Courtney Thompson
Delivery Manager at eDesk- Claim this Profile
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English Native or bilingual proficiency
Topline Score
Bio
Credentials
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Resident Insurance Producer Casualty Broker-Agent
California Department of InsuranceJul, 2008- Nov, 2024 -
Resident Insurance Producer Property Broker-Agent
California Department of InsuranceJul, 2008- Nov, 2024
Experience
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eDesk
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United States
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Insurance
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1 - 100 Employee
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Delivery Manager
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Apr 2018 - Present
As a Delivery Manager at eDesk i work with customers who are Insurance brokers & agencies nationwide. I manage the customer relationship with the assistance of a support team in the US and India. Am accountable and responsible for effective coordination, training, implementation as well as delivering high quality and efficient service to our customers through the day-to-day oversight of these teams. Interact effectively with multiple layers of client’s staff and serve as primary… Show more As a Delivery Manager at eDesk i work with customers who are Insurance brokers & agencies nationwide. I manage the customer relationship with the assistance of a support team in the US and India. Am accountable and responsible for effective coordination, training, implementation as well as delivering high quality and efficient service to our customers through the day-to-day oversight of these teams. Interact effectively with multiple layers of client’s staff and serve as primary contact/liaison to ensure ongoing work consistency and standards meet client expectations. A critical component of the position is the training and effective utilization of eDesk’s established India teams. About eDesk : Simi Valley,CA based eDesk provides Insurance Brokers & Agencies nationwide with full time or part time Virtual Insurance Assistant’s on demand.Our experienced assistants, remote login to the clients agency management system to undertake a variety of non revenue generating tasks that go into the day to day operations of an insurance agency like,cert issue, renewals,quotes, document retrieval & more. US & India based Every client of eDesk is paired with a US based Commercial Lines Client Manager supported by a team member/s in India.The effective use of US & India based resources helps reduce agency staff’s workload,turn around times and cost while increasing productivity, accuracy ,capacity and ultimately boosting profitability. To learn more about us please visit edesk.io Show less As a Delivery Manager at eDesk i work with customers who are Insurance brokers & agencies nationwide. I manage the customer relationship with the assistance of a support team in the US and India. Am accountable and responsible for effective coordination, training, implementation as well as delivering high quality and efficient service to our customers through the day-to-day oversight of these teams. Interact effectively with multiple layers of client’s staff and serve as primary… Show more As a Delivery Manager at eDesk i work with customers who are Insurance brokers & agencies nationwide. I manage the customer relationship with the assistance of a support team in the US and India. Am accountable and responsible for effective coordination, training, implementation as well as delivering high quality and efficient service to our customers through the day-to-day oversight of these teams. Interact effectively with multiple layers of client’s staff and serve as primary contact/liaison to ensure ongoing work consistency and standards meet client expectations. A critical component of the position is the training and effective utilization of eDesk’s established India teams. About eDesk : Simi Valley,CA based eDesk provides Insurance Brokers & Agencies nationwide with full time or part time Virtual Insurance Assistant’s on demand.Our experienced assistants, remote login to the clients agency management system to undertake a variety of non revenue generating tasks that go into the day to day operations of an insurance agency like,cert issue, renewals,quotes, document retrieval & more. US & India based Every client of eDesk is paired with a US based Commercial Lines Client Manager supported by a team member/s in India.The effective use of US & India based resources helps reduce agency staff’s workload,turn around times and cost while increasing productivity, accuracy ,capacity and ultimately boosting profitability. To learn more about us please visit edesk.io Show less
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Gary Warner Insurance Agency Inc
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United States
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Insurance
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1 - 100 Employee
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Personal Lines Account Manager
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Aug 2017 - Mar 2018
Interviewed clients and determined eligibility. Wrote policies and processed changes for over thirty different insurance carriers. Used an informational, knowledgeable approach, and a focus on customer satisfaction, striving to "educate" the consumer, building positive professional relationships through strong interaction skills. Quoted rates, qualified customers, and assisted with the underwriting process for various insurance policies/companies. Committed to the assistance and support of… Show more Interviewed clients and determined eligibility. Wrote policies and processed changes for over thirty different insurance carriers. Used an informational, knowledgeable approach, and a focus on customer satisfaction, striving to "educate" the consumer, building positive professional relationships through strong interaction skills. Quoted rates, qualified customers, and assisted with the underwriting process for various insurance policies/companies. Committed to the assistance and support of others