Courtney Wilson
Mount Holly
Summary
Licensed Insurance Agent with comprehensive understanding of complex insurance policies, risk management strategies, and client relationship building. Strong advocate for clients' needs, leveraging negotiation skills to ensure optimal coverage options. Demonstrated success in cultivating professional relationships and enhancing customer satisfaction. Consistently drive growth through strategic sales tactics and proactive problem-solving.
Overview
14
14
years of professional experience
Work History
Licensed Insurance Agent
Bankers Life
Charlotte
03.2025 - Current
- Developed new business opportunities through networking, referrals, and telemarketing initiatives.
- Communicated with clients to assess insurance needs and deliver customized solutions.
- Negotiated terms of insurance policies to secure optimal outcomes for clients.
- Maintained accurate records of client interactions and sales activities in the administration system.
- Collaborated with team members to improve service delivery and enhance client satisfaction.
- Monitored industry trends, regulations, and product offerings to provide informed client advice.
- Assisted clients with benefits administration while ensuring HIPAA compliance.
- Delivered ongoing support to clients, addressing inquiries regarding their policies.
Lead Sales Coordinator
Sherwin Williams
04.2012 - 09.2023
- Answered incoming phone calls and emails to address customer inquiries efficiently.
- Provided accurate product information and processed telephone orders promptly.
- Supported sales representatives in selling activities by identifying customer needs.
- Maintained precise customer order files and formulas for effective tracking.
- Recorded order details on appropriate forms for accurate completion of requests.
- Managed 15 core accounts, coordinating preparation and timely delivery of orders.
- Sourced products not available in Facility upon approval, placing orders as necessary.
- Performed credit investigations on new and existing accounts, collaborating with external sources.
Education
Central Piedmont Community College
Charlotte, NC12.1990
Skills
- Account management and sales
- Manufacturing and order fulfillment
- Negotiation and pricing strategies
- Microsoft Office proficiency
- Organizational skills and computer literacy
- Customer service and support
- Outside sales and purchasing
Timeline
Licensed Insurance Agent
Bankers Life
03.2025 - Current
Lead Sales Coordinator
Sherwin Williams
04.2012 - 09.2023
Central Piedmont Community College