Summary
Overview
Work History
Education
Skills
Certification
Community Service
Affiliations
Languages
Interests
Timeline
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Victoria Crocker

Victoria Crocker

Livingston,USA

Summary

Results-driven professional with significant expertise in client management and contract negotiation. Possesses track record of securing favorable agreements and streamlining processes. Known for fostering team collaboration and maintaining flexibility to meet evolving demands.

Overview

2024
2024
years of professional experience
1
1
Certification

Work History

Medicare Agent Instructor

BIVX Wealth & Management
09.2023 - 02.2024
  • Informed clients of policies and procedures.
  • Maintained accurate records of client communications, transactions, policies, and other relevant documentation for seamless operations within the agency.
  • De-escalated and resolved customer complaints with punctual, polite and professional service.
  • Managed and motivated employees to be productive and engaged in work.
  • Accomplished multiple tasks within established timeframes.
  • Increased client base by identifying new business opportunities and cultivating strong relationships with key decision makers.
  • Established a safe learning environment that encouraged open communication and peer-to-peer feedback among students.
  • Implemented role-playing exercises to help students overcome anxiety related to public speaking situations.
  • Researched material extensively before writing informative speeches.
  • Presented information regarding Medicare to groups of 30 people.

Group/Individual Supplement Agent

Globe Life
  • Build & Present proposals for Companywide options including tax benefits for both parties. (Employer/Employee)
  • Build & Present proposals for Individuals, Non-Group related.
  • Informed clients of policies and procedures.
  • Delivered exceptional customer service by proactively addressing concerns and fostering a positive experience throughout all interactions.
  • Enhanced client satisfaction by promptly addressing inquiries and providing accurate information on products and services.
  • Maintained professional, organized, and safe environment for employees and patrons.
  • Enhanced customer satisfaction by resolving disputes promptly, maintaining open lines of communication, and ensuring high-quality service delivery.
  • Resolved staff member conflicts, actively listening to concerns and finding appropriate middle ground.
  • Maximized performance by monitoring daily activities and mentoring team members.
  • Promoted a positive learning environment by establishing clear expectations and maintaining consistent classroom management techniques.
  • Tracked agent progress, frequently checking in with struggling students and identifying root causes of problems.


Medicare Insurance Agent

All Web Leads
09.2021
  • Receive Inbound Calls for Medicare Supplementals (Medi-gap, Dental/Vision/Hearing
  • Complete Final Expense Life Sales
  • Complete Affordable Choice Health Sales for Prospects under the age 65
  • Assist in advocacy of applying for Part A & Part B in Original Medicare
  • Provided Health Care options with Medicare Advantage Policies
  • Certified In Aetna Silver Script PDP Sales
  • Utilize pipeline sources for past incoming calls for future sales.
  • Currently licensed in 20 states for the purpose of AEP, with focus in Texas.
  • Prospecting
  • Fact finding
  • Creating solutions
  • Creating presentations to close and issuance of applications.
  • Sales Completions:
  • September 2021: Written Premium $2,666.17
  • October 2021: Written Premium $27,883
  • November 2021: Written Premium $38,124
  • December 2021: Written Premium $45,384
  • January 2022: Written Premium $60,012
  • February 2022: Written Premium $31,419
  • March 2022: Written Premium $23,148
  • April 2022: Written Premium $37,679
  • May 2022: Written Premium $20,463
  • June 2022: Written Premium $38,862
  • July 2022: Written Premium $38,366
  • August 2022: Written Premium $50,685
  • September 2022: Written Premium $28,653
  • October 2022: Written Premium $43,263
  • November 2022: Written Premium $49,156
  • December 2022: Written Premium $40,638
  • January 2023: Written Premium $23,619.65
  • February 2023: Written Premium $20,830

Life Insurance Agent

State Farm
06.2020 - 08.2021
  • Seek out prospects to introduce Life products.
  • Sources to contact came from in book business, purchased leads, Face Book and networking with deer Park Chamber of Commerce and La Porte Chamber if Commerce including members.
  • Auto & Property Insurance Sales were secondary.
  • 2021 sales track January to July average 10+ policies issued per month.
  • Office Management:
  • Solution resolution for customers. This would include important documentation for authorization, discounts, and billing.
  • Social Media Management. I oversaw producing content for all Social Media Accounts including Facebook and Instagram.
  • Employee Benefit enrollment/yearly renewal.
  • Systems management with ECRM
  • Assist customers with Home Insurance, Renters Insurance, Auto Insurance, PLUP & PAP.
  • Sales Completions:
  • August 2020- August 2021: 85 Policies including all the below.
  • Auto, Homeowner, Renters, Recreational Vehicles, Directors & Officers, GL Business, Flood, Liability Umbrella Polices, Life Insurance

