Summary
Overview
Work History
Skills
Timeline
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Kathryn Widman

Fuquay-Varina,NC

Summary

Operations professional with strong background in optimizing processes and driving team performance. Proven ability to lead collaborative efforts, adapt to changing demands, and deliver impactful results. Experienced with leading Operations Renewals team to achieve streamlined processes and efficient workflows. Utilizes strong problem-solving skills and effective resource management to drive operational success. Track record of fostering team collaboration and delivering consistent results in dynamic environments.

Overview

9
9
years of professional experience

Work History

Operations Team Lead - License Renewals

RegEd
08.2020 - Current
  • Mentor and develop fellow team members through training, sharing of best practices and exhibiting strong sense of ownership and accountability.
  • Manage license Renewal applications process for various clients.
  • Devised templates for new and existing clients to streamline and enhance productivity, reducing processing gaps.
  • Insure compliance with internal procedures, FNRA and State regulations.
  • Manage communication between necessary agents, client contacts, state offices and other entities.
  • Consistently exceed company defined productivity and accuracy rates year over year, surpassing service quality standards.
  • Improved team efficiency by coordinating daily operations and streamlining workflows.
  • Supervised staff schedules to maximize productivity and minimize downtime.
  • Led team meetings to address challenges and implement solutions for operational improvements.
  • Reduced operational bottlenecks by analyzing processes and identifying areas for improvement.
  • Streamlined resource allocation to optimize team output and productivity.
  • Implemented quality control measures to reduce errors and ensure consistent standards across all operations tasks.
  • Generated reports detailing findings and recommendations.

Licensing Specialist

RegEd
10.2017 - 08.2020
  • Prepared and process insurance agents/agencies licensing, appointments, license amendments to maintain client's compliance with state laws and regulations
  • Manage communication between necessary agents, client contacts, state offices and other entities
  • Effectively communicate orally, written and verbally with clients and co-workers to perform routine data entry or other office support activities including creating, sorting, photocopying, distributing, and filing documents

Licensing Coordinator

RegEd
08.2016 - 10.2017
  • Audit license data for accuracy and integrity.
  • Identify process breakdowns and determine proper corrective solutions.
  • Process transactions to ensure client satisfaction.
  • Identified, logged, and reported errors found when performing quality control checks of paperwork required to process license appointments and renewals.
  • Coordinated workflow between various task-centered groups within the department to meet client service-level standards.
  • Manage communication between necessary agents, client contacts, state offices and other entities.
  • Utilize solid knowledge of MS Word, Excel, Outlook, PowerPoint and Access to manage client data.
  • Generate reports pertaining to production and processing issues using Excel, Access and SharePoint and oversee department projects and assure they are completed accurately.

Skills

  • Analytical Problem Solving
  • Detail oriented
  • Adapts to Fast-Paced Environments
  • Collaborative Team Member
  • Team leadership
  • strategic planning
  • process improvement
  • Performance monitoring
  • Organizational skills
  • Collaborative work

Timeline

Operations Team Lead - License Renewals

RegEd
08.2020 - Current

Licensing Specialist

RegEd
10.2017 - 08.2020

Licensing Coordinator

RegEd
08.2016 - 10.2017

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Kathryn Widman