Katherine G.

Katherine G. Email and Phone Number

Experienced Project Manager and Client Success Professional with Focus on Implementation and Configuration
Katherine G.'s Location
Oviedo, Florida, United States, United States
About Katherine G.

Katherine G. is a Experienced Project Manager and Client Success Professional with Focus on Implementation and Configuration.

Katherine G.'s Current Company Details

Experienced Project Manager and Client Success Professional with Focus on Implementation and Configuration
Katherine G. Work Experience Details
  • Momentum Resource Solutions
    Implementation Analyst
    Momentum Resource Solutions May 2022 - Jan 2023
  • Ebm
    Client Success Manager
    Ebm Nov 2020 - May 2022
  • Plansource
    Benefits Administration Implementation Project Manager
    Plansource Dec 2019 - Aug 2020
    Orlando, Florida
  • Paylocity
    Tpa Implementation Analyst
    Paylocity Jan 2019 - Dec 2019
    Lake Mary, Florida
  • Healthcare Support
    Insurance Verification Coordinator
    Healthcare Support Oct 2018 - Jan 2019
    Orlando, Florida
  • Fidelity Investments
    Financial Services Associate
    Fidelity Investments Oct 2017 - May 2018
    Covington, Kentucky
    Contract position educating and assisting participants with their employer retirement savings plans.Serviced both private employer and tax-exempt (non-profit, government, school) clients.
  • Humana
    Insurance Verification Specialist
    Humana Jul 2016 - Jun 2017
    Springdale, Oh
    Processed claims for specialty medications under medical and pharmacy benefits.Researched claim/benefit issues and patient assistance programs.
  • Benovation
    Implementation & Retention Coordinator
    Benovation Mar 2015 - Jul 2016
    Cincinnati, Oh
    Worked with Risk Consultants to install compliant Health Reimbursement Arrangements (HRAs), Flexible Spending Accounts (FSAs), and Premium Only Plans (POPs) as well as provide COBRA Administration.Partnered with clients to ensure smooth renewal process in coordination with their employee benefits package.
  • Cai Insurance Agency, Inc
    Compliance Specialist
    Cai Insurance Agency, Inc Jul 2014 - Jul 2016
    Cincinnati, Oh
    Educated clients on ERISA/ACA compliance issues, rules, and regulations.Implemented and expanded CAI's Smart Compliance subscription program which includes a mock DOL audit and Section 6055/6056 Reporting solutions.
  • Cai Insurance Agency, Inc
    Administrative Assistant
    Cai Insurance Agency, Inc Apr 2012 - Jul 2014
    Cincinnati, Oh
    Aided Account Managers and Risk Consultants with insurance enrollment, billing, and claims

Katherine G. Education Details

Frequently Asked Questions about Katherine G.

What is Katherine G.'s role at the current company?

Katherine G.'s current role is Experienced Project Manager and Client Success Professional with Focus on Implementation and Configuration.

What schools did Katherine G. attend?

Katherine G. attended Cincinnati State Technical And Community College.

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