Katrina Jackson
@katrinajackson1
I’m a Presale Quote Specialist focused on accurate quoting, underwriting support, and fast issue resolution.
What I'm looking for
I’m a reliable, detail-oriented Operations Support Specialist with 20+ years of experience monitoring systems, resolving issues, and executing structured workflows in fast-paced environments. I analyze alerts, troubleshoot problems, and document actions accurately—especially when I’m working independently in overnight, focus-driven settings.
In my current role as a Presale Quote Specialist, I prepare 10–20 presale quotes per week with a 24–48 hour turnaround on standard requests. I review census and rating details for accuracy, process 10–15 re-rates weekly based on plan revisions, and use Salesforce to track case progress and keep proposals up to date while partnering with Regional Account Executives to support new business and renewals.
Earlier in my career, I supported underwriting and verification at high volume, including benefits verification and coverage determination for 350+ patients monthly with 99% accuracy and a 17% reduction in verification turnaround times. From April 2012–April 2024, I reviewed applications using automated underwriting tools (including TeleLife), analyzed risk indicators, escalated complex cases to senior teams, and maintained thorough compliance documentation.
Experience
Work history, roles, and key accomplishments
Prepared 10–20 presale quotes per week and maintained 24–48 hour turnaround for standard requests by validating census and rating details. Processed 10–15 re-rates weekly in Salesforce and partnered with regional account executives to support new business and renewals.
Evaluated risk using medical history, prescription data, and client information, applying structured underwriting guidelines to approve or escalate cases. Maintained accurate, well-documented decisions for compliance and audit tracking.
Reviewed applications using automated underwriting tools (including TeleLife), analyzed risk indicators, and followed decision workflows to determine outcomes. Verified insurance eligibility and coverage for 350+ patients monthly with 99% accuracy, reducing verification turnaround times by 17%.
Education
Degrees, certifications, and relevant coursework
Katrina hasn't added their education
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Tech stack
Software and tools used professionally
Availability
Location
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