Cathleen Overton
King City
Summary
Results-driven professional provides customers with tailored solutions to meet needs. Successfully establishes relationships with customers and delivers quality service. Agile individual with excellent communication and customer service skills. Adaptable to changing needs, and consistently focused on achieving results through efficient and empathetic service. Known for reliability and proactive approach to meeting customer and organizational goals.
Overview
26
26
years of professional experience
1
1
Certification
Work History
Independent Insurance Agent
Self-employeed
Fresno And King City, CA
11.2023 - Current
- Enhanced client satisfaction by providing personalized insurance solutions and excellent customer service.
- Developed and maintained professional relationships with other industry professionals, such as financial advisors and real estate agents, to provide a well-rounded approach to client service.
- Managed a diverse portfolio of accounts, consistently meeting or exceeding sales targets while maintaining high levels of customer satisfaction.
- Conducted annual reviews of existing policies with clients, identifying opportunities for adjustments or additional coverage based on changing circumstances.
- Developed a comprehensive understanding of various insurance products, ensuring accurate and informed recommendations for clients.
IHSS Private Elderly Caregiver
Helen L Overton
Fresno, CA
09.2011 - 12.2021
- Provided compassionate and patient-focused care, monitored overall health and noted significant changes, provided safe transportation to and from medical appointments
- Supported daily hygiene needs, maintained clean bed linens and laundry and cooked meals to support healthy nutrition. Applied mobility assistance to safely ambulate patient in different spaces involving varying elevations and obstacles.
- Assisted with daily living activities, running errands and household chores. Handled incoming mail, bills and invoices and completed appropriate actions. Entrusted to handle confidential and sensitive situations in professional matter.
Certified Mastectomy Fitter
Power Of Pink
Fresno, CA
10.2011 - 11.2015
- Interacted effectively with patients, families, staff and other hospital department staff to deliver high level of customer service and teamwork while upholding strict security and regulatory standards.
- Questioned patients about medical backgrounds to obtain accurate health history data and documented baseline measurements to optimize treatment plans. Documented observations in medical records.
- Cared for 5-10 patients daily by providing personal assistance and ambulation to meet operational as well as personal demands.
Independent Sales Representative
Tupperware
Fresno, CA
08.2000 - 10.2008
- Created and deployed successful marketing strategy to highlight offerings and engage 100+ customers at appointments, trade shows, and networking events.
- Orchestrated efficient and performance-oriented daily work plan to maximize time usage and customer connections.
- Conducted product demonstrations to educate customers on features, benefits, and competitive advantages. Developed customized storage solutions with award winning Tupperware products.
Education
Some College (No Degree) - Airline/commercial/professional Pilot/flight Crew
Mt San Antonio College
Walnut, CAHigh School Diploma -
Richardson High School
Richardson, TX06.1986
Skills
- Licensed insurance agent
- Goal-oriented mindset
- Client relations
- Teamwork and collaboration
- Customer service
- Client account management
- Strong organizational skills
Certification
- Licensed Life and Health Insurance Agent - November 2023 - Current
Timeline
Independent Insurance Agent
Self-employeed
11.2023 - Current
Certified Mastectomy Fitter
Power Of Pink
10.2011 - 11.2015
IHSS Private Elderly Caregiver
Helen L Overton
09.2011 - 12.2021
Independent Sales Representative
Tupperware
08.2000 - 10.2008
High School Diploma -
Richardson High School
Some College (No Degree) - Airline/commercial/professional Pilot/flight Crew
Mt San Antonio College