while maintaining a cheerful and helpful attitude. Build rapport and trust quickly with clients and colleagues. Provided a high level of customer service and client relations based on outstanding communication and interpersonal skills. Show less Interviewed clients and determined eligibility. Wrote policies and processed changes for over thirty different insurance carriers. Used an informational, knowledgeable approach, and a focus on customer satisfaction, striving to "educate" the consumer, building positive professional relationships through strong interaction skills. Quoted rates, qualified customers, and assisted with the underwriting process for various insurance policies/companies. Committed to the assistance and support of… Show more Interviewed clients and determined eligibility. Wrote policies and processed changes for over thirty different insurance carriers. Used an informational, knowledgeable approach, and a focus on customer satisfaction, striving to "educate" the consumer, building positive professional relationships through strong interaction skills. Quoted rates, qualified customers, and assisted with the underwriting process for various insurance policies/companies. Committed to the assistance and support of others while maintaining a cheerful and helpful attitude. Build rapport and trust quickly with clients and colleagues. Provided a high level of customer service and client relations based on outstanding communication and interpersonal skills. Show less
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State Farm Agent
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Insurance
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700 & Above Employee
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CSR
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Feb 2016 - Aug 2017
Quoting, Endorsements, Administrative Tasks, Customer Correspondence, Answering Phones, Underwriting, Claims. Quoting, Endorsements, Administrative Tasks, Customer Correspondence, Answering Phones, Underwriting, Claims.
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AIS Insurance
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United States
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Insurance
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1 - 100 Employee
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Customer Service Representative
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Apr 2008 - Jan 2016
Interviewed clients and determined eligibility. Wrote policies and processed changes for over thirty different insurance carriers. Used an informational, knowledgeable approach, and a focus on customer satisfaction, striving to "educate" the consumer, building positive professional relationships through strong interaction skills. Quoted rates, prequalified customers, and assisted with the underwriting process for various insurance policies/companies. Committed to the assistance and support of… Show more Interviewed clients and determined eligibility. Wrote policies and processed changes for over thirty different insurance carriers. Used an informational, knowledgeable approach, and a focus on customer satisfaction, striving to "educate" the consumer, building positive professional relationships through strong interaction skills. Quoted rates, prequalified customers, and assisted with the underwriting process for various insurance policies/companies. Committed to the assistance and support of others while maintaining a cheerful and helpful attitude. Build rapport and trust quickly with clients and colleagues. Provided a high level of customer service and client relations based on outstanding communication and interpersonal skills. Show less Interviewed clients and determined eligibility. Wrote policies and processed changes for over thirty different insurance carriers. Used an informational, knowledgeable approach, and a focus on customer satisfaction, striving to "educate" the consumer, building positive professional relationships through strong interaction skills. Quoted rates, prequalified customers, and assisted with the underwriting process for various insurance policies/companies. Committed to the assistance and support of… Show more Interviewed clients and determined eligibility. Wrote policies and processed changes for over thirty different insurance carriers. Used an informational, knowledgeable approach, and a focus on customer satisfaction, striving to "educate" the consumer, building positive professional relationships through strong interaction skills. Quoted rates, prequalified customers, and assisted with the underwriting process for various insurance policies/companies. Committed to the assistance and support of others while maintaining a cheerful and helpful attitude. Build rapport and trust quickly with clients and colleagues. Provided a high level of customer service and client relations based on outstanding communication and interpersonal skills. Show less
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AppleOne Employment Services
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United States
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Staffing and Recruiting
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700 & Above Employee
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Receptionist/Office Assistant
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Jun 2007 - Apr 2008
Accepted increasing responsibility demonstrating flexibility and ability to learn quickly. Accustomed to fast-paced, high-pressured positions, demonstrated ability to prioritize multiple tasks, meet deadlines, and provide quality service. Answered phones, greeted customers, and assisted clients with inquiries. Accepted increasing responsibility demonstrating flexibility and ability to learn quickly. Accustomed to fast-paced, high-pressured positions, demonstrated ability to prioritize multiple tasks, meet deadlines, and provide quality service. Answered phones, greeted customers, and assisted clients with inquiries.
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Education
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2007 - 2009
Moorpark College
General Studies -
2000 - 2005
Moorpark High School
High School
Community
