Juliann Courtney
Lawrence
Summary
Professional in administrative support with focus on assisting agents in dynamic environments. Bringing valuable experience in handling client interactions and managing logistical aspects to support operational efficiency. Known for strong collaboration skills and adaptability to changing needs, consistently delivering reliable and effective support. Expertise in organization and communication ensures smooth team operations.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Agent Assistant
American Family Insurance
10.2023 - Current
- Monitor billing activities closely, ensuring prompt payment collection from customers while minimizing overdue accounts receivable balances
- Organize agent appointments and track progress towards sales targets, maintaining a clear view of overall performance
- Assist agent in generating new business leads for increased policy sales
- Handle claims processing efficiently, expediting settlements in a timely manner for satisfied clients
- Coordinate with underwriters to facilitate timely and accurate policy issuance for clients
- Manage office administrative tasks such as filing, data entry, and correspondence management to maintain an organized workspace
- Collaborate with colleagues to achieve team goals, contributing to the overall success of the agency
- Maintain detailed records of client interactions, ensuring all relevant information was accurately documented
Owner/Lead Photographer
Juliann Courtney Photography
07.2012 - 12.2025
- Manage day-to-day business operations
- Develop and maintain strong relationships with clients, resulting in repeat business and referrals
- Increase customer satisfaction by implementing efficient business processes and providing exceptional service
- Implement marketing strategies to increase brand awareness and attract new customers
- Enhance operational efficiency and productivity by managing budgets, accounts, and costs
CSR, Medicare
Vangent
05.2008 - 06.2009
- Manage high call volumes, maintaining a professional demeanor during peak hours and effectively multitasking in a fast-paced environment
- Answer customer telephone calls promptly to avoid on-hold wait times
- Respond to customer requests for products, services, and company information
- Demonstrate empathy and active listening skills, resulting in a higher rate of customer satisfaction and repeat business
Education
Business Administration
Baker University
Baldwin City, KS05-2025
Skills
- Effective multitasking
- Detail-oriented mindset
- Client relationship building
- Time management expertise
- Appointment scheduling
- CRM software experience
- Sales proficiency
- Calendar management
- Database maintenance
Certification
Licensed Insurance Producer in Casualty, Property, and Life
- Kansas
- Nebraska
- Missouri
Timeline
Agent Assistant
American Family Insurance
10.2023 - Current
Owner/Lead Photographer
Juliann Courtney Photography
07.2012 - 12.2025
CSR, Medicare
Vangent
05.2008 - 06.2009
Business Administration
Baker University
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