Katelyn Rex Email & Phone Number

Des Moines, IA

• Performs Data Product Owner role duties
• Collaborates with Data Product Manager for the Domain, Data Management, IT, and Business Leadership to develop the roadmap of feature delivery within the domain
• Collaborates with Solution Architects and Domain Data Governance to ensure the relevant standards and quality requirements are met within the domain
• Provides business-minded thought leadership throughout all phases of data development, including intake, work initiation and iteration planning and project estimations;
• Works closely with the IT lines to provide business requirements, manage communications between Technology and business, resolve blockers/questions/support needs, conduct/coordinate UAT and approve releases
• Supports the flow of work to the agile teams, ensures the work is well defined, visualized, sized appropriately and that there is a continuous flow of work to the teams

Des Moines, Iowa, United States

• Performed financial transactions and activities relating to customers, agents, vendors, etc which include receipt, reconciliation, resolution, and disbursement of funds
• Performed internal collection activities for agency billed accounts, complete manual direct billed commission payments and determined reinstatements as appropriate
• Researched more complex money related transaction discrepancies that typically require more curiosity and experience to identify root cause and solutions to the issues
• Made decisions around course of action independently and determined appropriate actions using professional judgment combined with business unit procedures with very little leader oversight
• Lead various projects to determine the root cause and developed/implemented solutions for the team.
• Continuously looked for ways to improve to meet customers and agents needs

• Collaborated with Directors, Managers, Underwriters and Associate Underwriters to develop and maintain the workflows for New Business, Renewals and Endorsements for the newly created AU team
• Implemented changes to the workflow to better assist the underwriting floor
• Provided guidance for the Associate Underwriters’ questions and assist with their system issues
• Monitored queues in e-file and the team email to ensure efficiency within the department
• Assisted underwriters with their rushes and system issues in a timely manner
• Created and maintained training documents and checklists for the team on our team Spot site

Des Moines, Iowa, United States

• Reviewed new business applications and assisted in setting up and rating quotes
• Assisted in setting up and rating renewals and contacted agent for renewal updates
• Proactively developed a workflow for processing and setting up new business/renewal quotes to help create a standard within my team
• Contacted agents for additional information when needed
• Ran ad-hoc reports for new business and renewals (CAB, EXP mods, D&B, flood, earthquake, etc)
• Reviewed endorsement requests from agents and sent detailed instructions to processing teams

Des Moines, Iowa, United States

• Prioritized daily work to meet service levels
• Effectively adapted to the ever-changing insurance and financial environment at Nationwide
• Assisted with the Trust List and Salvage EFT Macros & trained team members on how to use them, created workflows with screenshots for the macros, and assisted with questions/issues after the training
• Developed macros for daily processing
• Filed towing claims and issued payments for Nationwide, Allied and THI/Victoria
• Dedicated to high quality standards and keeping up to date on current processing guidelines

Des Moines, Iowa, United States