Summary
Overview
Work History
Education
Skills
Timeline
Victoria Mitchell

Victoria Mitchell

Welland,ON

Summary

Seasoned Licensed Insurance Broker bringing strong background in property and automobile insurance. Sales and Service expertise.

Overview

8
8
years of professional experience

Work History

Service Broker

HUB International Insurance Services
2021.12 - Current
  • Resolved problems related to clients insurance policies such as billing, underwriting concerns, and coverage inquiries.
  • Assisted clients with changes or update requests while providing exceptional service.
  • Recognized potential sales opportunities to cross-sell appropriate products and services to clients and make qualified referrals.
  • Identified clients needs and matched to product in their best interest.

Sales Broker

KTX Insurance
2020.11 - 2021.10
  • Developed and implemented sales strategies to increase revenue.
  • Clarified customer requests, forwarded policy information and answered questions to support sales operations.
  • Addressed each customers' needs and wants to recommend suitable product options.
  • Provide quotes using Applied Rating Service
  • Hit monthly sales targets

Life Insurance Agent

American Income Life Insurance Company
2018.01 - 2019.01
  • Provided coverage option information to assist clients in protecting assets.
  • Explained advantages, features, and disadvantages of various policies to promote sale of plans
  • Cultivated customer relationships to provide customized life insurance solutions tailored to individual needs.
  • Promoted products and services using upselling and other sales strategies.
  • Analyzed customers' financial situations to recommend appropriate life insurance policies.


Infantry

Canadian Armed Forces
St. Catharines , ON
2016.03 - 2018.11
  • Utilized critical thinking to analyze situations and formulates decisions.
  • Constructed and camouflaged infantry positions and equipment to prevent detection.
  • Developed and executed infantry unit strategy for offensive and defensive maneuvers.
  • Patrolled designated coverage areas and evaluated terrain for defensive use.

Education

LLQP/RIBO

Skills

  • Cold-Calling
  • Follow-Up Skills
  • Account Updating
  • Policy Analysis
  • Underwriting Knowledge
  • Eligibility Determination
  • Customer Service
  • Microsoft Office

Timeline

Service Broker - HUB International Insurance Services
2021.12 - Current
Sales Broker - KTX Insurance
2020.11 - 2021.10
Life Insurance Agent - American Income Life Insurance Company
2018.01 - 2019.01
Infantry - Canadian Armed Forces
2016.03 - 2018.11
LLQP/RIBO - ,
Victoria Mitchell