Kate D.
Senior Consultant
- Role
- Senior Consultant at EPIC Insurance Brokers & Consultants
- Location
- Philadelphia, PA, US
- LinkedIn followers
- 500 followers
About Kate D.
Producer’s License: Life, Health & Accident Insurance - PA #590255 & NJ…
Experience
Senior Consultant
EPIC Insurance Brokers & Consultants
Nov 2022 — Present
Defines project scope and objectives during client strategy planning sessions• Manages workflows from data requirements through to presentation and analysis• Prepares monthly financial statements, annual marketing results, associated financial projections, and reserving calculations• Provides mentorship to junior colleagues and leadership within the analytics team• Performs Monte Carlo analysis and utilizes key underwriting and analytics platforms including NVISYN, Innovu, Milliman and Claros
Education
Thomas Jefferson University
Graduate Courses, Health Economics and Outcomes Research
2019 — 2020
Susquehanna University
Bachelor of Science, Business Administration; Marketing
2003 — 2007
Saint Joseph's University
Master of Science, International Marketing
2008 — 2009
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