Shanteya Victor
Customer Service Associate
Addison,TX
Summary
Insightful Insurance Sales Agent bringing 3 years of insurance product and policy management expertise to growing organization. Focused and analytical with passion for client satisfaction and team goal achievement.
Overview
2
2
Certifications
2
2
years of post-secondary education
7
7
years of professional experience
Work History
Life Insurance Agent
Family First Life
Addison, TX
02.2021 - Current
- Provided coverage option information to assist clients in protecting assets.
- Exceeded corporate quotas for monthly policy sales.
- Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
- Utilized targeted marketing efforts to increase revenue, including email campaigns and cold calling.
- Promoted variety of products and services using upselling and other sales strategies.
- Collected all premiums on or before effective date of coverage
- Utilized direct marketing strategies such as mailings and phone contracts to approach potential clients and increase sales by 10%
- Provided coverage option information to assist clients in protecting assets
- Exceeded corporate quotas for monthly policy sales
- Attended continuing education courses and workshops to gain additional insurance industry knowledge
- Utilized targeted marketing efforts to increase revenue, including email campaigns and cold calling
Life Insurance Sales Agent
American Income Life
Arlington , TX
05.2018 - 12.2020
- Sought out new clients and developed client relationships through networking, direct referrals, lead databases and cold calling.
- Customized existing insurance programs to suit individual client needs by analyzing specific requirements.
- Reviewed policy applications for errors and liaised with underwriters to facilitate quick completion of application process.
- Sold auto, home, life and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
Administrative Assistant
Corvicsons
Fort Worth, TX
01.2016 - 04.2018
- Coordinated travel arrangements by booking airfare, hotel and ground transportation.
- Restocked supplies and placed purchase orders to maintain adequate stock levels.
- Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
- Monitored supervisor's work calendar and scheduled appointments, meetings and travel.
- Offered office-wide software support and training, troubleshooting issues and optimizing usage.
Waitress
Twin Peaks
Dallas, TX
01.2014 - 01.2016
- Shared knowledge of menu items and flavors, enabling customers to make personal decisions based on taste and interest.
- Supervised restocking of salad bar and buffet for lunch and dinner service.
- Used cash registers and credit card machines to cash out customers.
- Resolved guest and employee complaints to maintain complete customer satisfaction and workforce effectiveness.
Education
Associate of Science - Business
Eastfield College
Mesquite, TX 08.2015 - 06.2017
Skills
Inbound and outbound calling
Report preparation
80 WPM typing speed
Employee training and development
Sales expertise
Multi-line phone talent
Certification
Life Insurance License
Timeline
Life Insurance Agent
Family First Life
02.2021 - Current
Life Insurance Sales Agent
American Income Life
05.2018 - 12.2020
Administrative Assistant
Corvicsons
01.2016 - 04.2018
Associate of Science - Business
Eastfield College
08.2015 - 06.2017
Waitress
Twin Peaks
01.2014 - 01.2016