Katie Brown
404-***-**** • ***********@*****.*** • Cartersville, GA 30120
Accomplished professional with extensive experience in business development, process optimization, automation, and strategic planning. Expertise in project management, data analysis, and investment decision-making. Highly skilled in developing initiatives to streamline and standardize business operations. Seeking to leverage background to take the next career step with a respected organization that rewards talent, hard work, and results. Objective
Computer
Knowledge
• Carrier Portals
• Agency Integration
• Word, Excel and PowerPoint
PeopleSoft financial reporting and HR
administration
•
• Lotus Notes and Outlook
• QuickBooks/Peachtree software
• HRIS human resources program
04/2023 - Current
Case Manager, Fortress Brokerage Solutions, Atlanta, GA 12/2022 - 03/2023
Account Manager, Chief Facility Defense, Atlanta, GA 01/2022 - 08/2022
Office Manager, Your New Gate Company, Woodstock, GA 08/2014 - 03/2017
Corporate Life, LTD and STD Underwriting Manager, Tokio Marine HCC, Kennesaw, GA
Responsible for the Group Life and Disability financials, and staff. Experience
• Advocated on behalf of clients to secure necessary services and support.
• Monitored client progress through regular follow-up contacts.
• Managed caseloads effectively, ensuring timely documentation and reporting. Evaluated the work of an outside vendor that case manages, providing feedback and training to be consistent.
•
• Maintained confidentiality and adhered to professional ethics and standards. Oversaw diverse client accounts, ensuring alignment between team objectives and client needs.
•
• Consistently built relationships with clients and stayed updated on market trends.
• Responsibilities were for all aspects of the office manager role.
• Oversaw acquisition of materials required for staff operations. I answered all incoming phone calls for new service requests, and set up new customers in the system.
•
• Collaborated with underwriters to review new business quotes and renewals. Created comprehensive documentation of best practices to enhance operational performance.
•
• Developed marketing content and web pages to promote products. Worked with agents, reinsurers, and senior leadership to design the new products and systems.
•
10/2000 - 08/2014
Assistant Director, Hartford Life, Alpharetta, GA
While employed at The Hartford, I had various roles as Administrative Assistant, Pre-Sale Coordinator, Underwriter, Team Lead, Best Practices Leader, Training, and Assistant Director.
• Managed a group consisting of managers, underwriters, support staff, and claims personnel. Developed best practices, guidelines and innovative business methods ensuring operational efficiency.
•
• Streamlined resource allocation to optimize operational performance.
• Maintained close relationships with key stakeholders while managing expectations