Courtney Freeland
Hudson,FL
Summary
Excellent communicator and dependable team player with strong understanding of insurance industry. Adept at building relationships while delivering outstanding service. Willingness to take on added responsibilities to meet team goals. Highly organized and detail-oriented with strong ability to identify potential risks and develop solutions.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Licensed Insurance Agent- LOYALTY
Salelytics
08.2023 - Current
- Leveraged knowledge of company insurance products and services to advise customers on appropriate choices.
- Established trust with clients through transparent communication regarding policy costs, coverages, exclusions, limitations, endorsements or riders available upon request.
- Promoted products and services using upselling and other sales strategies.
- Maintained high standards of customer service by building relationships with clients.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Prepared and reviewed insurance applications to verify compliance with regulations.
Administrative Assistant
KM2H LLC
02.2019 - Current
- Worked closely with manager to provide effective assistance for specific aspects of business operation
- Attended to office operations and required paperwork
- Proof read and correct emails and documents
- Restocked supplies and placed purchase orders to maintain adequate stock levels
- Prepared packages for shipment, pickup and courier services for prompt delivery
- Sign for, organize and distribute mail and packages
- Produced highly accurate internal and external letters and memoranda
- Conducted thorough research using diverse resources to assist professional staff with routine and special project tasks
- Coordinated travel arrangements by booking airfare, hotel and ground transportation.
Waitress
Winghouse
07.2021 - 01.2022
- Maintained customer satisfaction with timely table check-ins to assess food and beverage needs
- Used cash registers and credit card machines to cash out customers
- Kept server areas clean and stocked to increase efficiency while working tables
- Greeted new customers, discussed specials and took drink orders
- Displayed enthusiasm and promoted excellent service to customers, successfully increasing referrals and walk-in business
- Bussed and reset tables to keep dining room and work areas clean
- Resolved guest and employee complaints to maintain complete customer satisfaction and workforce effectiveness
- Collaborated with kitchen staff to correctly update customers on unavailable dishes and wait times
- Folded napkins and prepared silverware sets to provide adequate supply for host station
- Stayed up-to-date on menu changes to help customers make food choices
- Inspected dishes and utensils for cleanliness
- Upsold drink specialty items, wine selections and desserts to increase overall sales and exceed targets.
Waitress
Gunslinger Saloon
01.2013 - 03.2013
- Maintained customer satisfaction with timely table check-ins to assess food and beverage needs
- Used cash registers and credit card machines to cash out customers
- Kept server areas clean and stocked to increase efficiency while working tables
- Greeted new customers, discussed specials and took drink orders
- Bussed and reset tables to keep dining room and work areas clean
- Establishment was shut down due to financial reasons.
Insurance Agent
American Income Life
02.2012 - 05.2012
- Maintained high standards of customer service by building relationships with clients
- Responded to customer calls swiftly to resolve issues and answer questions
- Determined client needs and financial situations by listening and scheduling fact-finding appointments
- Approached potential clients by using direct marketing mailings and phone contacts
- Spent ample time with each customer, verbally reviewing and explaining documents for client comprehension
- Built relationships with clients using active listening and issue resolution to provide excellent service
- Upsold additional products and services after identifying customer needs and requirements
- Scheduled fact-finding appointments and consultations to determine client needs and overall financial situations
- Calculated premiums and established payment methods for sales
- Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
Risk Associate
Capital One
08.2011 - 02.2012
- Produced and filed reports to inform senior management of current activities and progress with investigations
- Devised new systems and specific processes to handle ongoing monitoring needs for potential risks
- Looked at current and new merchants and individual sales to evaluate fraud, chargeback and compliance risks
- Built contingency plans to successfully handle financial emergencies
- Informed financial decisions by analyzing financial information to forecast business, industry or economic conditions.
Office Assistant
University of South - Florida
08.2009 - 11.2010
- Completed clerical tasks such as filing, copying and distributing mail
- Interacted with customers by phone, email or in-person to provide information
- Welcomed office visitors and alerted staff to arrivals of scheduled appointments
- Delivered clerical support by handling range of routine and special requirements
- Executed record filing system to improve document organization and management
- Developed correspondence letters, memos and emails
- Prepared meeting materials and took clear notes
- Coordinated, scheduled and arranged business meetings and travel calendars
- Drafted common document templates for use by executives and employees
- Maintained staff directory and company policy handbook for human resources department
- Kept office supplies well organized and sufficiently stocked, placing orders promptly to replenish materials before depleted
- Promptly received and forwarded incoming communications, such as phone calls, emails and letters, to appropriate staff.
Front Desk Attendant
Bartow Reginal Medical Center - Bartow, FL
10.2008 - 04.2009
- Greeted visitors and customers upon arrival, offered assistance and answered questions to build rapport and retention
- Answered multi-line phone system to respond to inquiries and transfer calls to correct departments and personnel
- Greeted guests at front desk and engaged in pleasant conversations while managing check-in process
- Oversaw fast-paced front desk operations and guests' needs at busy facility
- Collaborated with team members to handle guest requirements from check-in through check-out
- Reported facility and room maintenance problems to appropriate personnel for immediate remediation
- Attended to needs of visitors by aiding and providing customer service in fast-paced environment
- Attended to front office needs by greeting visitors and providing assistance.
Education
Some College -
University of South Florida at Tampa
01.2011
Diploma -
High School Polk State Collegiate High School
01.2009
Skills
- Data entry
- Multi-line phone systems
- Phone etiquette
- Customer service
- Problem Solver
- Organizational skills
- Staff Support
- Proofreading
- Office Administration
- Typing
Accomplishments
- FRAUD, WASTE AND ABUSE TRAINING 08/02/2023
- AHIP MEDICARE TRAINING 09/20/2023
- MEDICARE + FRAUD WASTE AND ABUSE TRAINING 2024
Certification
- 4-40 Registered Customer Service Representative, 03/01/23, 03/01/24, RCSR Designation. Course Code 94841
- 2-20 Resident General Lines, Currently finishing the pre-licensing course.
Additional Information
References available upon request.
Assessments
- Sales skills, 06/01/20, Expert, Persuading reluctant customers to buy products or services, and influencing and negotiating with customers to meet sales goals.
- Verbal communication, 06/01/20, Highly Proficient, Speaking clearly, correctly, and concisely
- Sales skills, 05/01/22, Highly Proficient, Influencing and negotiating with customers
Timeline
Licensed Insurance Agent- LOYALTY
Salelytics
08.2023 - Current
Waitress
Winghouse
07.2021 - 01.2022
Administrative Assistant
KM2H LLC
02.2019 - Current
Waitress
Gunslinger Saloon
01.2013 - 03.2013
Insurance Agent
American Income Life
02.2012 - 05.2012
Risk Associate
Capital One
08.2011 - 02.2012
Office Assistant
University of South - Florida
08.2009 - 11.2010
Front Desk Attendant
Bartow Reginal Medical Center - Bartow, FL
10.2008 - 04.2009
Some College -
University of South Florida at Tampa
Diploma -
High School Polk State Collegiate High School
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