Katie Smith
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Katie Smith Email & Phone Number

Managed Benefits Specialist @ Isolved | Distinguished Project Management skills at isolved
Location: Louisville, Kentucky, United States 8 work roles 2 schools
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Current company
Role
Managed Benefits Specialist @ Isolved | Distinguished Project Management skills
Location
Louisville, Kentucky, United States
Company size

Who is Katie Smith? Overview

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Quick answer

Katie Smith is listed as Managed Benefits Specialist @ Isolved | Distinguished Project Management skills at isolved, a company with 611 employees, based in Louisville, Kentucky, United States. AeroLeads shows a matched LinkedIn profile for Katie Smith.

Katie Smith previously worked as Managed Benefits Specialist at Isolved and Plan Build Professional 2 at Humana. Katie Smith holds High School Diploma, Psychology from Conner High School.

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Email format at isolved

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isolved

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Profile bio

About Katie Smith

With over 9 years of work experience in the benefits and health care industry, I am a skilled and reliable Managed Benefits Specialist at isolved, a leading provider of cloud-based human capital management solutions. My core competencies include data analysis, project management, client relations, and problem-solving. I am passionate about building and maintaining high-quality HR products that meet the needs of clients, brokers, and carriers. I am motivated by the mission of isolved to empower organizations and their employees to achieve their full potential.In my current role, I create and maintain auditing processes, develop and build workflows, and utilize Excel functions to ensure proper servicing of HR products. I also communicate and collaborate with clients, brokers, and carriers to build trust and rapport, and to resolve any issues that may arise. I have demonstrated distinguished project management skills by creating and maintaining the Open Enrollment Wizard for clients and employees, which simplifies and streamlines the enrollment process. I have also participated in team-building activities, contributed to training initiatives, and supported the company's culture of respect and friendliness.

Current workplace

Katie Smith's current company

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isolved
Isolved
Managed Benefits Specialist @ Isolved | Distinguished Project Management skills
charlotte, north carolina, united states
Website
Employees
611
AeroLeads page
8 roles

Katie Smith work experience

A career timeline built from the work history available for this profile.

Managed Benefits Specialist

Current
  • Builds and maintains HR products to clients needs.
  • Maintains high quality relationships with clients, brokers and carriers.
  • Excellent Problem solving skills
  • Creates and maintains auditing process.
  • Ad-Hoc reporting including building reporting as servicing needs.
  • Develop, build and maintain processing workflows.
Mar 2023 - Present

Plan Build Professional 2

Louisville, Kentucky, United States

  • Builds and maintains specialty products driven by market product design.
  • Makes decisions regarding own work methods, occasionally in ambiguous situations, and requires minimal direction and receives guidance where needed.
  • Determines required changes to support new products, services, or efficiencies through design, test and implementation stages.
  • Review project requirements to plan workflows and evaluate client time and budget constraints.
  • Created plans and communicated deadlines to complete projects on time.
  • Participated in team-building activities to enhance working relationships.
Mar 2022 - Mar 2023

Coordination Of Benefits Representative 2

Louisville, Kentucky, United States

  • Distinguished with multiple claims types (Medicare, Clinical Trials, Authorizations, Medicaid, Hospice etc)
  • Facilitated in training new hires and cross trained additional team members in multiple processes
  • Proficient with all relevant systems ( CRM, CAS, CCP, MARX, MACESS, MICROSOFT WORD, EXCEL, OUTLOOK, ACCESS, etc)
  • Collaborated alongside management to update Clinical Trial Mentor Document to guarantee accuracy and ease of understanding procedure
  • Compares contracts limits within multiple systems and applies appropriate benefits to each claim
  • Achieved Star Award for training efforts and reliable work ethic
Jul 2014 - Mar 2022

