Summary
Overview
Work History
Education
Skills
Awards
References
Certification
Timeline
Generic

Katelyn Fulks

Chandler,TX

Summary

Experienced insurance producer with a proven track record of delivering high-quality insurance solutions. Possessing a comprehensive understanding of the insurance industry, I have successfully assessed customer risk and tailored solutions to meet their unique needs. Building trust with clients is a top priority, providing guidance and financial advice while consistently delivering outstanding service.

Overview

8
8
years of professional experience
1
1
Certification

Work History

Licensed Independent Producer/ Insurance Agent

The Nolen Agency LLC
06.2020 - Current
  • Built strong relationships with clients through consistent communication and excellent customer service.
  • Responded to customer calls swiftly to resolve issues and answer questions.
  • Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates..
  • Developed comprehensive knowledge of various insurance products, enabling effective recommendations for clients'' unique situations.
  • Served as a point of contact for patients seeking assistance with insurance claims or billing issues, ultimately improving customer satisfaction rates.
  • Developed organizational skills through managing multiple tasks simultaneously while adhering to strict deadlines.

Managed Print Specialist/Customer Service

Document Solutions
03.2020 - 06.2020
  • Analyzed usage reports regularly to recommend adjustments to printing strategies that improved efficiencies for both the organization''s operations and their bottom line.
  • Managed multiple projects concurrently, ensuring timely completion of all tasks while meeting or exceeding client expectations.
  • Provided exceptional customer service by addressing inquiries promptly and resolving issues effectively.
  • Managed inventory levels, maintaining appropriate stock levels for consumables while minimizing waste.
  • Maintained detailed records of client interactions, including requests, concerns, resolutions, and follow-up actions taken.
  • Proactively identified potential challenges and offered innovative solutions for addressing them before they became critical issues.

Florist/Front Desk

Celebrations Flowers and Gifts
08.2018 - 03.2020
  • Managed daily opening and closing of florist shop to prepare for incoming customers.
  • Prepared potted plants and bouquets based on customer requirements.
  • Contributed to a positive work environment through collaborative problem-solving and supportive teamwork among staff members.
  • Utilized floral design techniques to craft unique floral arrangements.
  • Transported and set up floral arrangements for large-scale functions, comprising weddings, funerals, and banquets.
  • Trained staff on proper techniques in arranging flowers and customer service skills.

Customer Service

Copeland’s Chandler Drug
03.2017 - 12.2017
  • Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
  • Issued receipts and processed refunds, credits, or exchanges.
  • Balanced multiple tasks simultaneously while maintaining composure under pressure during peak hours or challenging situations.
  • Kept front check out area clean and organized for efficient service.
  • Trained new team members on company policies, procedures, and best practices for excellent customer service delivery.
  • Assisted with backroom duties by unloading deliveries and stocking shelves.

Education

Associates - Business Administration / Management

Tyler Junior College
Tyler, TX
08.2020

Diploma -

Brownsboro High School
Brownsboro, TX
05.2017

Skills

  • New Client Development
  • Customer Retention
  • Team Building and Training
  • Proficient in Microsoft Word
  • Proficient in Excel
  • Proficient in Power Point
  • Ability to Multitask
  • Ability to Communicate clearly and effectively
  • Organizational skills
  • Time management
  • Problem-Solving
  • Dependable and Responsible

Awards

  • Inducted into Phi Theta Kappa Honor Society, 2018
  • Texas FFA Lonestar Degree, 2017

References

  • Charles Dixon MS DC, Owner of Dry Needle Chiropractic, Tyler, TX, 903-570-7080
  • Kim Cathey, 903-520-1873
  • Georgia Wright, 903-515-1313

Certification

  • Texas All Lines Adjuster License (2024)
  • Texas General Lines Property and Casualty Insurance License (2020)
  • Texas FFA Lonestar Degree (2017)

Timeline

Licensed Independent Producer/ Insurance Agent

The Nolen Agency LLC
06.2020 - Current

Managed Print Specialist/Customer Service

Document Solutions
03.2020 - 06.2020

Florist/Front Desk

Celebrations Flowers and Gifts
08.2018 - 03.2020

Customer Service

Copeland’s Chandler Drug
03.2017 - 12.2017

Associates - Business Administration / Management

Tyler Junior College

Diploma -

Brownsboro High School
  • Texas All Lines Adjuster License (2024)
  • Texas General Lines Property and Casualty Insurance License (2020)
  • Texas FFA Lonestar Degree (2017)
Katelyn Fulks