Kainat Fatima
@kainatfatima1
I build financial insights, insurance solutions, and Excel tools that improve sales and operations.
United StatesWhat I'm looking for
At State Farm, I advise clients on insurance solutions, manage a multi-state book of business in Salesforce, and lead outbound sales activity with roughly 400 calls per month. I also created an Excel dashboard to track cumulative team production and lead the office in short-term disability insurance sales.
My finance degree and hands-on analytical work include financial modeling, forecasting, variance analysis, and an independently functioning API for a statistical arbitrage strategy using BTC/ETH price data. I bring insurance licensing, advanced Excel capabilities, and fluent English and Spanish communication to client-facing financial work.
Experience
Work history, roles, and key accomplishments
Acquired 2-15 Life and Health and 2-20 General Lines licenses. Advises clients on insurance products, conducts policy reviews, and manages a multi-state book of business using Salesforce CRM.
Acquired a 440 insurance license and assisted with customer service and sales for home, renters, and auto insurance. Improved payroll processing efficiency by 50% using Excel and increased retention of Spanish-speaking clientele.
Assisted licensed agents with the quote process for Spanish-speaking clientele and maintained Excel spreadsheets tracking over 100 customers. Upsold current clients on upgraded insurance policies.
Handled cash, credit, debit, checks, and money orders for over 50 transactions daily. Provided customer service to 80+ customers per day and participated in store cleaning activities.
Education
Degrees, certifications, and relevant coursework
University of Central Florida
Bachelor of Science, Business Administration
2020 - 2024
Pursued a Bachelor of Science in Business Administration with a concentration in Finance, completing coursework in fixed income, equity markets, derivatives, and real estate analysis.
Tech stack
Software and tools used professionally
Availability
Location
United StatesAuthorized to work in
Social media
Skills
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