Katie Wright Email & Phone Number

United States

Lake Mary, Florida, United States

• Aids management and departmental teams on various projects to deliver system enhancements and improve processes to increase productivity, efficiency, quality and to reduce expenses/eliminate waste.• Participates in regular project meetings led by the project manager, assisting with managing project processes and project administrative tasks throughout the project life cycle. • Acts as subject matter expert for other team members as it relates to issue resolution, procedures, or system functionality.• Assists with training responsibilities of more junior staff and new hires; Provides cross training and mentoring.

Lake Mary, Florida, United States

• Triaged incoming escalations to determine the urgency and complexity of the request before delegating to an appropriately trained team member for processing. • Tracked, coordinated, and delegated the processing of corporate fund actions ensuring that all plans were up to date.• Prioritized competing demands between daily processes, special projects, and responding to inquiries to support timely execution of processes for a variety of internal stakeholders. • Manipulated data sets to draw insights to effectively identify potential transaction issues within the recordkeeping system.

Lake Mary, Florida, United States

• Exceeded quota for processing financial transactions for 18 consecutive months, balancing high productivity with excellent service quality and accuracy.• Displayed strong analytical skills by identifying discrepancies in financial data, researching, determining resolution and presenting findings to supervisor so that corrective action can be taken. • Responded to inquiries from internal teams to generate financial reports, provide status updates, and research discrepancies in data.

Orlando, Florida Area

• Audited financial and business forms to ensure adequate funding and documentation was present to make insurance claim payouts.• Reconciled client accounts on a monthly basis to report account status to underwriters and request additional funding. • Balanced daily billing, check processing, and fund management tasks along with special projects and responding to internal inquiries.

Orlando, Fl

• Handled auto insurance claims end to end from first report to liability determination and payout.• Corresponded with autobody shops, legal offices, clients, and other parties to investigate auto insurance claims.