Cory Pacey
Austin
Summary
I am a dedicated and driven individual. You will find that I have a strong work ethic and a history of surpassing expectations, I am committed to excelling in every aspect of the role. My track record demonstrates my ability to achieve goals, exceed standards, and continuously develop myself as a valuable team member.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Tier 3 Bodily Injury Claims Adjuster
Farmers Insurance Company
04.2024 - Current
- Conducted claims investigations by obtaining written statements, preparing reports, researching public records and conducting personal interviews.
- Evaluated coverage, liability and damages and investigated suspicious claims.
- Interviewed policyholders, witnesses and third parties to gather information and details regarding injury event.
- Negotiated terms and handled settlements and adjustments with attorneys, claimants and co-defenders.
- Interpreted policy details and recommended most favorable course of action.
- Prepared and presented complex cases to management, in-house legal team and Claims Committee.
- Monitored expenses of pending claims to comply with company expenditure guidelines and budgets.
Independent Insurance Agent
Cory Pacey Insurance Agency
09.2022 - 12.2023
- September of 2022, I launched my independent insurance agency with Goosehead Insurance Company.
- I swiftly achieved substantial growth, overseeing a portfolio of 163 policies and generating $138,000 in premiums.
- Quartile 1 of 2023 I emerged as a top performer within Texas and Colorado
- Quartile 2, I focused on building a strong network of referral partners, primarily with Loan Officers and Realtors.
- I maintained relationships with these partners, leading to a consistent influx of client referrals on a weekly basis.
- Quartile 3, I demonstrated resilience and adaptability due to insurance carriers withdrawing from Texas and Colorado markets
- Quartile 4, I strategically decided to sell my agency to a group of investors, realizing a substantial return on my initial investment.
Loan Officer
HouseMax Funding
09.2021 - 09.2022
- Consistenyly closed 15 loans per month averaging $3-5M
- Interview, evaluate, and match clients with financing solutions for real estate investments
- Prepared appraisals, loan documents, and credit documents
- Developed and maintained relationships with clients by providing personalized service and expert guidance on loan products and options
Real Estate Agent
North Star Realty Professionals
03.2020 - 09.2021
- During Covid lockdowns and restrictions I was able to successfully sell 2 homes per month
- Developed and maintained a strong network of clients and referral sources, resulting in a consistent stream of new business opportunities.
- Negotiated contracts and leases on behalf of clients, ensuring favorable terms and conditions that maximized their financial interests.
- Utilized digital marketing strategies, including social media campaigns and online advertisements, to attract potential buyers and increase property visibility.
Insurance Agent
Farmers Insurance
07.2017 - 03.2020
- Consistently sold 30 policies per month, generating $30,000 per month in premium for the Agency.
- I maintained a client retention rate of 87%, surpassing the state's average retention rate of 77%
- Utilized a combination of sales skills, marketing strategies, CRM tools, social media, cold calling, systematic lead systems, and personal contacts
- Analyze client needs and recommend suitable insurance coverage options
- Develop and maintain relationships with clients, providing exceptional customer service
Education
General Studies
Austin Community College
Austin, TX03-2017
Skills
- Marketing Strategies
- Client Relationship Management
- Social Media Marketing
- Cold Calling
- Lead Generation and Management
- Insurance Products Knowledge
- Licensing and Compliance
- Effective Communication
Certification
General Lines Property and Casualty
Texas Real Estate License
Timeline
Tier 3 Bodily Injury Claims Adjuster
Farmers Insurance Company
04.2024 - Current
Independent Insurance Agent
Cory Pacey Insurance Agency
09.2022 - 12.2023
Loan Officer
HouseMax Funding
09.2021 - 09.2022
Real Estate Agent
North Star Realty Professionals
03.2020 - 09.2021
Insurance Agent
Farmers Insurance
07.2017 - 03.2020
General Studies
Austin Community College
General Lines Property and Casualty
Texas Real Estate License
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