Courtney Courtney

2009-2014 Personal Lines Account Manager

• Managed and maintained relationships with clients for auto, home, flood etc.
• Developed appropriate quotes based on risk information.
• Risk Management Assessment to include recommendations, coverage reviews, marketing/re-marketing assessments and execution.
• Maintained relationship with carriers and wholesale partners to secure best terms, coverage and pricing for my clients needs.

2014-2023 Commercial Lines Account Manager/Team Lead

• Managed a book of business over 1M in premium to include admitted and non-admitted Property, Casualty, Flood, Professional, Crime, etc. to include, Doctors, Professionals, Blue Collar, Non Profit, Contractors, Food Trucks, Clubs etc.
• Prepared documents such as applications, endorsements, renewals, cancellations, or other forms required by law/company procedures.
• Risk Management Assessment to include recommendations, coverage review, renewal reviews, marketing management assessments
• Claim Intake on behalf of clients for all CAT and non-CAT claims to include assisting the client throughout the entire claim process.
• Scheduled/Held weekly meetings with my team to review workload, renewals, team morale, objectives an goals etc.
• Developed and Implemented Standard Operating Procedures for Herbie Wiles as well as Foundation Risk Partners.
• Designated Agency Trainer to include the training of all new hires for both Commercial and Personal Lines as well as other Foundation Risk Partner Agencies and our Third Party Vendors

• Managed communication operations and networks within the Pacific Feet in everything from electronic mail systems to special intelligence and information warfare systems.
• Operated and maintained global satellite telecommunications systems
• Managed and coordinated information systems security across platforms and fleets
• Performed network system administration, maintenance and training and managed network security
• Maintained the proper security and handling of communications materials, systems and equipment
• Performed diagnostics and data recovery operations while maintaining proper logs
• Participated in the World’s largest naval exercise along with 4 other nations to ensure procedures are effective and efficient when needed

• Provided administrative support to the court by maintaining records, preparing documents and filing paperwork.
• Maintained current knowledge of court rules and procedures regarding civil, criminal and traffic matters.
• Prepared case files for review by the judge prior to trial or hearing date.
• Fulfilled document requests by citizens, parties to cases, judges and attorneys, keeping records of documents provided.
• Tracked cases and managed electronic and physical records, creating new case files, entering filings, hearings, trials and judgments and closing cases when complete.
• Received and submitted payments for fees and fines, accurately tracking amounts, issuing receipts and updating computer systems.
• Provided customer service to the public regarding court procedures and case status.
• Recorded and maintained official court records with high accuracy.
• Maintained confidentiality of sensitive information per legal requirements.