Mortgage Recovery Team Lead

Citimortgage Inc

Florence, Kentucky, United States

  • Prepared detailed reports on updates to project specifications, progress, identified conflicts and team activities
  • Assisted with creation and implementation of new web monitoring system that streamlined work data
  • Evaluated employee skills and knowledge regularly, providing hands-on training and mentoring as needed
  • Audited accounts for quality assurance according to strict guidelines; provided feedback to allow professional and individual growth
  • Directed and supervised call center team of 8 and engaged in team as well as each person's personal development
  • Facilitated meetings with other teams and management on progress, processing, procedures and additional communications to streamline processing across company
Jan 2014 - Jul 2014

Motion For Relief Case Manager

Citimortgage Inc

Florence, Kentucky, United States

  • Reviewed and approved drafted legal documents for attorneys or provided feedback and returned any inaccurate documents if guidelines were not followed appropriately
  • Responsible for daily detailed research and interpretation on bankruptcy dockets so legal actions could be taken within timely manner
  • Provided detailed financial estimates and customer PPI according to each state guideline
  • SME on bankruptcy processing and legal document review which aided in assisting other teams as well as management on current legal status of accounts
  • Facilitated hundreds of accounts forwarded for foreclosure legally through bankruptcy courts
May 2013 - Jan 2014

Motion For Relief Case Manager

Citimortgage Inc

Florence, Kentucky, United States

  • Reviewed and approved drafted legal documents for attorneys or provided feedback and returned any inaccurate documents if guidelines were not followed appropriately
  • Responsible for daily detailed research and interpretation on bankruptcy dockets so legal actions could be taken within timely manner
  • Provided detailed financial estimates and customer PPI according to each state guideline
  • SME on bankruptcy processing and legal document review which aided in assisting other teams as well as management on current legal status of accounts
  • Facilitated hundreds of accounts forwarded for foreclosure legally through bankruptcy courts
May 2013 - Jan 2014

Mortgage Bankruptcy Specialist

Citimortgage Inc

Florence, Kentucky, United States

  • Developed professional relationships with bankruptcy attorneys, trustees, other legal counsel and bankruptcy court personnel
  • Monitored Bankrupt accounts to forward for foreclosure timely
  • Took in bound calls from debtors, attorneys and trustees and accommodated all questions and or requests within company policy.
  • Closed accounts in which bankruptcy was completed to reduce back log
  • Collaborated with other departments to monitor accounts per government guidelines and complete necessary actions to minimize losses
  • Closed thousands of accounts that were ready for foreclosure after bankruptcy ended
Sep 2012 - May 2013

Mortgage Bankruptcy Specialist

Citimortgage Inc

Florence, Kentucky, United States

  • Developed professional relationships with bankruptcy attorneys, trustees, other legal counsel and bankruptcy court personnel
  • Monitored Bankrupt accounts to forward for foreclosure timely
  • Took in bound calls from debtors, attorneys and trustees and accommodated all questions and or requests within company policy.
  • Closed accounts in which bankruptcy was completed to reduce back log
  • Collaborated with other departments to monitor accounts per government guidelines and complete necessary actions to minimize losses
  • Closed thousands of accounts that were ready for foreclosure after bankruptcy ended
Sep 2012 - May 2013
Team & coworkers

Colleagues at isolved

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2 education records

Katie Smith education

FAQ

Frequently asked questions about Katie Smith

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What company does Katie Smith work for?

Katie Smith works for isolved.

What is Katie Smith's role at isolved?

Katie Smith is listed as Managed Benefits Specialist @ Isolved | Distinguished Project Management skills at isolved.

Where is Katie Smith based?

Katie Smith is based in Louisville, Kentucky, United States while working with isolved.

What companies has Katie Smith worked for?

Katie Smith has worked for Isolved, Humana, and Citimortgage Inc.

Who are Katie Smith's colleagues at isolved?

Katie Smith's colleagues at isolved include Kim Henschel, Greg Montgomery, Meagan Witherly, Breanna Duncan, and Jack Bresnahan.

How can I contact Katie Smith?

You can use AeroLeads to view verified contact signals for Katie Smith at isolved, including work email, phone, and LinkedIn data when available.

What schools did Katie Smith attend?

Katie Smith holds High School Diploma, Psychology from Conner High School.

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