Victoria Meissner
Sebastian
Summary
Eager to leverage extensive customer service and sales expertise in the pursuit of a dynamic role as an Insurance Agent; brings a proven track record in client relationship management and policy facilitation to provide first-rate insurance solutions and drive business growth.
Overview
10
10
years of professional experience
Work History
Licensed Health and Life Insurance Agent
HPOne
07.2024 - Current
- Enhanced client satisfaction by tailoring life insurance solutions to meet individual needs.
- Conducted in-depth consultations for identifying optimal policy options for clients.
- Increased policy renewals by maintaining strong relationships with existing clients.
- Customized insurance plans, providing clients with comprehensive coverage solutions.
- Collaborated with underwriters to facilitate policy approval processes.
- Assisted clients to understand policy terms, ensuring informed decision-making.
Independent Life and Health Insurance Agent
Self Employed
05.2015 - Current
- Educated clients on health insurance plans to help them make informed decisions.
- Improved client satisfaction by quickly resolving insurance claim issues.
- Analyzed customer needs to recommend appropriate health insurance policies.
- Enhanced policyholder retention by providing exceptional customer service.
- Assisted clients in navigating complex insurance procedures for seamless service.
- Provided personalized service, ensuring each client received attention and care.
Licensed Insurance Agent
Everise, Inc
09.2022 - 01.2024
- Calculated quotes and educated potential clients on insurance options.
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Improved client satisfaction by providing tailored insurance solutions and exceptional customer service.
- Established trust with clients through transparent communication regarding policy costs, coverages, exclusions, limitations, endorsements or riders available upon request.
- Increased policy sales by conducting thorough needs assessments and presenting suitable coverage options.
Volunteered Supervisory Position
Voluntary Through Section 8
09.2017 - 05.2020
- Self-motivated, with a strong sense of personal responsibility.
- Worked effectively in fast-paced environments.
- Skilled at working independently and collaboratively in a team environment.
- Managed time efficiently in order to complete all tasks within deadlines.
- Worked flexible hours across night, weekend, and holiday shifts.
- Organized and detail-oriented with a strong work ethic.
- Assisted with day-to-day operations, working efficiently and productively with all team members.
Education
ACADEMIC DIPLOMA HS - Business
Roosevelt HS
Yonkers, NY01.1975
Academic Diploma. -
Valhalla Community College
Skills
- Teamwork
- Product Knowledge
- Customer Service
- Salesmanship
- Networking
- Problem-Solving
- Communication
- Negotiation
- Technical
- Policy Analysis
- Time Management
- Regulatory Compliance
- Risk Assessment
- Detail-oriented
- Empathic
- Policy explanation
- Needs assessment
- Sales strategies
- Relationship building
Timeline
Licensed Health and Life Insurance Agent
HPOne
07.2024 - Current
Licensed Insurance Agent
Everise, Inc
09.2022 - 01.2024
Volunteered Supervisory Position
Voluntary Through Section 8
09.2017 - 05.2020
Independent Life and Health Insurance Agent
Self Employed
05.2015 - Current
Academic Diploma. -
Valhalla Community College
ACADEMIC DIPLOMA HS - Business
Roosevelt HS
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