Senior Consultant, CPBS
Katie Moxley joined PSA Insurance & Financial Services as an Employee Benefits Consultant in April 2014. She is responsible for strategy and planning of our clients annual benefits program, consultant meetings and presentations, client project management, marketing and RFP development, plan design review and recommendations, carrier vendor negotiations, overseeing plan implementations, employee plan communications, and, most importantly, maintaining client relationships.
Prior to joining PSA, Katie was a Benefits Consultant at Employee Benefit Services of Maryland and a Customer Service Representative at Kelly & Associates Insurance Group. She has worked in the employee benefits industry for over 10 years.
Katie obtained the Certified Pharmacy Benefits Specialist certification and she graduated from Elon University with a B.A. in International Studies and Business Administration. She has also earned her Registered Health Underwriter (RHU) and Registered Employee Benefits Consultant (REBC) designations from The American College.
Business/Customer Service Philosophy
“Always keep the clients best interest as the top priority. That mindset will inevitably lead to trust between myself and the client, and they will view me as a true advisor. I believe in taking the time to listen to each client’s specific needs and wants, and using that information to take a customized approach to their recommendations and strategic benefits plans.”