Victoria Davis

Account Manager, Sales Executive

Licensed in Property Casualty, Life and Health

CISR designation earned

• Maintain accurate and up to date client files
• Customer service and account management in person and online.
• New sales, existing policies, account rounding.
• Endorsements, payments, cancellations, reinstatement, re-quoting and re-writes, claims support.
• Annual renewal reviews, analysis of needs while recommending essential coverage, Exercising risk analysis.
• Accurate and detailed information.
• Adherence to state insurance regulations.
• Fielded customer complaints and facilitated negotiations, resolving issues and reaching mutual conclusions.
• Develop and maintain long term relationships with clients.
• Presented professional image consistent with company's brand values.
• Developed, maintained and utilized diverse client base.

• Remote position, call center environment
• Customer Service for personal and commercial lines of business
• Annual review of commercial policies, requoting and new submissions.
• Certificates of Insurance

• Customer Service Personal lines of business,
• payments, endorsements, cancellations, reinstatement, claims support and follow-up.
• Certificates of Insurance
• New business
• Adherence to state insurance regulations

• New and referral business
• Cross-selling
• Provided information on features, policies and relative advantages to promote insurance packages.
• Adhered to all regulations for insurance sales.