Katie Mclean
About Katie Mclean
Katie Mclean is a Benefits Specialist with a background in claims management and financial services. She has worked at Liberty Mutual Insurance and Fidelity Investments, and holds a Bachelor of Arts in Sociology from UC Santa Barbara.
Work at Milliman
Katie Mclean currently holds the position of Benefits Specialist at Milliman. In this role, she focuses on providing expertise in employee benefits and ensuring compliance with relevant regulations. Her responsibilities include analyzing benefit plans and assisting clients in optimizing their benefits offerings.
Previous Experience in Insurance and Finance
Katie Mclean has extensive experience in the insurance and finance sectors. She worked at Liberty Mutual Insurance as a Senior Claims Manager for ten years, from 1997 to 2007, in Boston, Massachusetts. Following this, she joined Fidelity Investments, where she served as a Financial Associate from 2008 to 2014. She also held a position as a Customer Service Associate at Fidelity Investments for ten months in 2014.
Education and Expertise
Katie Mclean studied Liberal Arts and Liberal Studies at Moorpark College, where she earned an Associate of Arts degree from 1991 to 1993. She then attended UC Santa Barbara, completing a Bachelor of Arts in Sociology from 1993 to 1996. Her educational background supports her expertise in benefits management and client relations.
Background in Claims Management
During her tenure at Liberty Mutual Insurance, Katie Mclean developed skills in claims management, which included overseeing claims processes and ensuring customer satisfaction. This experience laid a foundation for her later roles in finance and benefits management.