Victoria Mitchell
Welland,ON
Summary
Seasoned Licensed Insurance Broker bringing strong background in property and automobile insurance. Sales and Service expertise.
Detail-oriented individual with exceptional communication and project management skills. Proven ability to handle multiple tasks effectively and efficiently in fast-paced environments. Recognized for taking proactive approach to identifying and addressing issues, with focus on optimizing processes and supporting team objectives.
Overview
9
9
years of professional experience
Work History
Personal Account Manager
Youngs Insurance
10.2024 - Current
- Provided exceptional customer service, resolving complex issues and responding promptly to inquiries.
- Maintained detailed records of client interactions for accurate tracking of progress towards goals.
- Built auto and property applications for multiple Insurance companies
- Cross sales and identifying sales opportunities
- Use SigXp to manage client files
Service Broker
HUB International Insurance Services
12.2021 - 04.2024
- 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
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
LLQP/RIBO
Skills
- Cold-Calling
- Follow-Up Skills
- Account Updating
- Policy Analysis
- Underwriting Knowledge
- Eligibility Determination
- Customer Service
- Microsoft Office
Timeline
Personal Account Manager
Youngs Insurance
10.2024 - Current
Service Broker
HUB International Insurance Services
12.2021 - 04.2024
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
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