Courtney Ferenc
Dorset,VT
Summary
Personal Lines Insurance Agent enhancing client service through meticulous organization and in-depth knowledge of insurance regulations. Excelled in efficiency and achieving remarkable client satisfaction.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Personal Lines Insurance Agent
William T Burns Insurance
02.2024 - Current
- Reviewed client coverage and recommended additional products.
- Quoting/rating
- Issue and maintain insurance policies.
- Resolved client issues efficiently
- Remarket existing policies as needed
- Processing endorsements and claims
- Agency management system download
Office Manager
DF Transportation
04.2019 - 01.2024
- Maintained accurate financial records by reconciling accounts payable/receivable transactions.
- Permitting and reporting to state department of transportation
- Scheduling appointments
Personal Lines Account Manager
Finn & Stone Insurance
06.2008 - 01.2011
- Issue and maintain insurance policies, process endorsements, review renewals, and process payments
- Manage a diverse book of business with attention to detail and accuracy, ensuring proper documentation.
- Efficiently managing workload and prioritizing tasks based on urgency and complexity levels.
- Assisted clients with policy changes, ensuring accurate adjustments were made to meet their specific needs.
- Process claims
- Establish relationships with clients and insurance carriers
Education
Granville High School
Granville06.2002
Skills
- Insurance regulations knowledge
- Client Service
- Organization
- Mentoring
- Efficiency
Certification
Vermont State Property and Casualty License
Timeline
Personal Lines Insurance Agent
William T Burns Insurance
02.2024 - Current
Office Manager
DF Transportation
04.2019 - 01.2024
Personal Lines Account Manager
Finn & Stone Insurance
06.2008 - 01.2011
Granville High School
Vermont State Property and Casualty License
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