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
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
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
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