VICTORIA PARKS
Chapin,SC
Summary
Experienced and licensed insurance agent with a proven track record of delivering top-notch insurance solutions. Demonstrates comprehensive understanding of the insurance industry. Excels in evaluating customer risk to offer customized solutions that meet specific needs. Known for establishing strong client relationships based on trust, providing valuable guidance and financial advice, and consistently delivering exceptional service.
Overview
14
14
years of professional experience
Work History
Licensed Insurance Agent
AllState
04.2023 - Current
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
- Provided coverage option information to assist clients in protecting assets.
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Upsold additional products and services after identifying customer needs and requirements.
- Promoted products and services using upselling and other sales strategies.
- Developed sales leads from direct referrals, networking and targeted marketing campaigns.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Monitored changes in insurance industry to stay compliant with relevant laws and regulations.
- Finalized sales and collected necessary deposits.
- Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
Co-Owner
Line-X
01.2019 - 04.2023
- Promoting and Selling Product
- Appointment Management
- Sending and Receiving Invoices
- Placing, Receiving, and Tracking Orders
- Inventory Management
- Build Client Relationships
- Managing Quickbooks
- Developed marketing materials and campaigns to boost brand awareness and customer engagement.
- Recruited, interviewed and hired new staff members and developed training materials for employees.
- Networked with other businesses and customers to increase sales opportunities and contacts.
- Reduced operational risks while organizing data to forecast performance trends.
Senior Administrative Assistant
Balfour
01.2011 - 01.2019
- Ensured Corporate Communication
- Ordering Technical Support
- Invoice Coordination
- Marketing
- Payment Processing
- Maintain Bank Records
- Balance Communication with Clients
- Exceptional Customer Service
- Kept files and records in content management systems such as MS SharePoint, EXCEL and others.
- Supported program operations by preparing and updating documents, reports and spreadsheets.
- Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
- Managed phone and email correspondence and handled incoming and outgoing mail and faxes.
Education
High School - Intro to Business, Intro to Marketing, Personal Finance, Computer Applications
Winters Mill High School
Skills
- Excel
- Microsoft Office
- Outlook
- QuickBooks
- Google Calendar
- Leadership
- Team Work
- Adaptability
- Coachable
- Communication
- Multi-Tasking
- Insurance sales expertise
- Sales strategy development
- Referral pipeline maintenance
- Policy writing
Timeline
Licensed Insurance Agent
AllState
04.2023 - Current
Co-Owner
Line-X
01.2019 - 04.2023
Senior Administrative Assistant
Balfour
01.2011 - 01.2019
High School - Intro to Business, Intro to Marketing, Personal Finance, Computer Applications
Winters Mill High School
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