Kathy Ocelo
Tulsa
Summary
Bilingual marketing and insurance professional with a strong sales focus and hands-on experience in property claims within the restoration and roofing space. Focused on marketing strategies and fostering strong relationships with homeowners, contractors, and local businesses. Committed to empowering clients through clear communication and comprehensive understanding of insurance processes.
Overview
3
3
years of professional experience
Work History
Marketing and Outreach
Pegasus Roofing
Tulsa, OK
05.2025 - Current
- Promote roofing and storm damage services via social media and neighborhood campaigns
- Enhanced brand visibility and optimized lead generation strategies in residential markets.
- Developed strategies for community outreach and homeowner education to strengthen local marketing initiatives.
Insurance Agent
State Farm
Tulsa, OK
08.2024 - Current
- Analyzed client needs and risk assessments to develop targeted insurance policies.
- Grow new business through consultative sales of property, casualty, life, and health insurance products
- Utilized CRM software to manage client accounts and track interactions effectively.
- Build referral relationships with contractors, restoration teams, and local businesses
- Help homeowners and business owners understand coverage, claims processes, and loss prevention strategies
Life Insurance Agent
Liberty National Life Insurance Company
Tulsa, OK
07.2023 - 06.2024
- Developed personalized life insurance plans to meet client needs and financial goals.
- Conducted thorough risk assessments to determine suitable coverage options for clients.
- Built and maintained strong client relationships through regular follow-ups and consultations.
- Educated clients on policy features, death benefits, and claims processes to enhance understanding.
Education
High School Diploma -
Memorial High School
Tulsa, OKSkills
Marketing & Lead Generation
Bilingual Sales (English/Spanish)
Insurance Claims Support
Community Outreach
Client Relationship Building
Social Media Marketing
Xactimate Knowledgeable
Risk Assessment & Management
Licenses
Property and Casualty
Life, Health, and Sickness
Timeline
Marketing and Outreach
Pegasus Roofing
05.2025 - Current
Insurance Agent
State Farm
08.2024 - Current
Life Insurance Agent
Liberty National Life Insurance Company
07.2023 - 06.2024
High School Diploma -
Memorial High School