Katie Cole McFadden
Tamarac,FL
Summary
Dedicated and personable professional with a strong background in real estate, billing and customer service. Exceptional communication and interpersonal skills, with a proven ability to build relationships and work effectively in high-pressure environments. Seeking a long-term position where I can grow with the company, contribute to team success, and expand my skills.
Experienced with understanding client needs to offer tailored life insurance solutions. Utilizes sales strategies and customer service expertise to maintain high levels of client satisfaction. Knowledge of policy structures and industry regulations for comprehensive service delivery.
Professional insurance agent with proven expertise in assessing client needs, developing tailored policies, and ensuring comprehensive coverage. Strong focus on collaboration and meeting objectives, consistently adapting to evolving requirements. Skilled in risk assessment, claims processing, and regulatory compliance, known for reliability and results-driven approach.
Qualified [Desired Position] with strong foundation in life insurance solutions and client relationship management. Developed comprehensive insurance plans tailored to individual needs and successfully navigated complex policy structures. Demonstrated expertise in sales strategies and customer service.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Licensed Life Insurance Agent
Independently Employed
Fort Lauderdale , Florida
05.2025 - Current
- Developed tailored life insurance solutions to meet client needs and preferences.
- Educated clients on policy options, benefits, and coverage details.
- Conducted comprehensive risk assessments to identify appropriate insurance products.
- Built and maintained strong client relationships through effective communication and follow-up.
- Streamlined policy application processes to enhance efficiency and reduce turnaround time.
- Conducted comprehensive risk assessments to determine appropriate coverage levels and premium pricing for clients.
- Leveraged networking events to establish valuable connections within the industry, enhancing visibility among prospective clients and peers alike.
- Maintained detailed records of client interactions and policy updates, ensuring accurate documentation at all times.
- Developed targeted marketing strategies to attract new clientele and expand overall business growth.
- Explained advantages, features, and disadvantages of various policies to promote sale of plans, boosting overall sales 100%.
Licensed Real Estate Agent
Chevalier Real Estate LLC
Pompano Beach , FL
01.2016 - Current
- Provide comprehensive real estate services, including buying, selling, and leasing of residential properties.
- Guide clients through property transactions, ensuring smooth and successful closings.
- Maintain up-to-date market knowledge and MLS listings to assist clients with informed decisions.
- Build client trust through outstanding customer service and communication.
- 'Managed approximately 30 incoming calls, emails and faxes per day from customers.'
- Facilitated client transactions through effective negotiation and communication strategies.
- Developed comprehensive market analyses to guide clients in property investments.
- Streamlined property listings using advanced digital marketing techniques to enhance visibility.
- Cultivated strong relationships with clients, ensuring high levels of satisfaction and repeat business.
Transportation Security Officer (TSO)
Department of Homeland Security
Fort Lauderdale , Florida
01.2009 - 01.2020
- Protected the traveling public by screening passengers and luggage for prohibited items.
- Performed security procedures such as pat-downs, X-ray imaging, and baggage inspections.
- Worked to deter and prevent terrorist activities in a fast-paced airport environment.
- Consistently demonstrated attention to detail and adherence to federal security protocols.
- Conducted thorough security screenings to ensure compliance with federal regulations.
- Monitored surveillance systems to detect and address potential security threats.
- Collaborated with team members to enhance operational efficiency during high-traffic periods.
- (RETIRED)
Education
214 Life & Annuity License - Life Insurance And Annuities
Xcel Solutions
Fort Lauderdale, FL05-2025
Course - Real Estate
MLS Campus
Online01.2016
Certificate - Medical Billing and Coding Specialist
Concorde Career Institute
Fort Lauderdale, FL04.2004
High School Diploma -
Hollywood Hills High School
Hollywood, FL01.1982
Skills
- Strong communication & interpersonal skills
- Customer service excellence
- Conflict resolution & de-escalation
- Real estate transactions & client relations
- Security & public safety procedures
- Computer literacy (MLS systems, Microsoft Office)
- Strong salesmanship
- Follow-up skills
- Social media proficiency
- Policy analysis
- Upselling strategies
Accomplishments
- Achieved Excellence through effectively helping with Marketing.
- Used Microsoft Excel to develop inventory tracking spreadsheets.
- Resolved product issue through consumer testing.
- Collaborated with teams in the development of Salesgenie.
Certification
- Florida Real Estate License: #3367451
- Notary Public License: ID #1232972 (Valid through 2026)
- 214 Life Insurance & Variable Annuities License: #A050971 (Completed 5/9/2025, Xcel Solutions Campus)
Languages
English
Full Professional
Timeline
Licensed Life Insurance Agent
Independently Employed
05.2025 - Current
Licensed Real Estate Agent
Chevalier Real Estate LLC
01.2016 - Current
Transportation Security Officer (TSO)
Department of Homeland Security
01.2009 - 01.2020
Course - Real Estate
MLS Campus
Certificate - Medical Billing and Coding Specialist
Concorde Career Institute
214 Life & Annuity License - Life Insurance And Annuities
Xcel Solutions
High School Diploma -
Hollywood Hills High School