Katie Burnett
Bloomsburg
Summary
Licensed Health Insurance Agent with 10+ years of experience managing employer benefit programs. Dedicated to balancing cost containment solutions for employers without compromising their valuable benefit offerings.
Overview
1
1
Certification
12
12
years of professional experience
Work History
Senior Account Service Representative
OneSource Benefits
Mountain Top
2015.11 - Current
- Specialize in client retention and renewal strategy, providing ongoing service for 70 employer groups of 2-1,000 subscribers. Assigned to retain the agency's largest and most strategic customers.
- Coordinate with TPAs, stop-loss carriers, and vendors as primary point of contact for agency’s self-funded clients, presenting in-depth claims utilization review and renewal analysis to employer groups.
- Evaluate multiple funding products, including Fully-, Level-, and Self-Funding, to determine and recommend best cost containment strategy.
- Strengthen client relationships and resolve complex coverage issues while ensuring compliance with ACA and other regulatory requirements.
Eligibility Specialist
Eligibility Screening Services
Northeastern
2014.12 - 2015.11
- Evaluated self-pay patients for local, state, and federal assistance programs across 7 hospitals in NEPA, facilitating access to necessary healthcare resources.
- Provided continuation of training support to 15 onsite staff members while serving
as a liaison between the representatives and the Client Service Managers and Director. - Provided continuation of training support to 15 onsite staff members while servingas a liaison between the representatives and the Client Service Managers and Director.
Education
Bachelor of Science - Health Policy And Administration
Pennsylvania State University
University Park, PA2014-05
Skills
- Client retention
- Renewal strategy
- Claims analysis
- Benefit program management
- Compliance support
- Vendor coordination
- Customer relationship management
Affiliations
- 2024 Graduate of Leadership Northeast - Core Class
Certification
- PA Life, Accident, & Health Insurance License Exp. 5.31.28
Timeline
Senior Account Service Representative
OneSource Benefits
2015.11 - Current
Eligibility Specialist
Eligibility Screening Services
2014.12 - 2015.11
Bachelor of Science - Health Policy And Administration
Pennsylvania State University