Katy Corbin Email & Phone Number

Greater Seattle Area

Greater Seattle Area

Part of a dedicated team within Businessolver focused on transitioning new clients into the family. We lead clients into the next level of the discovery process, translating through the languages of sales, system builds and architecture to ensure client delight and prepare them for ongoing account management. We are the gurus of implementation, ensuring that a client's first experiences with the company are the best experiences possible.•Serves as main of contact both internally and… Show more Part of a dedicated team within Businessolver focused on transitioning new clients into the family. We lead clients into the next level of the discovery process, translating through the languages of sales, system builds and architecture to ensure client delight and prepare them for ongoing account management. We are the gurus of implementation, ensuring that a client's first experiences with the company are the best experiences possible.•Serves as main of contact both internally and externally for Onboarding strategic planning, client relationship and definition of client requirements for all Businessolver service offerings.•Leads discovery sessions that result in detailed business requirements for clients.•Serves as the subject matter expert for clients and Businessolver as it relates to our delivery model and application of those requirements to both new project implementations and ongoing support/delivery.•Assesses and mitigates risk with scope of project discovery.•Effectively communicates project expectations and progress to our clients, team members, and executive team in a timely and clear manner during discovery.•Plan and schedule project timelines and milestones using our in-house project management software.•Effectively communicate project expectations and progress to our clients, team members, and executive team in a timely and clear manner.•Assess and manage the risk of schedule changes.•Works with appropriate vendors to ensure dependent tasks are managed and completed on time.•Identify and manage project dependencies and critical path.•Develop full-scale project plans and associated communications documents.•Quantitatively plan and organize project team’s capacity.•Ensure optimal use of the capacities in the group, set priorities, ensure the correct and timely execution of all tasks and solve bottlenecks. •Define project success criteria and disseminate them to involved parties throughout project life cycle. Show less

Opted to take time to devote time to family, raise children and manage the functioning, activities, and finances of a busy household.

• Worked with Account Executives and Consultants at 11 offices in the Alaska, California, Colorado, Utah, Washington, Oregon, and Idaho to qualify and assess prospect and client administration needs during the sales and implementation of multiple service offerings that included process benefit administration, call center, online enrollment platform, dependent audit, and voluntary benefit services.• Met with prospects and existing clients to define their administration requirements, educate… Show more • Worked with Account Executives and Consultants at 11 offices in the Alaska, California, Colorado, Utah, Washington, Oregon, and Idaho to qualify and assess prospect and client administration needs during the sales and implementation of multiple service offerings that included process benefit administration, call center, online enrollment platform, dependent audit, and voluntary benefit services.• Met with prospects and existing clients to define their administration requirements, educate clients on the value of Mercer products/services, and close sales, meeting client budgets/needs whole increasing business revenue.• Developed relationships and communicated with consultants on new product offerings and changes to existing products; built sales pipeline by conducting client education town halls, seminars, and lectures with prospects and clients.• Grew sales from zero to $500K in the 1st year and generated more than $1 million in sales each year after that. Consistently meeting or exceeding all revenue objectives. Managed all facets of the sales process.• Designed, developed, and presented training for all new hires. Provided key support to offices in the open Midwest region.• Created training program and materials to support administration and strengthen product knowledge of internal and external stakeholders. Developed RFP responses and proposals.• Served as primary point of contact during the initial go-live period and transition to ongoing service to address/resolve issues, drive overall success of the project, and ensure client satisfaction. Show less

• Partner in launch of new family company formed to promote works of art by Susan René and expand the reach of her work through retail sales of products including prints, mugs, post cards, greeting cards, and more. • Managed all facets of business development, catalog, wholesale account development, client relationships, fulfillment, payments, production management, supplier relationships, collections, licensing, website, trade shows, and rep management.• Interviewed, hired, and trained… Show more • Partner in launch of new family company formed to promote works of art by Susan René and expand the reach of her work through retail sales of products including prints, mugs, post cards, greeting cards, and more. • Managed all facets of business development, catalog, wholesale account development, client relationships, fulfillment, payments, production management, supplier relationships, collections, licensing, website, trade shows, and rep management.• Interviewed, hired, and trained 12 sales representatives nationwide to promote products and attract new retail customers.• Developed and managed marketing, advertising, and promotional strategies and activities.• Created and implemented marketing plans and projects for new and existing products; tracked budgets, expenses, and P&L.• Designed and maintained the company website; simplified the customer/user interface and tracked usage to strengthen target marketing. Established on-going relationships with customers.• Developed and implemented marketing plans and projects for new and existing products. Show less

