
Kathryn Conte
Account Representative

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About me
Wife | Mother | Seeking a dynamic role focused on driving customer success, fostering strong relationships, and delivering impactful solutions through strategic planning and collaboration.
Education

Regis University
2003 - 2006Bachelor of Science (BS) Business Administration and Management, General
Experience

Gadrian Corporation
Sept 1993 - May 1999Account RepresentativeAs an Account Representative, I was tasked with working with specific providers and organizations to ensure compliance with regulations. Key responsibilities include maintaining accurate records, managing accreditation and certification processes, and coordinating with insurance companies on coverage and policies. Proficiency in relevant computer programs, excellent attention to detail, and strong communication skills. Familiarity with medical terminology, solid research abilities, and exceptional organizational skills were required. Show less

Copic Companies
May 1999 - Jun 2010UnderwriterPerformed a wide array of underwriting and marketing functions, demonstratingknowledge and competence in both relationship development and technical underwriting skills.Underwriting functions include analyzing and evaluating complex risks and exposures of business submitted through Excess and Surplus Lines brokers, and direct business - solo physicians, multi-specialty clinics and large hospital systems were all among my book of insureds. Applied a working knowledge of rates, forms, pricing structures, terms and conditions in primary and excess medical malpractice lines. Collaborated with a team of professionals within the company, leveraging resources to provide a best in class response to our valued clients. My primary goal was to write profitable business by applying sound and competitive pricing and policy structures to submitted accounts and seeking production opportunities that enhance our profit objectives.Systems used: Microsoft suite, Delphi, DORA. Show less

Grape Expectations Wine & Spirits
Jun 2010 - Jan 2024Chief Operating OfficerI functioned as the General Manager, overseeing all distribution operations to ensure seamless order fulfillment, efficient logistics, and superior customer satisfaction. I was responsible for driving operational excellence, optimizing processes, and fostering a high-performance culture within the organization. I was pivotal in supporting the company’s growth and maintaining its reputation for quality and reliability in the competitive Colorado market.Systems used: Microsoft Suite, Apple Developer, CRM's, POS/Register, Quickbooks, e-commerce platform, digital/marketing platform, video conferencing, HR/Payroll systems, Slack/Outlook Show less

Kindred Hospitals
Mar 2011 - Oct 2012Medical Staff CoordinatorResponsible for review, analysis and follow up of credentialing and privileging applications, maintaining strict confidentiality, and ensuring compliance with organizational policies and accrediting and regulatory agencies.Systems used: EPIC, Microsoft Suite (Access, Word, Excel, Outlook), NPI Registry, FMG, DORA, MedTrak

Dandille Tre
Sept 2024 - nowBusiness ConsultantI specialize in providing comprehensive support for businesses by offering expert bookkeeping services, QuickBooks assistance, and strategic marketing plans. I also assist with HR-related tasks such as crafting job descriptions, developing employee handbooks, and managing postings. In addition, I help businesses streamline operations with organizational and functional design solutions, enabling you to take control of the chaos and foster greater efficiency and growth. Let me handle the details, so you can focus on what matters most.I partner with businesses to optimize operations and drive performance by analyzing market trends and financial data to identify growth opportunities and minimize risks. I manage bookkeeping tasks, ensuring accurate QuickBooks entries and preparing financial statements, while streamlining invoicing and payment processes to maintain healthy cash flow.I also develop marketing plans that boost brand visibility and sales through tailored strategies and digital marketing, increasing social media engagement. Additionally, I write clear, compliant policies to improve efficiency and reduce legal risks.In HR, I create job postings, manage the interview process, and help fill key positions to reduce turnover. I assist with budget creation, aligning financial goals and identifying cost-saving opportunities. My organizational skills improve productivity by streamlining office systems and enhancing team collaboration. With my diverse expertise, I drive positive change and support long-term business growth.Systems Used: Microsoft Suite (Word, Excel, PowerPoint, Teams); HubSpot; QuickBooks; Apple Developer; Lightspeed, Wordpress, Canva Show less

Kohl's Department Store
Sept 2024 - Nov 2024Seasonal Sales AssociateI delivered excellent customer service in point of sale and customer services processes while focusing on consistent execution and operational efficiency. I delivered speed of service transactions while creating a compelling customer experience. Regardless of the task, working in this environment gave me opportunity to appreciate retail workers in a new light. Whether we were unloading trucks or helping a customer find the perfect item. It was about connections.Systems Used: Workday,Zebra, POS/Register, Walkie-talkies Show less
Licenses & Certifications

Life and Health Insurance License
DORA - Colorado Department of Regulatory AgenciesDec 2024
Volunteer Experience
Deacon
Issued by Montview Boulevard Presbyterian Church on Jan 2012
Associated with Kathryn ConteDeacon
Issued by Montview Boulevard Presbyterian Church on Jan 2018
Associated with Kathryn Conte
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