Summary
Overview
Work History
Education
Skills
Timeline
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Allison Volk

Summary

Dedicated and results-driven insurance professional with over a decade of experience in sales, member services, mentoring, and leadership support roles. Skilled in team development, customer relationship management, and cross-functional collaboration. Passionate about delivering exceptional service while driving operational excellence and team success.

Overview

12
12
years of professional experience

Work History

Automotive Enthusiast Advisor 3 (AEA3)

Hagerty Insurance
Traverse City, MI
03.2022 - Current
  • Progressed from AEA1 to AEA3 through strong performance in member services and internal collaboration.
  • Assist new hires as a Supercharger Mentor, supporting onboarding, training on Hagerty systems and sales workflows. Assist the training team in developing educational materials to support onboarding and continued training.
  • Act as a Team Lead Backup, providing real-time assistance to AEA's in the Help Space policy navigation, account issues, and system guidance.
  • Collaborate with the underwriting department to assist with risk evaluation and policy issuance by green grabbing, reviewing policy holds, and identifying risk from workflow. Ensuring policy accuracy and member satisfaction.
  • Develop and lead team meetings and group coaching sessions. Driving engagement and supporting continued education initiatives.
  • Serve as a Team Bar Raiser, representing team feedback to senior leadership, contributing to operational discussions, and advocating for improvements in tools and processes.

Insurance Agent and Office Manager

Nationwide Insurance
Cleveland, OH
01.2013 - 09.2021
  • Sold and serviced a broad range of personal and commercial insurance products, consistently achieving high client retention rates.
  • Managed daily office operations, including staff scheduling, compliance tracking, and operational reporting.
  • Provided training and mentorship to junior agents, promoting professional growth and team effectiveness.
  • Handled complex customer service inquiries and resolved escalations to ensure client satisfaction.
  • Implemented new sales and marketing strategies that contributed to office revenue growth.
  • Maintained compliance with state insurance regulations and company underwriting guidelines.

Education

Associate of Science -

Lorain County Community College
Elyria, OH
05-2013

Skills

  • Team Leadership & Coaching
  • Mentorship
  • Training and Development Support
  • Cross-Functional Collaboration
  • Underwriting Assistance
  • Client Relationship Management

Timeline

Automotive Enthusiast Advisor 3 (AEA3)

Hagerty Insurance
03.2022 - Current

Insurance Agent and Office Manager

Nationwide Insurance
01.2013 - 09.2021

Associate of Science -

Lorain County Community College
Allison Volk