Catherine May

Client Operations Specialist at Omada Health
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Contact Information
us****@****om
(386) 825-5501
Location
Charlotte, North Carolina, United States, US

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Experience

    • United States
    • Hospitals and Health Care
    • 400 - 500 Employee
    • Client Operations Specialist
      • Jan 2022 - Present

      A B2B specialist responsible for technical configuration and troubleshooting of Omada systems. • Oversee and configure post-sales implementation for new clients • Work hand in hand with marketing, customer success managers, engineering to support go to market efforts and ensure ongoing execution success • Investigate, triage, and resolve cases from external and internal stakeholders • Manage the intricate life cycle of reporting requests • Execute 15-20 enrollment campaigns weekly reaching thousands of potential covered lives • Create and manage secure file transfer protocol (sFTP) connections for customers, third-party aggregators, and health plans • Setup and monitor incoming data feeds for failures and perform level 1 troubleshooting by identifying file inconsistencies • Created and currently maintain a team metrics dashboard in Zendesk • Organize onboarding schedule for new hires and assist with training and shadow sessions • Top team contributor in 2022 (inaugural year) solving 16% of the team's total case tickets Show less

    • United States
    • Insurance
    • 100 - 200 Employee
    • Underwriter II and Trainer
      • Nov 2020 - Jan 2022

      Renewal underwriter and trainer for the multi-family package product spanning 17 major urban markets• Sole underwriter for the growing $24MM renewal book• Consistently met or exceeded monthly renewal premium goals in 2021• Mentored and trained multiple new employees on company systems, internal processes, and overall program guidelines• Evaluated renewal policies and claims to ensure proper risk selection• Maintained quality control, compliance, and proper documentation• Worked independently within deadlines while understanding the necessity for communicating and coordinating work efforts with stakeholders• Case management via Salesforce Show less

    • Underwriter I
      • Sep 2018 - Nov 2020

      Property and GL underwriter with $6MM per risk authority for this nationwide multi-family program spanning 15 major urban markets• Responsible for 100% of the $22MM urban residential program renewal book leading to a 87% renewal retention each year• Served as company's primary program underwriting contact nationwide• Initiated, implemented, and managed new carrier renewal program in 2019 resulting in 80% renewals in first four months• Reviewed and analyzed claims history to price risks• Designated new employee technical trainer• Conducted ongoing underwriting compliance audits• Navigated online broker portal to complete tasks and troubleshoot• Utilized Salesforce, DuckCreek, Core Logic Risk Meter, ImageRight, etc. on a daily basis Show less

    • Associate Underwriter
      • Jan 2017 - Sep 2018

      Service and renewal underwriter for the urban residential package program (admitted market) and new business underwriter for the Vacant Building and Builder’s Risk Program (non-admitted market) with authority of $3MM in total insured value per risk• Responsible for underwriting; rating; reviewing inspections; referral write ups; and issuing notices• Consulted with clients on coverage, terms, and endorsement requests• Tracked and quoted monthly renewal list to optimize policy retention• Collaborated with Program Underwriters, Customer Solutions Team, Management, Sales, and Accounting to field and provide resolution for a broad range of customer inquiries and concerns• Obtained my Illinois Fire and Casualty Producer's license in 1 month Show less

    • United States
    • Real Estate
    • 700 & Above Employee
    • Commercial Real Estate Research Analyst
      • Jul 2015 - Oct 2016

      Investigated and captured market-critical information to maintain and develop a database of commercial real estate inventory for this leading, national real estate data marketing organization • Managed and maintained all critical data for a portfolio of 1,600+ commercial real estate properties in the DC market • Conducted 30+ calls/day and 10+ daily interviews with brokers, developers, investors, and other real estate professionals to obtain real-time property and transaction data • Effectively maintained and built mutually beneficial relationships with clients • Drove data compliance and accuracy from 67% to 91% in one month. Maintained this level going forward through disciplined client contact and auditing • Served as team leader for new property leads verified from SEC filings, tax records, and news articles Show less

    • Telephone Call Centers
    • 1 - 100 Employee
    • Summer Intern
      • May 2012 - Aug 2012

      • Audited HR files for completeness • Developed database of records culled from the Internet for direct mail marketing • Managed execution of direct mail campaigns • Utilized numerous web applications such as SugarCRM and Salesforce • Audited HR files for completeness • Developed database of records culled from the Internet for direct mail marketing • Managed execution of direct mail campaigns • Utilized numerous web applications such as SugarCRM and Salesforce

    • United States
    • Retail
    • 700 & Above Employee
    • Team Member
      • Aug 2010 - Aug 2011

      • Maintained merchandise flow, filling, and presentation throughout the store and stockroom • Accepted and organized shipments • General customer service • Maintained merchandise flow, filling, and presentation throughout the store and stockroom • Accepted and organized shipments • General customer service

Education

  • Wittenberg University
    BA, Business Finance
    2012 - 2015
  • The Danish Institute
    Copenhagen, Denmark, Study Abroad
    2014 - 2014
  • Furman University
    Business
    2011 - 2012
  • Revere High School
    2007 - 2011

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