Luis Catalan
Fulshear,TX
Summary
Seasoned insurance specialist with excellent planning and problem-solving abilities. Offering several years of experience and a willingness to take on any challenge. Organized, driven, and adaptable professional with a successful history managing high caseloads in fast-paced environments.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Agent Relationship Specialist
Openly
06.2023 - Current
- Utilized computer systems for tracking, information gathering, and troubleshooting.
- Responded promptly to customer inquiries and complaints in a professional manner.
- Actively participated in developing strategies for improving customer relations.
- Maintained accurate records of all customer interactions, processed customer accounts, and filed documents.
- Maintained updated knowledge through continuing education and advanced training.
Financial Customer Service Representative
Empower Retirement
Weston, FL
08.2022 - 01.2024
- Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
- Investigated and resolved customer inquiries and complaints quickly.
- Helped onboard retirement plans in collaboration with the plan manager.
- Processed out of service, in service, and hardship withdrawals.
- Complied with FINRA, SEC, and IRS regulations.
Restaurant Manager
Kraken Crudo
Miami, FL
06.2021 - 07.2022
- Developed, implemented and managed business plans to promote profitable food and beverage sales.
- Hired, trained, and coached a staff of 7+ members on customer service skills, health and safety protocols, and standards to meet FDA standards.
- Created and executed a cross-training program to ensure staff members were versatile in order to be able to fill in all positions reaching higher productivity.
Education
BBA - Finance
Florida International University
Miami, FL05-2026
Associate of Arts - Finance
Santa Fe College
Gainesville, FL12-2024
High School Diploma -
Cypress Bay High School
Weston, FL2022
Skills
Proficient in PowerPoint, Word, Excel, and QuickBooks
- Bring closure to issues, questions, and requests by problem solving independently
- 7 years of experience in the hospitality industry
- Strong communication skills written and oral
- Detail-oriented and organized
- Adaptability
- Initiative and ownership
- Time management
- Critical thinking and problem-solving
- Fluent in English and Spanish
- Cross-functional teamwork
- Working with underwriters, claims teams, and tech teams
- Internal documentation & knowledge sharing
- Training and onboarding of new team members
- High-volume call/email handling
- Empathy & emotional intelligence
- Active listening and clear communication
- Policyholder education
- Salesforce or CRM software proficiency
- Regulatory compliance understanding
- Technical support
Certification
- Property and Casualty License
Timeline
Agent Relationship Specialist
Openly
06.2023 - Current
Financial Customer Service Representative
Empower Retirement
08.2022 - 01.2024
Restaurant Manager
Kraken Crudo
06.2021 - 07.2022
BBA - Finance
Florida International University
Associate of Arts - Finance
Santa Fe College
High School Diploma -
Cypress Bay High School
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