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Courtney Pietras

Licensed Insurance Agent/ Customer Service/Retention 

Work experience

July 2015April 2017

Licensed Health Insurance Agent

e-TeleQuote Insurance, Inc (Broker for Medicare Advantage/Supps/Final Expense)
  • Assist customers in making healthcare decisions by carefully matching customers with the optimal products and services
  • Meet monthly sales and performance goals
  • Answer phone calls from customers and assist them in completing the appropriate applications and forms
  • Remain current on products and processes in a multi-product environment
  • Abide by the Centers for Medicare and Medicaid Services (CMS) Medicare Marketing Guidelines and company policies and procedures
  • Demonstrate fantastic customer service skills with a friendly and patient attitude
  • Remain compliant with all state continuing education requirements
  • Perform related duties as assigned by supervisor
  • Maintain compliance with all company policies and procedures
Jul 2014July 2015

Licensed Health Insurance Agent

TZ Insurance (appointed by Mutual Of Omaha/MED SUPPS) Tampa,FL
  • Strong customer service skills, builds rapport efficiently and effectively to initialize a new client's health insurance policy
  • Make outbound phone calls to potential policy holders to analyze current senior Medicare Supplement insurance, determine eligibility and suggest changes ; purpose being to establish new client relationships for Mutual Of Omaha
  • Fast paced environment with metrics to meet 
  • Maintain focused, persistent, and knowledgeable while continuously prospecting for new leads and clients by outbound phone calls.
  • Staying knowledgeable on all aspects of compliance, rules and regulations.
Aug 2013Jul 2014

Licensed Health Insurance Agent

APAC Customer Services, Inc. (United HealthCare, Futurity First) Tampa,FL
  • Obtain client information on all accepted inbound phone calls and verify HIPAA requirements set by the Centers for Medicare and Medicaid Services (CMS) to effectively determine eligibility and the best healthcare decision for the client
  • Provide extensive product presentations with strong customer service skills allowing me to build rapport , know how to overcome objections
  • Meet all merits set by leadership while surpassing expectations
  • Maintain and improve quality results by recommending improved health plans available to the client while adhering to standards and guidelines
  • Exhibited strong leadership skills by taking on additional tasks and aiding fellow employees
Jan 2013Jul 2013

Sales Representative

TruGreen - Tampa, FL
  • Provided excellent customer service on all accepted inbound and outbound calls while initializing and assisting customers with new accounts
  • Provided all necessary information while having extensive product knowledge and ability to negotiate, overcome objections and close
  • Maintained a focused attitude and remained persistent while creating new leads and building rapport with customers
  • Left this job on June 20th, 2013 after being asked to stay on another campaign to look for other opportunities
May 2012Jan 2013

Customer Service Representative

Verizon - Tampa, FL
  • Showed great leadership skills by assisting with team lead duties as well as assisting with supervisor calls etc
  • Provided outstanding customer service on all accepted inbound calls
  • Customers would call in with bill inquiries, payments, and service issues along with all other inquiries to which I thoroughly discuss, review, and maintain customers accounts
  • Initialized and assisted with new accounts after providing customers with the information and knowledge of services offered through Verizon
  • Solicit sales of new or additional services or products- recommend improvements in products, packaging, shipping or billing methods and procedures


Aug 2011Jul 2012

Business Administration

Onondaga Community College - Syracuse, NY

Some college, not finished.

Aug 2001Jun 2009

High School Diploma

Madison High School - Madison, NY


Excellent computer and Internet skills with ability to navigate multiple screens

Proficient with computers, Knowledgable in all Microsoft Office programs

2-15 Life,Health & Annuity Insurance License
Posess 3+ years in a call center environment

-Able to work under pressure and meet deadlines, while maintaining a positive attitude and providing exemplary customer service

Excellent verbal and written communication skills, including ability to effectively communicate with internal and external customers
11,500 kph with 100% accuracy


Mike McGimpsey

Supervisor 813-407-7848

Mike has been my supervisor since July 2014.

Marcus Johnson

Admissions Advisor at Ultimate Medical Academy/ CEO of Johnson Estate Solutions ,LLC 813-843-4044

Previous fellow employee

Krystal Anderson

General Manager 607-422-8923

Previous fellow employee