Katelyn Theriot
Lake Charles,Louisiana
Summary
Health and Performance major specializing in Wellness Management, with over 6 years of experience in healthcare and insurance sectors. Skilled in Property and Casualty Insurance, Life and Health Insurance, and customer service, demonstrating strong leadership and interpersonal communication abilities. Proven track record in boosting sales through strategic insurance plan identification and managing diverse client portfolios, coupled with expertise in supporting medical staff in high-stakes environments.
Overview
6
6
years of professional experience
Work History
Insurance Agent
Farm Bureau
08.2024 - Current
- Self-motivated, with a strong sense of personal responsibility.
- Worked effectively in fast-paced environments.
- Proven ability to learn quickly and adapt to new situations.
- Developed personalized insurance plans tailored to client needs and risk profiles.
- Conducted thorough policy reviews to ensure compliance with regulatory standards.
- Provided expert guidance on coverage options, enhancing client understanding of products.
Insurance Sales Team Manager
Lindsey Cutler State Farm
07.2021 - 08.2024
- Boosted sales by identifying insurance plan opportunities and financial needs
- Managed a diverse client portfolio
- Implemented risk management strategies
- Handled policy renewals with precision
- Manage sales team production
Operating Room Assistance
Lake Charles Memorial Hospital
07.2019 - 05.2021
- Assisted medical staff with preparing surgery room consisting of assembling case carts, sterilizations of room and equipment
- Daily tasks also included restocking materials and equipment
- Retrieving samples, bringing to and from lab
- Eagerly facilitated patient transport, improving comfort and reducing wait times.
Education
Health and Human Performance - Sport and Wellness Management
McNeese State University
Lake Charles, Louisiana05.2020
Skills
- Interpersonal skills
- Critical thinking
- Problem solving
- Customer service
- Communication
- Leadership skills
- Teamwork
- Microsoft Office
- Life and Health Insurance
- Property and Casualty Insurance
- Financial Planning
Hobbies
CrossFit trainer, Tutor, Operating family show pig farm
Timeline
Insurance Agent
Farm Bureau
08.2024 - Current
Insurance Sales Team Manager
Lindsey Cutler State Farm
07.2021 - 08.2024
Operating Room Assistance
Lake Charles Memorial Hospital
07.2019 - 05.2021
Health and Human Performance - Sport and Wellness Management
McNeese State University