Katherine Lainez - Insurance Agent

Summary

Motivated and bilingual customer service professional with over two years of experience in sales and client management. Recognized as a top-selling agent at Freeway Insurance for a month, consistently generating referrals and exceeding sales targets. Skilled in multitasking, navigating multiple computer systems, and providing empathetic support to diverse customers. Passionate about helping others and delivering exceptional service in fast-paced, remote environments.

Overview

1

year of professional experience

Work History

Insurance Agent

Freeway Insurance

Houston

04.2024 - 06.2025

Achieved recognition as the top-selling agent for one month,demonstrating strong sales skills and customer engagement.
Consistently received referrals from satisfied clients, showcasing excellent service and trust building abilities.
Managed customer inquiries, provided policy explanations, and assisted with quotes, billing, and coverage options.
Developed bilingual communication skills by effectively supporting Spanish and English speaking clients.
Maintained detailed records and navigated multiple computer systems to process policies efficiently.
Processed payments received from clients promptly according to established procedures.
Resolved customer complaints in a timely manner to maintain high satisfaction levels.

Education

N.H.A Certification -

Gary Job Corps

San Marcos, TX

05-2022

High School Diploma -

Dwight Eisenhower High School

Houston , TX

05-2020

Skills

Bilingual: Fluent in Spanish and English (speaking, reading, writing)
Customer Service & Support Insurance Sales & Policy Management Multitasking & Computer Proficiency
Empathy & Active ListeningReferral Generation & Client Follow-up
Sales strategies
Customer relationship management

Networking skills
Problem solving
Client retention
Team collaboration
Calm under pressure

Timeline