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.