Cortney Smith
Oregon City,OR
Summary
Dynamic insurance agent with a proven track record in sales strategy and data-driven decision making. Recognized for strong problem-solving skills and attention to detail, consistently enhancing client understanding and satisfaction through effective communication and support.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Insurance Agent
Baker Insurance Brokers
Milwaukie, OR
04.2025 - Current
- Assisted clients in understanding insurance policy options and coverage details.
- Processed client applications and maintained accurate records in the database.
- Answered client inquiries regarding claims, billing, and policy changes effectively.
- Collaborated with team members on marketing strategies to attract new clients.
- Scheduled appointments for policy reviews and consultations with potential clients.
- Prepared documents such as applications, endorsements, renewals, cancellations, or other forms required by law or company procedures.
- Responded to customer inquiries and problems to promote great service.
Sales Associate
Aflac
Oregon City, Oregon
12.2022 - Current
- Assisted clients in selecting appropriate insurance plans and coverage options.
- Educated customers on policy benefits and claims processes to enhance understanding.
- Collaborated with team members to develop effective sales strategies and outreach plans.
- Managed customer inquiries and resolved issues related to policies and services.
- Conducted presentations to inform potential clients about insurance products offered.
- Maintained accurate records of client interactions and policy information in systems.
- Provided ongoing support to existing clients, addressing questions and concerns promptly.
- Helped customers find specific products, answered questions, and offered product advice.
- Handled customer complaints in a professional manner.
- Built and maintained relationships with peers and upper management to drive team success.
Loan Signing Agent
Self Employed
Oregon City, Oregon
01.2020 - 06.2023
- Facilitated loan document signings for clients in various settings.
- Verified borrower identities using government-issued identification.
- Coordinated with lenders to ensure accurate and timely document delivery.
- Maintained meticulous records of all signed documents for compliance purposes.
- Scheduled appointments with clients to accommodate their availability and preferences.
- Collaborated with title companies to process necessary closing documents efficiently.
- Ensured adherence to state regulations regarding notarization and documentation standards.
- Provided guidance regarding notary laws and regulations to ensure compliance with applicable laws.
Education
High School Diploma -
American School
Homeschool06-2005
Skills
- Customer relationship management
- Sales strategy
- Data-driven decision making
- Market research
- Client retention strategies
- Problem solving
- Attention to detail
- Client relationship management
Affiliations
I love Being with my Children doing fun activities
Going Camping
Reading
Going on walks
Accomplishments
- I have won many awards with Aflac
- My first year I was the #1 Sales Associate in the region, and the top in new accounts.
Certification
- I'am a certified Notary public
- Life & Health Insurance License
- Property & Casualty Insurance License
Timeline
Insurance Agent
Baker Insurance Brokers
04.2025 - Current
Sales Associate
Aflac
12.2022 - Current
Loan Signing Agent
Self Employed
01.2020 - 06.2023
High School Diploma -
American School