Katherine Davis Lindner, CPCU, AIDA

Katherine Davis Lindner, CPCU, AIDA

Carolina Caller

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  • Timeline

  • About me

    Operations Director, Middle Market Operations at Travelers

  • Education

    • University of South Carolina-Columbia

      -
      Bachelor's degree Marketing, Human Resources Management
  • Experience

    • RuffaloCODY

      Feb 2009 - May 2012
      Carolina Caller

      Raise contributions for the USC Annual Fund, student scholarships, and university programs through telephone solicitations of alumni and friends of the university. Effectively use communication and computer skills while contacting prospects by telephone.Fundraised over $110,000 for the Carolina Fund.

    • Campus Special (acquired by Chegg, Inc.)

      May 2010 - Aug 2010
      Account Executive, Events Marketing Manager

      Prospected 25 local clients and marketed advertising space in student targeted coupon books. Developed and implemented event marketing campaign for Campus Special coupon books. Ranked in top 30% of 250 Account Executives nationwide, sales team was ranked #13 out of 100.Sold over $13,000 in total revenue during Summer 2010, produced a 36% growth of the market.Managed portfolio of clients, set up meetings, signed contracts, provided customer service, handled accounts receivables, and met production deadlines.Launched Columbia's first ever virtual Food Court, very experienced in all aspects of online sales and promotion.Ranked #15 out of 250 Account Executives for Food Court sales.Hired and trained a team of 8 students for on-campus promotion, built brand awareness and supervised distribution of 25,000 books Show less

    • State Farm

      May 2011 - Mar 2012
      Marketing and Sales Intern

      Implement marketing plan of auto, home, and life insurance as member of sales team and made significant contributions to customer database.Acquisition of industry and marketing knowledge used to calculate and promote auto and home quote recommendations for potential and current policyholders through face-to-face meetings and cold calls by telephone.Maintain presence throughout entirety of sale from prospecting phrase, conversion to sale, and customer service after sale.Completed organizational project of customer demographic database -analyzed and updated policyholder and prospect database using information from online requests and past marketing attempts by the company.Develop track record of trustworthiness, dependability, and ethical behavior. Show less

    • GEICO

      Jul 2012 - Dec 2018
      • Partner Relations and Licensing Manager

        Feb 2017 - Dec 2018
      • Partner Relations and Communications Manager

        Jan 2016 - Feb 2017
      • Customer Service Supervisor

        Nov 2013 - Jan 2016
      • Management Development Program Associate

        Jul 2012 - Nov 2013
    • Travelers

      Dec 2018 - now
      • Operations Director

        Apr 2024 - now
      • Operations Manager, Middle Market Operations

        Dec 2018 - now
  • Licenses & Certifications

    • Data Visualization

      Coursera
      Dec 2023
      View certificate certificate
    • Chartered Property Casualty Underwriter (CPCU)

      The Institutes CPCU Society
      Sept 2024
    • Associate in Insurance Data Analytics (AIDA)

      The Institutes CPCU Society
      May 2025
    • Lean Six Sigma Green Belt

      GEICO
      Nov 2018
    • Lean Six Sigma Yellow Belt Certification

      GEICO
      Jan 2014
    • The Science of Well-Being

      Yale University
      Oct 2023
      View certificate certificate
    • CPR/AED/First Aid

      Cardio Partners
      Apr 2024
  • Volunteer Experience

    • Finance Park Volunteer

      Issued by Junior Achievement USA on Jan 2024
      Junior Achievement USAAssociated with Katherine Davis Lindner, CPCU, AIDA
    • Volunteer Judge

      Issued by National Civics Bee on Feb 2024
      National Civics BeeAssociated with Katherine Davis Lindner, CPCU, AIDA