Katelyn Winjum
Ankeny
Summary
Quality-driven Compliance Analyst with expertise in tracking, documentation, and reporting requirements. Demonstrated success in developing efficient processes, maintaining high standards, and aligning efforts with organizational goals. Recognized for collaborative approach and unwavering commitment to excellence. Possess over 7 years of experience in the insurance industry, driven by a motivated and energetic mindset.
Overview
8
8
years of professional experience
Work History
Sr. Compliance Analyst
Fidelity & Guaranty Life
03.2025 - 06.2025
- Investigated potential fraud and completed all steps to resolution
- Reviewed reports on agent monitoring to identify potential red flags and communicated findings to upper management
- Provided complete and thorough responses to DOI inquiries received
- Collaborated with cross-functional teams to streamline compliance processes and improve operational efficiency.
Annuity Operations Bank Supervisor
Fidelity & Guaranty Life
09.2022 - 03.2025
- Collaborated with other Annuity New Business Supervisors daily to maintain and distribute workload across all teams
- Reviewed and research incoming escalations to determine appropriate next steps and resolution for both new business and post issue inquiries
- Met regularly with my 11 direct reports to focus on their growth and development
- Implemented process improvements that enhanced workflow efficiency and reduced errors.
Annuity Operations Bank Team Lead
Fidelity & Guaranty Life
01.2022 - 09.2022
- Fully trained new employees on systems, reviewed processes, and handled phone inquiries
- Completed quality control of a team of 17 by auditing and monitoring pending business
- Fielded escalated phone calls and requests, reviewed for exceptions within my scope
- Developed new hires by providing continuous feedback and support
Key Accounts Specialist I/II
Fidelity & Guaranty Life
06.2020 - 01.2022
- Reviewed 15 cases daily while maintaining high quality and building relationships
- Distributed daily tasks amongst our team and monitored queues to stay in standard
- Provided process improvements to ensure success on a new and growing team
Annuity New Business Specialist I/II
Fidelity & Guaranty Life
04.2018 - 06.2020
- Took escalated phone calls and created solutions to maintain relationships with agents
- Distributed daily tasks amongst our team of 20
- Mentored and developed newer employees by second reviewing their cases and providing constructive feedback
- Built relationships with agents/IMOs by providing reliable and timely service
Assistant Manager
Hy-Vee
07.2017 - 01.2018
- Trained new employees on customer service skills and the operation of registers
- Managed a team of up to 20 employees while running the front end of the store
- Attended to customer request and complaints to ensure guest satisfaction
Education
B.B.A. - Human Resources Management
The University of Iowa
Iowa City, IA05.2017
Skills
- Problem-solving
- Critical Thinking
- People Management
- Multitasking
- Attention to detail
- Adaptability and flexibility
- Reliability
- Effective communication
Professional Development
- Completed the Professional Development Track through F&G
- Founding member of the Employee Engagement Committee for the Life and Annuity New
Business Operations Department at F&G
- Nominated and selected for Des Moines Fellowship 2025-2026 Program
- Certified Fraud Examiner Certification (in progress)
Timeline
Sr. Compliance Analyst
Fidelity & Guaranty Life
03.2025 - 06.2025
Annuity Operations Bank Supervisor
Fidelity & Guaranty Life
09.2022 - 03.2025
Annuity Operations Bank Team Lead
Fidelity & Guaranty Life
01.2022 - 09.2022
Key Accounts Specialist I/II
Fidelity & Guaranty Life
06.2020 - 01.2022
Annuity New Business Specialist I/II
Fidelity & Guaranty Life
04.2018 - 06.2020
Assistant Manager
Hy-Vee
07.2017 - 01.2018
B.B.A. - Human Resources Management
The University of Iowa
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