KATHLYN MORRIS
Charlotte,NC
Summary
A high-energy, enthusiastic and dependable individual who excels in challenging and competitive environments. Exceptional management and leadership skills; motivating others towards success. Outstanding analytical, problem-solving, and troubleshooting skills; often resolving issues before they become problematic. Excellent communication skills, both verbal and written.
Overview
22
22
years of professional experience
Work History
Senior Executive Administrative Assistant
Melvin Group
Charlotte, NC
01.2019 - 12.2025
- Handled client communications including emails, phone calls, and messages
- Coordinated licensing between agents, carriers, NC DOI, and state rules/ regulations
- Managed administrative support tasks to all staff
- Completed payroll, commission reports, and business P&L
- Managed executive calendars, coordinating meetings and travel arrangements efficiently.
- Streamlined communication processes between departments to enhance information flow.
- Assisted in preparing presentations and reports for senior leadership meetings.
- Trained and mentored junior administrative staff on office protocols and tools.
- Implemented process improvements that reduced administrative turnaround times significantly.
- Supported the development of organizational policies and procedures providing input based on expertise in administrative best practices.
- Managed high-priority projects with tight deadlines for successful completion and on-time delivery.
Operations Manager - Insurance
Mass Mutual Insurance
Charlotte, NC
05.2017 - 01.2019
- Processed insurance policies up to $10M in a timely manner while ensuring that all components of the policy meet are executed properly in accordance with all State and Federal government regulations
- Implemented two pilot programs in New Business Life that had a positive impact on customer service as well as assisted in growing their own business
- Coordinated case management services to ensure comprehensive client support and satisfaction.
- Collaborated with multidisciplinary teams to optimize resource allocation and service delivery.
- Analyzed client data to track progress, identify gaps, and implement necessary adjustments.
- Maintained accurate documentation on all cases, ensuring compliance with regulations and confidentiality requirements.
- Developed individualized care plans based on client needs and insurance coverage options.
District Manager
Starbucks Coffee Company
Charlotte, NC
04.2004 - 08.2008
- Developed store management talent, oversaw district’s store management workforce, and made management staffing decisions
- Developed training programs for managers, focusing on leadership skills and team development.
- Fostered a high-performance culture by mentoring store managers in performance evaluation techniques.
- Oversaw successful store openings, coordinating logistics, staffing, training, and promotional efforts to ensure smooth transitions for new locations.
- Ensured compliance with company policies and procedures as well as federal/state regulations by conducting regular audits of operational practices at each location within the district.
- Achieved consistent revenue growth by identifying new business opportunities and expanding existing client base within the district.
- Ensured district-wide customer satisfaction an product quality and managed district financial performance
- Led operational excellence initiatives across multiple store locations to enhance customer service quality.
Education
High School Diploma -
St. Thomas Aquinas
Davie, FLSkills
- Strong organizational skills
- Detail-oriented
- Expert time management
- Effective problem solving
- Human resources support
Timeline
Senior Executive Administrative Assistant
Melvin Group
01.2019 - 12.2025
Operations Manager - Insurance
Mass Mutual Insurance
05.2017 - 01.2019
District Manager
Starbucks Coffee Company
04.2004 - 08.2008
High School Diploma -
St. Thomas Aquinas