• Directed design, development, and implementation of organization providing administrative function for retirement program benefits for health system of more than 47,000 employees. • Transformed under-performing operation into high-performance, knowledgeable team; created entire infrastructure for call center charged with handling calls from hospital employees in 5 states, including a tracking/escalation system, data entry, procedure manual, standardized correspondence, online knowledge… Show more • Directed design, development, and implementation of organization providing administrative function for retirement program benefits for health system of more than 47,000 employees. • Transformed under-performing operation into high-performance, knowledgeable team; created entire infrastructure for call center charged with handling calls from hospital employees in 5 states, including a tracking/escalation system, data entry, procedure manual, standardized correspondence, online knowledge management system, staffing, and training.• Led team of 15 call center employees, as well as Retirement Programs Specialists, Senior Retirement Analyst, and Retirement Support Staff; provided daily coaching and training.• Managed post-merger integration of retirement plans for a total of 9 hospital acquisitions, as well as Providence merger; cultivated relationships with new HR teams as well as external service providers.• Developed and implemented policies and procedures, educated staff members, and maintained positive relationships with HR staff, corporate attorneys, actuaries, bank, 403(b)/457(b) record keeper, and communication consultant.• Increased department's customer service survey score by more than 15 satisfaction points.• Project Manager for annual Retirement/Benefits Conference for system-wide Human Resource staff training; developed and implemented the departmental Action Plan.• Worked closely with external vendors and managed project related to annual participant education campaigns, training programs, data management, call tracking systems, benefit fairs, and vendor-sponsored participant workshops.• Managed multiple data audit projects; met with actuaries, developed correspondence, and conducted departmental training to ensure accuracy/completeness of data and compliance with regulatory requirements.• Developed comprehensive knowledge of laws and regulatory matters for ERISA, USERRA, FMLA, and DOL compliance, as well as IRS sections related to church plans. Show less

• Promoted to hire, train, coach, and lead 45-member team in achieving and maintaining department objectives for client service; utilized scorecard methodology to monitor performance metrics.• Project Manager for Health & Welfare Open Enrollment; ensured highest levels of client service during peak periods each year. Interviewed and trained more than 200 temporary employees over 3 seasons, prepared post-season reports, identified issues, and recommended improvements for the following year… Show more • Promoted to hire, train, coach, and lead 45-member team in achieving and maintaining department objectives for client service; utilized scorecard methodology to monitor performance metrics.• Project Manager for Health & Welfare Open Enrollment; ensured highest levels of client service during peak periods each year. Interviewed and trained more than 200 temporary employees over 3 seasons, prepared post-season reports, identified issues, and recommended improvements for the following year. Recognized with the Merrill Lynch President’s Award.• Managed project to centralize the entry of client data including forms, address changes, and payments; standardized the process and trained data entry staff. Created significant efficiencies and time/cost savings across 6 teams by freeing call center staff to focus on calls and enabled the company to increase cash flow.• Created and led the company's 1st formalized training program; defined and developed department training action plan, created training materials, and delivered training to new hires and trainers on Health & Welfare Basics, COBRA, and HIPAA.• Project Manager for successful, seamless transition of 29 clients from Seattle to Jacksonville office following Merrill Lynch acquisition of Howard Johnson & Company; summarized clients, trained employees, prepared transition/training schedule, and worked closely with clients to ensure that service and knowledge levels were maintained.• Increased productivity and strengthened client relationships by creating companywide action plan for implementing new and existing client scope of business; worked with Team Leaders, Senior Representatives, and Reps to define client requirements, address their immediate/long-term needs, and identify additional business development opportunities. Show less

• Promoted to manage 20-member team in delivery of outstanding customer service to a base of 15+ client companies.• Optimized resources through effective scheduling, training, and assignment of clients to specific team members.• Achieved and maintained objectives related to Average Speed of Answer, Average Talk Time, and Average After-call Work.• Led Team Leader, Consultants, and the Call Team in addressing/resolving inquiries and concerns related to Retirement and Health & Welfare… Show more • Promoted to manage 20-member team in delivery of outstanding customer service to a base of 15+ client companies.• Optimized resources through effective scheduling, training, and assignment of clients to specific team members.• Achieved and maintained objectives related to Average Speed of Answer, Average Talk Time, and Average After-call Work.• Led Team Leader, Consultants, and the Call Team in addressing/resolving inquiries and concerns related to Retirement and Health & Welfare programs provided by client companies to their employees.• As Client Specialist, managed relationships with key clients and communicated changes in client products/services to the team; responded directly to the client on all escalated issues. Show less