COURTNEY HOLLEY
Montgomery,TX
Summary
I am a positive, enthusiastic, reliable, and resourceful individual who can execute difficult tasks and I am adaptable to all challenging situations. Personable and energetic with experience in multiple HR functions in the recruiting industry. Excellent interpersonal skills and multitasking abilities. Proactive mindset, able to predict and complete tasks before they become critical. Strong phone and people skills combined with a deep knowledge of MS Office products and insurance software. Looking to grow professionally with a reputable company.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Customer Service/Agent
Bishopbend Insurance Services
04.2025 - 08.2025
- Identify prospective clients through leads and referrals
- Perform follow-up calls as needed
- Advise clients on insurance coverage
- Prepare insurance proposals
- Complete requirements for submission of forms and documents to underwriters
- Analyzing of clients needs and risks tolerance to recommend the most suitable insurance solutions
- Handling policy renewals and ensuring coverage remains aligned with client needs
- Assisting clients with policy changes, endorsements, and updates as their needs evolve
- Maintained a high level of integrity and confidentiality when handling sensitive customer information, ensuring data privacy compliance.
- Navigated multiple systems simultaneously for efficient information retrieval during live calls with customers.
- Managing client concerns and resolving conflicts that may arise
- Maintaining detailed and organized client records including policies, interactions, and renewals
- Assisted carriers with updates and clients policies
Veterans Benefits Service Specialist
AO Globe Life
06.2024 - 04.2025
- Provided exceptional customer service to benefit plan participants
- Ensured all necessary paperwork was completed accurately prior to enrolling applicants into a specific plan
- Explained benefit programs and eligibility requirements to applicants
- Guided applicants through the enrollment process for all benefit programs
- Responsible for identifying and selling policies to qualifying veterans
- Delivered impactful sales presentations to potential clients
Contract Services Coordinator
People 2.0
09.2019 - 08.2021
- Maintain new and reactivating recruiter setup process in P20 and Business Development's (BD's) CRM system
- Routinely perform data maintenance to P20 and BD's CRM system of active and inactive recruiters
- Transmit, receive, and upload confidential documents from our clients into the P20 system
- Foster and maintain positive relationships with recruiters, clients, and BD team
- Work closely with compliance and legal departments to track and manage Service Agreements for our clients
- Support BD's client communications, coordinate their meetings, calendars, and territories
- Provide ad hoc tracking and reporting as requested
- Maintain shared Other Services (OS) inbox and folders
- Distribute emails in OS inbox to appropriate recipient(s)
- Update multiple master pre-employment tracker spreadsheets for numerous employees internally and externally
- Communicate with vendors and our clients for additional background search approvals and denials as needed
- Assist our clients on selecting background screenings, drug screenings, and/or skills assessments that match their clients needs
- Setup, monitor, and/or alter background screenings, drug screenings, and skills assessments for employees with multiple vendors; Administer Pre- and Post- Adverse process, when applicable, to remain in compliance with our company, state, and federal laws
- Provide results of screenings and assessments to clients upon completion
- Effectively communicate with our clients, employees, and vendors to promote positive business relationships
- Aid our clients and employees with questions/concerns regarding screenings and assessments verbally and electronically
- Verbally gather sensitive personal information from employees
- Maintain the Pre-Employment shared folder within our company's SharePoint
- Distribute screening and assessment pricing to our clients upon request
- Provide ad hoc tracking and spreadsheets as requested;
- Upload employee data to their accounts within P20 as applicable
- Create invoices and bill appropriate clients for background screenings, drug screenings, and skills assessment services provided by multiple vendors monthly
Education
High School Diploma -
Tomball High School
Tomball, TX06.2006
Skills
- Project and Account Management
- Sales Presentations
- Microsoft Office
- CRM
- Relationship building
- Written and oral communication
- HawkSoft
- QuoteRUSH
- Attention to detail
- Customer service
Certification
- Property and Casualty Insurance License - Texas
- Life, Accident and Health Insurance License - Texas
- Life, Accident and Health Insurance License - Indiana
Timeline
Customer Service/Agent
Bishopbend Insurance Services
04.2025 - 08.2025
Veterans Benefits Service Specialist
AO Globe Life
06.2024 - 04.2025
Contract Services Coordinator
People 2.0
09.2019 - 08.2021
High School Diploma -
Tomball High School
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