Katherine Tracy

Experience

1. Sales Installation Specialist

   Point32Health

   Oct 2023 — Present

   Provide high quality service to assist brokers with quoting on self service tools, answer questions about products and plans, and provide overall customer service related to quoting and renewals through multiple channels, such as phone, email, cases submitted through web site•Daily monitoring open new business and renewal quotes, including follow up with brokers as needed to assist with continuing the quote/renewal process•Complete new business installs including the collection of required documentation from broker and employer, adding new plans, entering account information into CRM, creating group structure, and completing system requirements for downstream processes such as billing, enrollment, etc•Complete renewal process for existing customers on annual basis, updating account information (contacts, addresses, plans, etc), adding new plans, etc•Maintain current working knowledge of underwriting guidelines and multiple state regulations regarding small group business regulations•Update systems/trackers with current account status during the installation/renewal process

Education

• Bridgewater State University

  Bachelor's degree

  2018 — 2022

• Old Rochester Regional School

  High School Diploma

  2014 — 2018