Katie Davis Email and Phone Number

Quality Assurance Coordinator, Commercial Insurance- Risk Management • Works closely with the Account Administrator to eliminate any errors or omissions.• Check policies received for accuracy using the policy checklist and procedures includingcomparing them to our in-house applications/schedules.• Communicate any policy errors to the Account Administrators via our company Policy Review form.• Send any policy corrections to the underwriters and enter activity for follow up.• Help mentor new employees on the policy review process and assist with coverage questions.• Be an expert resource on coverage forms.• Help with the integration of Artificial Intelligence for policy review with supervisor and AI company. • Identify efficiencies and improvements in the policy review process.

Client Coordinator, Commercial Insurance- Risk Management• Work in coordination with Account Manager and Customer Service Representative• Orders, checks, and invoices new and insurance renewal policies• Responds to inquiries from clients and markets; initiates correspondence to clients and insurance companies on routine matters related to coverages, exposures, rates, policy changes and billing• Shared responsibility for the placement of commercial lines accounts• Manages expiration lists and assists with preparation of insurance submissionsSurety Coordinator, Commercial & Contract- Risk Management• Work in coordination with the surety carrier and clients• Follows work flow with regard to commercial bond execution, renewals, cancellations and riders• Issuance of bonds, bid results and/or payment follow-up, and other duties/special projects as requested• Correspondence to clients and surety companies on new business applications and financials• Power of Attorney with most major bond carriers to prepare and execute bonds and other documents for delivery to client

• Work in coordination with Account Manager• Obtain loss runs and complete loss summary, loss stratifications, and quarterly claims letters asapplicable.• Prepare marketing file and forward to the Account Administrator for review.• Review, update, and issue certificates of insurance.• Review endorsements and initiate correspondence regarding endorsements.• Request policy changes from insurance company with applicable follow up.• Verify and invoice all monthly reporting policies as required.• Enter Smart Comp data and calculate mod. Review with Account Administrator.

• Managed two dentist’s and three hygienist’s schedules • Prepared, processed, and presented payment plans, treatment plans, and predeterminations• Verified patient’s insurance and accurately maintained all patient’s records including personal and medical• Developed strong patient relations by providing the highest level of customer service• Filled in with child exams and cleanings

• Daily prophylaxis, scaling, charting, digital x-rays, and sterilization• Review patients charts daily with the doctor• Teaching patients and parents appropriate oral hygiene strategies to maintain oral health; tooth brushing, flossing and nutritional counseling• Imputing treatment plans- some detailed for hospital setting