Summary
Overview
Work History
Education
Skills
Timeline
Generic

Courtney Carter

Richardson

Summary

Dynamic insurance agent with a proven track record at Williams Allstate Insurance Agency, excelling in client relations and policy management. Recognized for achieving $40k-70k in monthly premiums while maintaining high customer satisfaction. Skilled in upselling and negotiation, I deliver tailored insurance solutions that meet diverse client needs.

Overview

6
6
years of professional experience

Work History

Insurance Agent

Williams Allstate Insurance Agency
05.2024 - Current
  • Built strong relationships with clients through consistent communication and excellent customer service.
  • Responded to customer calls swiftly to resolve issues and answer questions.
  • Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
  • Maintained high standards of customer service by building relationships with clients.
  • Cross-sold insurance products to existing clients to reach sales targets.
  • Built relationships with clients using active listening and issue resolution to provide excellent service.
  • Worked closely with other team members to optimize sales strategies and achieve regional goals.
  • Manage and Service a $10M+ book of business, ensuring client retnetion and high satisfaction across personal lines ( auto,home,renters,umbrella.etc)
  • Average $40-65k in monthly sold premium - Highest being $85k as today.
  • Conduct cold calling, warm lead-follow-up, and prospecting to drive consistent pipeline growth and expand the agency's client base.
  • Delivered personalized insurance solutions by identifying client needs, presenting tailored coverage options, and overcoming objections to close sales.
  • Cross-sale and upsell insurance products to maximize client protection and agency revenue.
  • Build and maintain strong client relationships through active listening, problem solving, and responsive customer service.
  • Process policy renewal, endorsements, and coverage updated with accuracy and efficiency.
  • Recognized for exceeding sales goals while maintaining excellent service standards and compliance with company policies.

Hotel Front Desk Clerk/Assistant Manager

Fairfield By Marriott
12.2023 - 05.2024
  • Collected room deposits, fees, and payments.
  • Welcomed each new arrival pleasantly and confirmed reservations and identification.
  • Confirmed relevant guest information and payment methods to prevent fraud.
  • Handled financial transactions accurately, ensuring proper billing and payment processing.
  • Collaborated with housekeeping to maintain room readiness, enhancing guest comfort.
  • Responded to guest inquiries and resolved complaints to establish trust and increase satisfaction.
  • Assisted guests with inquiries and resolved issues promptly, ensuring positive feedback.
  • Supervised and trained new front desk staff to ensure consistent service standards and operational efficiency.
  • Balanced daily financial reports and reconciled cash drawers with accuracy.
  • Utilized PMS systems for check-ins, reservations and billing.
  • Implemented upselling strategies for room upgrades and amenities, contributing to increased revenue.
  • Oversaw shift operations, ensuring smooth handoffs and adherence to brand standards.
  • Maintained compliance with safety and security protocols, protecting guests and hotel property.
  • Recognized by management for outstanding customer service and problem-solving skills in high-pressure situations.


Hospitality Specialist

Furnished Apartments Dallas
04.2023 - 03.2024
  • Conducted detailed property inspections to ensure units met cleanliness and readiness standards for incoming guests.
  • Coordinated deep cleaing and carpet cleaning services, maintaing high qulaity presentation or furnished apartments.
  • Managed laundry services and amenity prepartation to provide a fully equipped, hotel-style guest experience.
  • Drove company vehicle throughtout the DFW metroplex to inspect properties, deliover items and support guest check-ins.
  • Personally welcomed and checked in guests, including athletes,influencers, and coporate clients, ensuring smooth move-in and orientation.
  • Provide guests with keys,contracts,and property tours, answering questions and ensuring a seamless arrival experience.
  • Assisted with paperwork and lease aggrements insuring accuracy amd timley processing.
  • Delivered responsive, professional service to maintain positve guest satisfaction and repeat business.

Front Desk Agent/VIP Services Representative

Golden Nugget Hotel & Casino
05.2019 - 04.2023
  • Maintained accurate records of guest information, payments, and reservations using hotel management software systems.
  • Provided exceptional service during high-volume periods or challenging situations, ensuring a seamless experience for all guests.
  • Resolved guest issues promptly, resulting in positive feedback and return visits.
  • Took reservations over phone, in person, and via computer for guests and provided confirmation information.
  • Delivered service for VIP guests, including high-profile clientele, ensuring discretion,comfort,and seamless experience.
  • Consistently provided exceptional service in high-pressure environments supporting hotel operations during peak seasons and events.
  • Resolved guest concerns promptly and professionally, earning positive feedback, repeat visits, and loyalty recognition.
  • Processed and confirmed phone, in-person, and online reservations with accuracy and efficiency.
  • Partnered with concierge and security teams to accommodate special requests, coordinate amenities, and maintain safety standards for VIP guests.
  • Recognized by management for strong interpersonal skills and guest satisfaction contributions.

Education

High School Diploma -

Iowa High School
Iowa, LA
05-2015

Skills

  • Customer service
  • Licensed insurance agent
  • Professionalism and ethics
  • Quotes and sales
  • Customer follow-up
  • Client relations
  • Auto insurance
  • Client needs analysis
  • Client retention
  • Account management
  • New client acquisition
  • Policy writing
  • Upselling
  • Negotiation
  • Property insurance
  • Regulatory compliance
  • Leads prospecting
  • Business planning
  • Cold calling
  • Referral pipeline maintenance
  • Insurance sales strategy
  • Policy adjustment
  • Relationship building
  • Data entry
  • Critical thinking
  • Policy Knowledge

Timeline

Insurance Agent

Williams Allstate Insurance Agency
05.2024 - Current

Hotel Front Desk Clerk/Assistant Manager

Fairfield By Marriott
12.2023 - 05.2024

Hospitality Specialist

Furnished Apartments Dallas
04.2023 - 03.2024

Front Desk Agent/VIP Services Representative

Golden Nugget Hotel & Casino
05.2019 - 04.2023

High School Diploma -

Iowa High School

Similar Profiles

CREATE PROFILE