Courtney Foss
Seattle,WA
Summary
Proven expertise in insurance products, service and customer needs. Familiar with analyzing documentation, liaising between parties and handling both routine and complex issues each day. Identifies and resolves concerns while promoting fully encompassing insurance products, handling internal/external referrals, and meeting sales objectives.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Commercial Insurance Broker
USI Insurance Services
Seattle, WA
09.2023 - 05.2024
- Provided advice on risk management, insurance coverage and policy terms.
- Negotiated premium rates with underwriters for clients.
- Created proposals for potential clients outlining the benefits of various commercial policies.
- Advised customers on ways to minimize their premiums through improved safety measures.
- Collaborated with colleagues on projects involving complex cases or large accounts.
- Utilized CRM software to manage all aspects of the sales process from lead generation through account closure.
- Researched potential leads to identify key decision makers within target organizations.
- Developed effective scripts for making cold calls, managing conversations, and overcoming objections.
- Attended local association events and meetings to further networking opportunities, such as at BOMA and Master Builders Association.
Life Insurance Broker
Symmetry Financial Group
Tacoma, WA
01.2021 - 09.2023
- Conducted research to identify competitive rates and benefits offered by other providers.
- Developed relationships with new clients through cold calling and referrals from existing customers.
- Advised customers on the best ways to minimize risks associated with their assets.
- Explained complex technical terms related to insurance plans in simple language for easy understanding.
- Achieved repeat business and referrals through personalized services.
Associate Agent
Farmers Insurance
Puyallup, WA
04.2022 - 08.2022
- Assessed customers' insurance needs, determined coverage levels and provided quotes.
- Processed customer payments for premiums, maintained records of transactions and updated accounts accordingly.
- Resolved client complaints in a timely manner.
- Provided advice regarding personal lines policies such as homeowners, auto, boat, life, health, disability and long-term care insurance policies.
- Generated leads through cold calling prospective clients.
Education
Some College (No Degree) - Business Administration- Finance Concentration
Colorado State University
Fort CollinsSkills
- Policy analysis
- Risk Mitigation
- Financial Due Diligence
- Clientele Development
- CRM Software
- Adaptability and Flexibility
- Adaptable Technology Utilization
- Deep construction risk understanding
Certification
- CRIS (Construction Risk Insurance Specialist) Certified
Timeline
Commercial Insurance Broker
USI Insurance Services
09.2023 - 05.2024
Associate Agent
Farmers Insurance
04.2022 - 08.2022
Life Insurance Broker
Symmetry Financial Group
01.2021 - 09.2023
Some College (No Degree) - Business Administration- Finance Concentration
Colorado State University
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