Katlyn Etienne

Client Service Administrator

Katlyn Etienne, Client Service Administrator

Katlyn joined the team in Fall of 2022 as a Client Service Administrator. This is her first role in the financial industry as she has held previous careers in sales, inventory management, and event planning. In her new role, she is responsible for many aspects of our insurance administration. This includes analyzing and reporting cash value information for our clients’ financial statements, generating inforce illustrations for client reviews, reporting economic benefit and loan regime for split dollar life insurance, processing death claims, as well as assisting with non-qualified executive benefit plans. 

Katlyn is a graduate of The Fox School of Business at Temple University where she received her B.A in Supply Chain Management. While in school, among other internships, she took up bartending and has been doing it for many years now. She enjoys working banquets and events on the weekends. She is also a big fan of traveling, food, movies, and basketball.