Katie Mccarthy Email & Phone Number

La Vista, Nebraska, United States

• Review applications, renewals, and change requests; gather necessary information and make decisions regarding risk acceptability within prescribed limits of authority• Communicate with agents regarding risk acceptance, declination or modifications• Compute rates on applications, endorsements, and quotes as necessary • Review and/or process premium audit statements to include updating the current term policy• Participate in the system testing assigned to the Branch Office

Omaha, Nebraska, United States

• Analyzed insurance policies to validate the accuracy of our internal AMS• Issued certificates of insurance by confirming required forms were present in the insured’s active liability policies, as well as processing and reviewing audits• Requested endorsements from carriers and processed completed endorsements to ensure all aspects of the request had been met• Coordinated office operations by maintaining inventory levels, reviewing commission statements, and managing reoccurring… Show more • Analyzed insurance policies to validate the accuracy of our internal AMS• Issued certificates of insurance by confirming required forms were present in the insured’s active liability policies, as well as processing and reviewing audits• Requested endorsements from carriers and processed completed endorsements to ensure all aspects of the request had been met• Coordinated office operations by maintaining inventory levels, reviewing commission statements, and managing reoccurring office services Show less

Omaha, Nebraska, United States

Omaha, Nebraska, United States

• Researched potential clientele by collecting contact information of executives to report to the sales department • Analyzed and presented significant prospect data to upper management on an ad-hoc basis • Engaged in ongoing market research training to develop as a professional in a corporate work environment

Lincoln, Nebraska, United States

• Organized data in the Tessitura CRM system to generate reports on a weekly basis for the company mailing list• Processed donation requests from patrons and organizations by collecting contact information to either fulfill or deny those requests• Performed multiple ad-hoc office management/reception duties including writing thank you notes and organizing gifts to donors, maintaining inventory, and compiled performance programs

Gretna, Nebraska, United States

• Presented features, benefits, and industry knowledge through consultative selling strategies • Generated sales to support the store in meeting/exceeding store financial goals and metrics by creating memorable, lasting impressions with customers• “Host the party” while effectively communicating vineyard vines core values to the customer through my team• Executed the fundamentals of “door to floor” concept through receiving of shipment to execution of setting the floor with new… Show more • Presented features, benefits, and industry knowledge through consultative selling strategies • Generated sales to support the store in meeting/exceeding store financial goals and metrics by creating memorable, lasting impressions with customers• “Host the party” while effectively communicating vineyard vines core values to the customer through my team• Executed the fundamentals of “door to floor” concept through receiving of shipment to execution of setting the floor with new inventory• Focused on people development and training, providing on-going and consistent training with current and new crew around product, presentation, and process through coaching in the moment and on-boarding• Planned effective events for store promotion and creating social media posts to increase customer engagement • Visually displayed store by using marketing techniques by dressing window mannequins and placing merchandise for customer appeal • Created content for social media platforms and increased customer engagement Show less

Nebraska, United States

Omaha, Nebraska, United States

• Sample Red Bull drinks around the Omaha/Lincoln area to report demographics • Promote new flavors of Red Bull while engaging in conversation with regular or potential buyers