Katie Carlson
Director of Client Services - Employee Benefits @USI Insurance Services
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WORK HISTORY
Director of Client Services - Employee Benefits @USI Insurance Services
Bloomington, MN, US
Director of Employee Benefits Account Management, leading Account Managers, Career Track Account Representatives & indirectly leading the Sr. Account Representative team. My team supports all client sizes, while also supporting Consultants & Account Executives. We service clients throughout the year, including at renewal while making changes to their benefit programs, solving problems, organizing workflows & client files within our Data Management System. The Account Management Team\'s main focus is on developing and maintaining long-term relationships with our clients, which improve customer loyalty and retention. Also, responsible for identifying and establishing the EB Account Management service priorities for both long and short-range objectives.
SKILLS
ABOUT KATIE CARLSON
Director of Client Services - Employee Benefits at USI Insurance Services
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