KATHRYN WILSON
TOPEKA
Summary
Seeking a new challenge for growth and change, leveraging leadership and customer service expertise to enhance a dynamic team. Proficient in high-pressure situations and quick adaptation, with a decade of experience in the Financial Industry including mutual funds, annuities, life insurance, and retirement products. Over two decades of Customer Service experience excelling in building rapport, ensuring client satisfaction, and managing complaints. Proven leader in customer service developing client relationships, training employees, and upholding industry guidelines. Skilled in complex problem-solving, maintaining social perceptiveness, and adept at resolving client issues for effective account management.
Overview
19
19
years of professional experience
Work History
Level III - Account Service Representative
SE2 / Zinnia
08.2016 - 11.2024
- Aided with the evaluation of accounts to maintain reconciliation of accounts to insure balance on policies for multiple blocks of business.
- Responsible reviewing Level 1 vouchers to confirm accuracy and provide documentation for approval/denial of funds manually being issued to clients.
- Collaborated with managers to help coordinate and initiate training for new employees.
- Balanced multiple accounts simultaneously, maintaining regular contact, and professional relationships with each.
- Educated clients on relevant policies and options and answered questions to remedy issues.
- Identified new opportunities and cultivated leads to consistently meet sales goals and increase business growth.
Media Account Executive
Country Legends 106.9
01.2013 - 01.2016
- Established rapport with existing clients as well as developing new accounts.
- Researched advertising or sponsorship opportunities for programming.
- Served as a liaison to ensure that our company was best suited for the clients and listeners.
- Facilitated marketing ideas and developed multiple public events and on-air promotions.
Family Support Worker
KVC / TFI, INC
01.2006 - 01.2011
- Counsel individuals, groups, families, or communities regarding issues including mental health, poverty, unemployment, substance abuse, physical abuse, rehabilitation, social adjustment, childcare and/or medical care.
- Interview clients individually, families and/or groups in order to assess any information to help the child in need of care.
- Serve as liaisons between courts, facilities and family to establish best care for the well-being of the minor children on my caseload.
Education
Diploma -
Seaman High School
Specific courses of study
Allen County Community College
Specific courses of study
Washburn University
Skills
- Effective team collaboration
- Communication
- Multi-Tasking
- Dedication
- Leadership
- Professionalism and etiquette
- Performance tracking
- Industry awareness
- Financial literacy
- Strong interpersonal skills
- Teamwork and collaboration
- Problem-solving
- Customer service
- Attention to detail
- Multitasking Abilities
- Calm and professional under pressure
LANGUAGES
English
Sign language
Timeline
Level III - Account Service Representative
SE2 / Zinnia
08.2016 - 11.2024
Media Account Executive
Country Legends 106.9
01.2013 - 01.2016
Family Support Worker
KVC / TFI, INC
01.2006 - 01.2011
Specific courses of study
Allen County Community College
Specific courses of study
Washburn University
Diploma -
Seaman High School
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