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Bilingual (Spanish-English) Insurance Advisor with 18+ years of experience delivering tailored risk solutions across personal lines. Proven ability to drive client retention, strengthen long-term relationships, and increase revenue through strategic policy recommendations. Skilled in policy analysis, cross-selling, and collaborating with underwriters to secure competitive coverage. Recognized for a client-first approach, attention to detail, and consistent service excellence.
Experienced with client relationship management, delivering tailored insurance solutions to meet individual needs. Utilizes risk assessment and policy analysis to provide optimal coverage for clients. Track record of fostering strong client relationships and adapting to industry changes.

Dedicated and customer-focused professional with a diverse background in office assistance, accounting, cashiering, and life insurance advising. Moreover, organized and motivated to apply time management and organizational skills in various environments. Seeking entry-level opportunities to expand skills while facilitating company growth.

Developing skills in financial and actuarial analysis, seeking to transition into a more professional working field. Expertise in managing budgets and financial data, with focus on accuracy and compliance. Capable of applying analytical and organizational skills to support business objectives in diverse settings.

Results-driven and customer-focused Individual with a proven track record in banking and Insurance industry, aiming to utilize skills and expertise to contribute to the success of company. Possessing expertise in financial analysis, account reconciliation, team management and excellent customer service, I am committed to maintaining high standards of performance and contributing to the organization growth. A dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.

Katrina Hayes

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Senior Insurance Advisor

Escalations agent, SME

Administration Assistant - Practicum

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Insurance

Insurance

Office Administration Certificate -

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Senior Insurance Advisor

Escalations agent, SME

Administration Assistant - Practicum

Insurance

Insurance

Office Administration Certificate -

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