Courtney Knox
Tucson
Summary
Dynamic professional with a proven track record at American National, adept in relationship building and new business development. Excelled in client retention and policy changes, enhancing customer satisfaction and loyalty. Skilled in delivering comprehensive insurance solutions, evidenced by surpassing sales targets through strategic cross-selling. Expertise in licensed insurance, complemented by exceptional interpersonal skills.
Overview
11
11
years of professional experience
Work History
Insurance Agent
American National
12.2018 - Current
- Built strong relationships with clients through consistent communication and excellent customer service.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
- Maintained high standards of customer service by building relationships with clients.
- Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
- Cross-sold insurance products to existing clients to reach sales targets.
- Prepared and reviewed insurance applications to verify compliance with regulations.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Established a solid reputation within the community as a knowledgeable and reliable resource for all things insurancerelated.
- Evaluated competitors' products and services to gain competitive advantage.
- Designed presentations and marketing materials to promote insurance products.
Director of Social Services
La Canada Care Center
05.2017 - 11.2018
- Facilitated open communication between staff members, promoting teamwork and collaborative problem-solving approaches to challenges faced by clients.
- Established preliminary and comprehensive assessment for social service needs of patients.
- Ensured compliance with regulatory requirements by diligently monitoring policies and procedures within the department.
- Maintained accurate, thorough, and timely documentation
- Participates in interdisciplinary care plan meetings to ensure treatment of the social and emotional needs of the resident
- Reviewed Advanced Directives and provide education to residents and family members as needed
- Helped provide a smooth admission and discharge process for residents and family members, ordered home health services and medical equipment as needed.
- Manager on duty rotating weekends
- Acted as patient advocate and provide education to staff regarding patient rights
- Assisted patients and families through education, financial planning assistance, liaison with community agencies, etc.
Behavioral Health Technician
La Frontera Arizona
08.2013 - 05.2017
- Provided counseling and supervision of clients in individual and group settings as part of a multi-disciplinary team to achieve treatment goals.
- Maintained client records including evaluation, follow-up, and closure activity according to established guidelines and procedures.
- Provided supportive counseling and training in daily living skills such as personal hygiene, nutrition, budgeting, and food preparation and purchase.
- Intervened in crisis situations and made attempts to avert potential crises.
- Directed and assisted clients in planning and carrying out activities, and evaluated client activities.
- Acted as advocate for clients and families in dealing with other agencies and the public.
- .Made monthly evaluations of 200+ clients in my caseload. Assisted with scheduling of and compliance with preventative and specialty physical health interventions; integrating treatment interventions to address both the physical and behavioral health needs of the person/family concurrently.
Education
Bachelor of Arts - Psychology
University of Arizona
Tucson, AZ12-2004
Skills
- Licensed insurance agent
- New business development
- Customer follow-up
- Quotes and sales
- Relationship building
- Policy changes
- Client retention
Accomplishments
Achieved American National Presidents Club, 2019
Timeline
Insurance Agent
American National
12.2018 - Current
Director of Social Services
La Canada Care Center
05.2017 - 11.2018
Behavioral Health Technician
La Frontera Arizona
08.2013 - 05.2017
Bachelor of Arts - Psychology
University of Arizona
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