Summary
Overview
Work History
Education
Skills
Timeline
Generic

Cortney Allen

Sacramento,CA

Summary

College Graduate & Highly organized and detail-oriented administrative professional. Resourceful and adaptive with expertise in project management, financial tracking, customer relationship management and marketing.

Overview

10
10
years of professional experience

Work History

Insurance Sales Agent

Freeway Insurance
Sacramento, California
11.2022 - Current
  • Answered telephones to take messages or redirect calls to appropriate colleagues.
  • Researched and developed administrative policies, procedures and guidelines to facilitate operations.
  • Identified needs of customers promptly and efficiently.
  • Responsible for data entry and basic data analysis tasks.
  • Tracked insurance trends and customer data to promote retention
  • Used systems such as clickup, slack, e agent, excell, and Microsoft word
  • Updated spreadsheets and other document filing systems.
  • Worked with internal and external stakeholders to solve customer account needs
  • Reviewed employment applications, candidate backgrounds, skills, compensation needs and other qualifications.
  • Scheduled and conducted interviews with potential candidates for open positions.
  • Reviewed job applications, resumes and CVs to identify qualified applicants.

Sales Consultant

Progressive
Virginia Beach, VA
10.2021 - 10.2022
  • Handles inbound multi-state customer inquiries in sales
  • Provides Consultation and expertise on policy and statewide requirements for insurance coverage
  • Collaborates with the training unit on special projects to create new-hire resources to better assist with licensing and training procedures.
  • Tracks and monitors new-hire training and onboarding requirements as assigned
  • Analyze data to create reports on CRM system to identify patterns and trends
  • Apply daily application of critical thinking, problem solving, and process improving assessments
  • Stays abreast of current promotions, exchange guidelines, payment policies, and security practices
  • Implements sales philosophy to increase sales
  • Generates sales through contract negotiations and closings

School Counselor

Holistic Life School
Virginia Beach, VA
02.2021 - 09.2021
  • Monitored students academic progress, mental health and sociability through ongoing individual assessments
  • Worked collectively with education professionals to deliver in-school counseling support for identified students
  • Coordinated development and implementation of students' Individualized Education Plans (IEPs).
  • Established developmentally-appropriate support groups and activities for elementary-aged students.
  • Established trusting relationship with students and parents to nurture confidence in school counseling process
  • Counseled students regarding a variety of social, educational and interpersonal issues
  • Consulted with families and staff to discuss strategies necessary for improved student social and academic performance.

Summer Teacher

Roberts Family Development Center
Sacramento, CA
05.2018 - 08.2021
  • Prepared and maintained classroom environments appropriate for student learning and physical, social and emotional development
  • Graded projects, exams and assignments to track student progression
  • Facilitated communication between parents, community stakeholders, district employees, and internal peers and management
  • Created and enforced child-based, hands-on curriculum
  • Enhanced lessons with smart board technology, iPads and computers to address common core goals.
  • Utilized behavior management skills
  • Created enriching lesson plans to promote health and wellness

Virtual Assistant

Catalyst Real Estate
Sacramento, California
01.2019 - 01.2021
  • Maintains filing and recordkeeping systems with efficiency and accuracy
  • Coordinates general office duties such as filing, faxing and data entry.
  • Facilitates virtual meetings to help participants focus on content and offer technical support
  • Clerical duties include appointments, scheduling, and client tracking
  • Use of computer databases, Microsoft Outlook, Microsoft Excel
  • Acts independently or with minimal oversight to support real estate agent transactional needs

Front Desk Student Assistant

Hampton University Health Clinic
Hampton, NY
08.2019 - 08.2020
  • Answered phone calls and welcomed visitors to office.
  • Collected payments, issued receipts and updated accounts to reflect new balances.
  • Monitored calendars and scheduled appointments based on availability and established load limits.
  • Proofread and corrected correspondence and reports for error-free documentation.
  • Answered telephones, directed calls and took messages.

Member Service Representative

Navy Federal Credit Union
Hampton, VA
05.2016 - 01.2017
  • Managed customer conflicts and challenging situations by staying calm and accessing internal knowledge bases to develop strategic solutions.
  • Helped members resolve account problems and navigate internal systems to handle routine needs
  • Offered exceptional customer service to differentiate and promote company brand.
  • Audited customer account information to identify issues and develop solutions.
  • Achieved goals for member experience, transaction accuracy and product cross-sell, resulting in consistent growth.

Student Assistant

Secretary of State office
Sacramento , Ca
01.2014 - 01.2016
  • Carefully handling original historical documents.
    Working with collections projects related to processing and accessioning.
  • Transferred written information into databases to maintain consistent, accurate client records and project details.
  • Obtained scanned records and uploaded into company databases.
  • Entered data into spreadsheets, documents and databases with high accuracy rate.
  • Organized and filed loose-leaf paperwork and documentation.

Education

Bachelor of Arts - Psychology

Hampton University
Hampton, VA
05.2020

Skills

  • Proficiency in MS Office, Word, Excel
  • Excellent verbal and written communication skills
  • Training and development
  • Task prioritization
  • Microsoft Office expertise
  • Creative development
  • Strong knowledge in all arrears of customer service
  • Behavioral/cognitive skills development
  • Decision making
  • Interdisciplinary teaching
  • Teaching, tutoring and counseling

Timeline

Insurance Sales Agent

Freeway Insurance
11.2022 - Current

Sales Consultant

Progressive
10.2021 - 10.2022

School Counselor

Holistic Life School
02.2021 - 09.2021

Front Desk Student Assistant

Hampton University Health Clinic
08.2019 - 08.2020

Virtual Assistant

Catalyst Real Estate
01.2019 - 01.2021

Summer Teacher

Roberts Family Development Center
05.2018 - 08.2021

Member Service Representative

Navy Federal Credit Union
05.2016 - 01.2017

Student Assistant

Secretary of State office
01.2014 - 01.2016

Bachelor of Arts - Psychology

Hampton University

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Cortney Allen