Katie Foland
Manager at Acuity Insurance- Claim this Profile
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Topline Score
Bio
Experience
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Acuity Insurance
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United States
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Insurance
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700 & Above Employee
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Manager
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Sep 2019 - Present
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Licensed Insurance Agent
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Oct 2017 - Sep 2019
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Account Executive
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Jan 2014 - Oct 2017
Louisville, CO • Utilizes account management software to prioritize, schedule, and maintain over 350 client accounts nationwide • Enhances customer experience by communicating efficiently, effectively, and personably with each insured • Corresponds with commercial lines underwriters to build insurance quotes and construct policy proposals • Submits proposals to potential and existing clients and explains the policy conditions in understandable terms • Responds to inquiries and requests for… Show more • Utilizes account management software to prioritize, schedule, and maintain over 350 client accounts nationwide • Enhances customer experience by communicating efficiently, effectively, and personably with each insured • Corresponds with commercial lines underwriters to build insurance quotes and construct policy proposals • Submits proposals to potential and existing clients and explains the policy conditions in understandable terms • Responds to inquiries and requests for additional policy information • Prepares, reviews and analyzes technical insurance documents to assure accuracy and completeness Show less
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Education
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Colorado State University-Global Campus
Bachelor’s Degree, Business Administration and Management, General -
University of Alaska Anchorage
Associate’s Degree, General Studies