated delivery of supply lines to forward observing bases

Bachelor Of Business Administration - Bba, Accounting

Project Management, Project Management

Specialization, Managerial Economics & Business Analysis

Soecialization, Strategy & Negotiating

Real Estate Broker/Sales Agent, Real Estate Broker/Sales Agent

Series 7/66, Financial Planning And Services