Courtney Parker
Buckeye,AZ
Summary
Driven professional with a proven track record at North American Senior Benefits and as a Small Business Owner, adept in CRM software and team development. Excelled in enhancing operational efficiency and client satisfaction, evidenced by launching successful referral programs and mentoring new brokers, showcasing a goal-oriented mindset and problem-solving skills.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Life Insurance Broker
North American Senior Benefits
2023.02 - Current
- Implemented time-saving organizational systems for managing client files and tracking policy renewals, increasing efficiency in daily operations.
- Conducted thorough risk assessments to determine appropriate coverage levels for clients based on their unique circumstances.
- Mentored new brokers in the agency, sharing best practices for prospecting, selling, and servicing life insurance policies.
Small Business Owner
Self-employeed
2019.08 - Current
- Enhanced client satisfaction by providing personalized spa treatments and exceptional customer service.
- Collaborated with product vendors to secure high-quality supplies at cost-effective rates, improving overall profit margins.
- Launched successful referral programs that encouraged satisfied clients to recommend the spa to friends and family members, driving additional business growth.
- Coordinated special events at the spa such as holiday promotions or wellness workshops which attracted new clients and increased overall revenue.
Education
Certification - Aesthetics
Casal Aveda Institute
Youngstown, OH11.2017
Champion High School
Warren, OH05.2015
Skills
- Goal-oriented mindset
- Team training and development
- Appointment Scheduling
- Performance Tracking
- Problem-Solving
- CRM software proficiency
Certification
- Licensed Insurance Producer
- Certified Advanced Aesthetician
Timeline
Life Insurance Broker
North American Senior Benefits
2023.02 - Current
Small Business Owner
Self-employeed
2019.08 - Current
Certification - Aesthetics
Casal Aveda Institute
Champion High School
- Licensed Insurance Producer
- Certified Advanced Aesthetician
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