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
12.2021 - 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
11.2020 - 10.2021
- 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
01.2018 - 01.2019
- 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
03.2016 - 11.2018
- 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
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
12.2021 - Current
Sales Broker - KTX Insurance
11.2020 - 10.2021
Life Insurance Agent - American Income Life Insurance Company
01.2018 - 01.2019
Infantry - Canadian Armed Forces
03.2016 - 11.2018
LLQP/RIBO - ,