Katelyn Claffey

Experience

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  Custom Courier Solutions

  Jun 2018 - Aug 2018

  Human Resources Intern

  Manage all employee personnel files and data in coordination with compliance department.

• 

  Benefit Resource, LLC

  Jun 2019 - Jan 2021

  Client Operations Intern

  Implement new distribution system for reimbursement of health savings account payments. Support client operations team with onboarding and data entry for all new client accounts.

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  Custom Courier Solutions

  Jun 2021 - Apr 2022

  Corporate Services

  Execute all HR functions for 120 employees across 6 locations, including onboarding, recruitment, termination, payroll, benefits, personnel files and coordinating with external vendors and partners. Map financial data to prepare company P&L reports to track weekly efficiencies.

• 

  Thomas Brady & Associates

  Apr 2022 - Dec 2023

  Senior Insurance Analyst - New Business and Underwriting

  Direct all new business underwriting and case management, including client information management, and monitoring the lifecycle of a policy among 10 different insurance carriers and 3 individual producers.Coordinate communications with external partners, carriers, wire houses, underwriters and case managers.