Kristin Washburn
Columbia,SC
Summary
Strong leader and problem-solver dedicated to streamlining operations to decrease costs and promote organizational efficiency. Uses independent decision-making skills and sound judgment to positively impact company success.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Manager of Process, Projects, and Training
The Cason Group
10.2022 - Current
- Manage all internal staff process implementation, updates, and audits.
- Manage all vendor relationships and systems.
- Improve efficiency and effectiveness of performance and management of processes across departments.
- Provide new employee training and on-going staff training for Financial Services team members.
- Provide on-boarding training to new advisors/staff and on-going trainings on updated initiatives for existing advisors/staff.
- Execute project implementation and maintain schedule and related documents for assigned projects.
Manager of Financial Services Operations
The Cason Group
06.2019 - 10.2022
- Oversaw Case Management and L&C staff, provided career development counsel, conducted interviews with prospective hires.
- Managed workload and staffing needs according to projected sales growth.
- Resolved escalated issues and enhanced efficiency by analyzing and documenting precess and problems and developed solutions to create and enhance efficiencies.
- Scheduled and conducted department meetings and staff assignments, training, PTO, and employee performance reviews.
- Oversaw implementation and administration of department specific technology.
Supervisor, Financial Services Operations
The Cason Group
10.2017 - 05.2019
Financial Services Case Manager
The Cason Group
06.2015 - 09.2017
Individual Floater
The Cason Group
11.2014 - 05.2015
Education
Bachelor of Science - Biology
Francis Marion University
Florence, SC05.2013
Skills
- Operations Management
- Policy Implementation
- Strategic Planning
- Project Management
- Verbal and Written Communication
- Staff Training and Development
- Process Improvement
Certification
- Life, Accident, and Health Insurance Licensed
- NAILBA Certified Manager Certification
- Lean Six Sigma Green Belt
Timeline
Manager of Process, Projects, and Training
The Cason Group
10.2022 - Current
Manager of Financial Services Operations
The Cason Group
06.2019 - 10.2022
Supervisor, Financial Services Operations
The Cason Group
10.2017 - 05.2019
Financial Services Case Manager
The Cason Group
06.2015 - 09.2017
Individual Floater
The Cason Group
11.2014 - 05.2015
Bachelor of Science - Biology
Francis Marion University
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