Kathleen Betancourt
Summary
Results-driven insurance professional with expertise in customer service, market research, and client communication. Proven ability to analyze policies and assess risks, ensuring tailored solutions for clients.
Overview
6
6
years of professional experience
Work History
Insurance Agent
PHP Agency Inc.
02.2022 - Current
- Counseled prospects and policyholders on coverage, limits and regulations.
- Explained coverage options to potential policyholders, answering questions or concerns.
- Monitored clients' insurance coverages to ensure changing needs were met.
Insurance Agent
Primerica
02.2020 - 02.2022
- Conducted in-depth market research to identify competitive insurance products.
- Delivered exceptional customer service for client policy inquiries.
- Utilized CRM software to manage client relationships and track interactions.
- Networked with local businesses to generate leads and expand clientele base.
Education
Portmont At Mount St Mary's
Los Angeles, CASkills
- Policy analysis
- Risk assessment
- Customer service and relations
- Market research
- Client communication
Timeline
Insurance Agent
PHP Agency Inc.
02.2022 - Current
Insurance Agent
Primerica
02.2020 - 02.2022
Portmont At Mount St Mary's