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Katrina JacksonKJ
Open to opportunities

Katrina Jackson

@katrinajackson1

I’m a Presale Quote Specialist focused on accurate quoting, underwriting support, and fast issue resolution.

United States
Message

What I'm looking for

I’m looking for a role where I can own accurate quoting and underwriting-support workflows, work independently (including overnight shifts), resolve issues quickly, and keep quality high through strong documentation and structured process execution.

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

The Hartford logoTH
Current

Presale Quote Specialist

May 2024 - Present (2 years 1 month)

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.

Education

Degrees, certifications, and relevant coursework

Katrina hasn't added their education

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Tech stack

Software and tools used professionally

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