Katherine Pearce, Aphr Qcls Email & Phone Number

Zebulon, Nc, Us

Zebulon, Nc, Us

Working with a large book of business with midsize accounts. From New, Renewal, Rewrites, and Endorsements. Walking insureds through the process of finding the best products for their business needs. Developing close relationships with various carriers.

Process for multiple account managers, providing immediate assistance for various activities daily. · Promptly respond to insured requests for certificate of insurance, policy questions, and MVR request. · Audit Workers Compensation, Commercial Package, and Business Auto policies during renewal period, maintaining accuracy and up to date policy information. · Create and maintain spreadsheets with accurate and up to date lists of drivers, equipment, and autos for large complex clients to analyze during audits. · Amend Workers Compensation payroll, code and rate, as appropriate per carrier recommendations. · Submit change requests to insurer for policy endorsements upon insureds request updating CMS with all pertinent endorsement information. · Change requests to include- additional insured, 30-day Notice of Cancelations, Waiver of Subrogation, vehicle and equipment changes, Loss Payee, and Certificates of Insurance. · Communicate with carriers, insured, and account managers regarding Notice of Cancelations, documenting CMS with details and correspondence. · Invoice New Business, Renewals, and Endorsement as appropriate. · Draft proposals during renewal period, analyzing current policy documentation and coverage, performing gap analysis, and submitting recommendations for insured to provide best possible outcome for risk management. · Assemble binders for new and renewal business clients including Auto ID’s, policies, endorsements, and additional documents as necessary.

Secured a 98.6% average client satisfaction score by providing top-tier customer service, 1:1 consultancy, and orchestrating engagement activities. · Advanced client system efficiency 97.2% by creating a streamlined system to identify staff capacity (areas of expertise, current schedules, and preferences). · Formalized training process across 100+ volunteer managers, reducing client attrition approximately 50% by conducting gap analysis, centralizing information, crafting SOPs, and defining roles. · Communicated to staff any patient needs while adhering to HIPAA policy, maintaining patient confidentiality and all necessary compliance. · Documented patient benefit status: Medicaid, Medicare, and Veteran benefits. · Facilitated the recruitment, screening, onboarding, and training; recorded staff information in HRIS system and updating personnel files. · Worked closely with IT department and Oracle to successfully onboard staff by administering training modules, uploading personnel documents, and requesting updates. · Designed, assembled, and distributed monthly newsletters containing training materials and pertinent organization information. · Distributed marketing materials, conducted presentations, and delivered in-depth analysis of the overall activities and planning of the veteran’s program.

United States

As a Client Service Specialist in the Surety Department, I had the opportunity to serve Construction clients. From Bid Bonds to Performance and Payment Bonds, I draft bonds and assist account managers in the bond life cycle including the application process. Requesting WIPs, financials, and COI. I work closely with clients and Surety Companies to provide accurate account information and expedite the service needs of the client. Creating and informing Surety of Increase/ Decrease Riders, Consent of Surety, and Dual Obligee Riders. Invoicing clients for new business and renewals. I worked with a small book of business for pay applications, consents, invoicing, and riders. I also contributed to the new business application process.

Small business owner and licensed cosmetologist with 25 years in the customer service industry. Grew a successful business and maintained all bookkeeping functions to include payroll, accounts receivable, and payables, and year end reports. The passion for bookkeeping and desire to help other small businesses that lead me on a new career path, and why I returned to college to pursue a degree in business administration, human resources, and finance.

Business And Human Resources Administration, 3.63

Business and Human Resources Administration

Certification, Aphr

Nationally recognized certification in Human Resources

Human Resources Administration Certificate

Human Resources- Learning And Development

Business Leadership Certificate