Courtney Wilkinson
DeLand
Summary
Results-driven insurance and sales professional with 20 years of experience in client account management, strategic sales, and relationship development. Proven ability to exceed performance targets, including driving a 20% increase in annual revenue through consultative selling and effective negotiation. Licensed in Life, Health, and Annuities (Florida 2-15), with current success in selling 3–5 Medicare applications daily. Skilled in project management, customer service, and retention strategies, with a consistent focus on optimizing client satisfaction and long-term loyalty. Great at building trust, identifying client needs, and delivering tailored insurance and financial solutions that drive growth.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Insurance Agent
Complete Senior Benefit
03.2025 - Current
- Selling on average 15-20 policies per week
- Built strong relationships with clients by delivering exceptional customer service through needs analysis and promptly addressing their inquiries or concerns
- Educated clients on the features, benefits, and exclusions of different insurance policies to help them make informed decisions
- Utilized CRM software to track client interactions, manage leads, and maintain accurate records of policies sold
- Participated in ongoing training programs to stay up-to-date on industry trends, product knowledge, and regulatory changes affecting the insurance market
- Conducted thorough risk assessments to identify appropriate coverage options for clients.
- Maintained compliance with industry regulations and company policies throughout all transactions.
- Collaborated with team members to enhance product knowledge and share best practices.
Sales Manager
Creative Concrete Construction
Portland
06.2016 - 05.2024
- Managing key accounts and ensuring all client needs are met.
- Consistently exceeded sales targets by developing strategic relationships with key clients and stakeholders, leading to a 20% increase in annual revenue.
- Prospected and acquired new business through targeted outreach, market analysis, and networking, expanding client base.
- Managed and nurtured client accounts throughout project lifecycle, providing exceptional customer service and ensuring repeat business and referrals.
- Prepared and delivered compelling sales presentations and proposals, tailored to client needs.
- Negotiated and closed high-value contracts with commercial and residential clients, optimizing terms and increasing profitability.
- Provide administrative support for project bids, including the preparation of bid packages and submittals.
- Act as a liaison between clients, subcontractors, and internal teams to ensure effective communication and problem resolution.
- Building and maintaining strong relationships with new and existing clients.
- Providing exceptional service to ensure client satisfaction and repeat business.
Education
Business Management - Associate's degree
Mount Hood Community college
Gresham, OR01.2003
High school diploma or GED -
Clackamas High School
Clackamas, ORSkills
- Sales team management
- Business development and analysis
- Customer relationship management
- Insurance regulation expertise
- Cross-selling and upselling strategies
- Social media marketing and engagement
- Retail sales and client acquisition
- Project coordination and management
- Contract negotiation and management
- Field sales and inside sales experience
- Client education and training
- Market analysis and research
- Sales strategy development
- CRM software proficiency (Salesforce, Zoho CRM)
- Telecommunication skills
- Email marketing and direct mail campaigns
- Organizational skills and time management
- Presentation software proficiency (Microsoft PowerPoint)
- Professional networking and relationship building
- Customer support and service excellence
Certification
• 2-15 Life, Health and Annuity
• Certified Notary Public
• Certified Notary Public
Languages
English
Timeline
Insurance Agent
Complete Senior Benefit
03.2025 - Current
Sales Manager
Creative Concrete Construction
06.2016 - 05.2024
Business Management - Associate's degree
Mount Hood Community college
High school diploma or GED -
Clackamas High School