Cortney Smith
Oregon City,Oregon
Summary
Proven expertise in insurance products, service and customer needs. Familiar with analyzing documentation, liaising between parties and handling both routine and complex issues each day. Identifies and resolves concerns while promoting new products and meeting sales objectives. Focused and dedicated insurance professional with 2 years of experience providing superior customer service and rates for income protection policies. Partners with agents to build long-term relationships and develop strategic plans to aid clients with coverage needs. Highly-motivated employee with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills. Hardworking employee with customer service, multitasking and time management abilities. Devoted to giving every customer a positive and memorable experience. Committed job seeker with a history of meeting company needs with consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.
Overview
1
1
year of professional experience
Work History
Insurance Agent
Aflac
Clackamas, OR
01.2023 - Current
- Developed and implemented comprehensive insurance plans for clients according to their individual needs.
- Provided customers with information regarding plan features, pricing, and availability.
- Educated customers on the importance of maintaining adequate insurance coverage.
- Ensured compliance with applicable laws, regulations, and company policies while selling insurance products.
- Resolved customer complaints in a timely manner to maintain high satisfaction levels.
- Developed relationships with new clients through cold calling and referrals from existing customers.
- Participated in continuing education courses to stay current on industry trends and changes in regulations.
- Scheduled meetings with prospective clients to discuss available products and services.
- Explained complex technical terms related to insurance plans in simple language for easy understanding.
- Responded quickly and accurately to inquiries from clients regarding their coverage plans.
- Responded to customer inquiries and problems to promote great service.
- 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.
- Researched insurance plans to find good options for clients' needs.
- Conducted meetings or phone calls with potential clients to present insurance policies and answer questions.
- Conducted telephone appointments with prospective clients to build rapport and sell insurance services.
- Pursued new clients through various marketing strategies to grow existing portfolio of policyholders.
- Serviced existing portfolios, assisting members with coverage questions and accurately processing policy endorsements.
Education
High School Diploma -
American School
Oregon06-2005
Affiliations
- I love spending time with my kids.
- We love to be outside
- I love to Garden
Accomplishments
- Working with Aflac I received an Award for Rookie of the year in 2023.
- I also received an award for hitting all my goals for year.
- along with an Award for #1 account opener
Timeline
Insurance Agent
Aflac
01.2023 - Current
High School Diploma -
American School
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