Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

MARIDA CATCHINGS

Pasadena

Summary

Licensed Life Insurance Professional with 15+ years of experience in insurance operations, client services, enrollment support, and consultative sales. Proven success engaging prospects by phone, identifying coverage needs, explaining policy benefits, overcoming objections, and maintaining compliance. Trusted, empathetic communicator with strong closing skills and a track record of high customer satisfaction. Actively licensed through October 2027.

Overview

25
25
years of professional experience
1
1
Certification

Work History

Client Service Coordinator

Trillium / Love's Alternative Energy
Houston
11.2022 - Current
  • Handle high-volume inbound calls while building rapport and trust with customers.
  • Assess customer needs, explain services clearly, and guide clients to appropriate solutions.
  • Resolve issues independently while documenting interactions accurately in internal systems.
  • Demonstrate strong call control, prioritization, and customer satisfaction skills.

Sales Representative

Pink Energy
Houston
05.2022 - 10.2022
  • Conducted consultative sales conversations to identify customer needs and present solutions.
  • Educated customers on product benefits, pricing, and long-term value.
  • Addressed objections and closed sales using value-based communication.
  • Maintained accurate customer records and followed up to ensure satisfaction.

Customer Service Relations Agent

PODS
Clearwater
03.2012 - 04.2015
  • Conducted inbound and outbound calls for reservations, billing, and service recovery.
  • Performed upselling of insurance and ancillary services.
  • Resolved escalated customer concerns while maintaining professionalism and empathy.
  • Maintained detailed CRM documentation and compliance standards.

Medical Case Manager

APPS Paramedical Services
Roswell
01.2009 - 03.2012
  • Coordinated insurance-related medical cases while adhering to strict compliance standards.
  • Served as liaison between clients, brokers, physicians, and insurance carriers.
  • Ensured accurate documentation and timely case completion.

Sales Operations Specialist

UnitedHealthcare
Norcross
02.2001 - 01.2009
  • Supported Medicare Advantage and life/health enrollment operations.
  • Managed 40+ broker and client accounts daily.
  • Assisted members with eligibility, plan options, and enrollment documentation.
  • Maintained compliance with state and federal insurance regulations.

Education

Some College Coursework - Accounting & Political Science

Skills

  • Life Insurance Sales
  • Final Expense Insurance
  • Needs-Based Selling
  • Phone Sales
  • Lead Follow-Up
  • Policy Education
  • Objection Handling
  • Client Retention
  • Compliance & Licensing
  • Customer Service
  • Call Center Experience
  • Upselling & Cross-Selling
  • CRM Documentation
  • Time Management

Certification

Life, Health & Accident Insurance License, Active, 10/2027

Timeline

Client Service Coordinator

Trillium / Love's Alternative Energy
11.2022 - Current

Sales Representative

Pink Energy
05.2022 - 10.2022

Customer Service Relations Agent

PODS
03.2012 - 04.2015

Medical Case Manager

APPS Paramedical Services
01.2009 - 03.2012

Sales Operations Specialist

UnitedHealthcare
02.2001 - 01.2009

Some College Coursework - Accounting & Political Science

MARIDA CATCHINGS