HR Generalist/Office Manager

Trade STAR Inc.
03.2014 - 06.2020
  • Criminal Background checks on new employees
  • Texas Fast Pass Finger Printing
  • Employee Benefits enrollment notifications
  • Quality Control checks all new hire paperwork to ensure compliance and correctness. If paperwork was incorrect, I was to keep strict documentation of process time for correctness through employment.
  • Produce ad's work search engines to produce applicants.
  • Review resumes and conduct interviews
  • Process application for new hires and new hire procedures
  • Time Sheet verification and tracking for payroll department. Thus, included strict documentation for obtaining weekly payroll cards to produce pay checks in a timely manner.
  • Minimal Recruiting to build office staff
  • Representative at company events to build relationships with customers.

Customer Service Representative

Frontier Logistics, LP
02.2012 - 03.2014
  • Order Entry
  • Shipping
  • Packaging
  • Bulk Trucking (This will involving packaged Material into Bulk Trucks)
  • Acting liaison for all Shipping, ports, packaging, Inspection, and Fumigation
  • Trained for Dow Chemical SAP packaging & Sea-bulking of all Railcars
  • Strategic Planning for Railcar Inbounds and releases on AG DDG Grain & Soy Bean Meal for South Carolina Terminals
  • Container 1st and 3rd party scheduling for export containers across the world (This includes all regulation per each receiving Country)
  • Dispatching Loads of Ag DDG Grain as well as Soybean Meal
  • Training fellow employees for Day-to-Day Functions as a CAR with Frontier Logistics
  • Bi-Monthly Billing for all Customers and Trucking companies within the parameters of my designated Customers
  • Title Transfers of Packaged material and Railcars between different entities
  • Executive oral & written communications
  • Reporting / researching
  • Sea Port functionality management & reporting
  • Contract Carrier material distributions
  • Palmetto Rails railcar transmissions

Education

High School Diploma -

Deer Park High School
Deer Park, TX
05-2006

General Lines Property & Casualty - Insurance and Risk Management

Texas Department of Insurance
01-2020

General Lines Life, Accident, Health & HMO - Insurance And Risk Management

Texas Department of Insurance
01-2020

LIRMA - Anti-Money Laundering

Texas Department of Insurance
10-2024

Ethics For Insurance Professionals - Insurance And Risk Management

360 Training
12-2023

Skills

  • Problem-solving skills
  • Positive attitude
  • Customer service and care
  • Problem-solving
  • Relationship building
  • Organizational skills
  • Goal-oriented mindset
  • Clear communication
  • Customer complaint resolution
  • Documenting information
  • Team leadership

Certification

  • Ethics for Insurance Professionals
  • Property Casualty
  • LIMRA AML Certification
  • Ahip Medicare + Fraud, Waste and abuse
  • PY 2022
  • AHIP Medicare + Fraud, Waste and Abuse
  • Aetna Silver Script PDP
  • LIRMA AML Certification
  • PY 2023
  • Aetna Silver Script Part D
  • Mutual of Omaha Part D
  • HCSC(BCBS) MAPD/ Part D
  • PY 2024
  • Individual Market Place
  • HCSC(BCBS) MAPD / Part D
  • Alignment MAPD
  • Imperial Health Plan

Community Service

Participate in the local POA (Property Owners Associations), Committee Chair(s):, Property Rental, 4th of July Neighborhood Social (Bingo Chair), Pasadena Livestock Show & Rodeo, Active Member & Volunteer since 2008

Affiliations

  • IIAT
  • SHRM

Languages

English

Interests

  • Volunteer Work
  • Participating in fundraising events to support local charities, schools, or community projects
  • Getting involved in local advocacy groups to promote positive change in the community

Timeline

Medicare Agent Instructor

BIVX Wealth & Management
09.2023 - 02.2024

Medicare Insurance Agent

All Web Leads
09.2021

Life Insurance Agent

State Farm
06.2020 - 08.2021

HR Generalist/Office Manager

Trade STAR Inc.
03.2014 - 06.2020

Customer Service Representative

Frontier Logistics, LP
02.2012 - 03.2014

Group/Individual Supplement Agent

Globe Life

High School Diploma -

Deer Park High School

General Lines Property & Casualty - Insurance and Risk Management

Texas Department of Insurance

General Lines Life, Accident, Health & HMO - Insurance And Risk Management

Texas Department of Insurance

LIRMA - Anti-Money Laundering

Texas Department of Insurance

Ethics For Insurance Professionals - Insurance And Risk Management

360 Training