Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Cortney Powers

Lawton,OK

Summary

Focused and dedicated insurance professional with 20 years of experience providing superior customer service and rates for Property and Casualty policies. Proven expertise in insurance products, service and customer needs. Identifies and resolves concerns while promoting new products and meeting sales objectives. Organized and motivated employee eager to apply time management and organizational skills in various environments. Seeking entry-level opportunities to expand skills while facilitating company growth. Hardworking employee with customer service, multitasking and time management abilities. Devoted to giving every customer a positive and memorable experience.

Overview

20
20
years of professional experience
1
1
Certification

Work History

Insurance Agent

Allstate
Duncan, OK
12.2020 - Current
  • Analyzed customer needs and provided best options, upselling products and services.
  • Explained different options to prospective clients, encouraging sale of insurance policies that best fit needs.
  • Prepared proposals and conducted closing interviews to increase insurance sales.
  • Pursued new clients through various marketing strategies to grow existing portfolio of policyholders.
  • Responded to customer inquiries and problems to promote great service.

Insurance Agent

Shelter Insurance
Lawton, OK
07.2016 - 11.2020
  • Analyzed customer needs and provided best options, upselling products and services.
  • Engaged customers and provided high level of service by carefully explaining details about documents.
  • Prepared proposals and conducted closing interviews to sell insurance products.

Account Executive

INSURICA
Lawton, OK
09.2015 - 07.2016
  • Prepared sales presentations or proposals to explain product specifications or applications.
  • Gathered company and contact information to compile data for current and potential customers.
  • Collaborated with key decision makers to identify opportunities and develop ideas to deliver sales results.
  • Maintained updated knowledge of changing industry, standards and trends related to accounts.

Account Manager

American Fidelity
Lawton, OK
11.2014 - 09.2015
  • Consulted with American Fidelity customers to assess needs and match products.
  • Engaged customers and provided high level of service by carefully explaining details about documents.
  • Explained different options to prospective clients, encouraging sale of insurance policies that best fit needs.
  • Analyzed customer needs and provided best options, upselling products and services.
  • Delivered individualized support and broad knowledge of company products to bring targeted services to individuals with varying needs.

Insurance Producer

State Farm
Lawton, OK
06.2004 - 11.2014
  • Wrote policies, finalized documents and filed paperwork.
  • Offered information about policy and coverage details.
  • Explained features, advantages and disadvantages of various policies to promote sale of insurance plans.

Education

Bachelor of Science - Business Administration

Cameron University
Lawton, OK
05.2009

Skills

  • Policy Adjustment Knowledge
  • Cross-Selling and Upselling
  • Customer Follow-Up
  • Asset Protection Expertise
  • Policyholder Communication
  • Policy Changes

Certification

  • Licensed in Property and Casualty since 2004 - Currently active
  • Licensed in Life and Health since 2004- Currently active

Timeline

Insurance Agent

Allstate
12.2020 - Current

Insurance Agent

Shelter Insurance
07.2016 - 11.2020

Account Executive

INSURICA
09.2015 - 07.2016

Account Manager

American Fidelity
11.2014 - 09.2015

Insurance Producer

State Farm
06.2004 - 11.2014

Bachelor of Science - Business Administration

Cameron University
Cortney Powers