Victoria Purdy
Licensed Insurance Agent
Tampa
Summary
Dynamic Licensed Insurance Agent with expertise in policy evaluation and customer needs assessment, successfully enhancing client satisfaction at Tranzact Insurance Solutions. Proven track record in utilizing CRM applications to manage relationships and upsell products, while fostering team development and delivering tailored insurance solutions that meet diverse client needs.
Overview
16
16
years of professional experience
2
2
Certifications
Work History
Licensed Insurance Sales Agent
Tranzact Insurance Solutions
07.2024 - Current
- Stayed up-to-date on industry trends, ensuring accurate information was provided to clients at all times.
- Managed existing accounts with a high level of professionalism, addressing any concerns or changes in coverage as needed.
- Increased client satisfaction by providing personalized insurance consultations and recommendations.
- Building rapport with potential clients through engaging presentations highlighting the advantages of our insurance products.
- Educated customers on policy features, benefits, and options, allowing them to make informed decisions about their coverage.
- Utilized CRM software to effectively track client interactions, manage leads, and maintain accurate records of sales activities.
- Upsold additional products and services after identifying customer needs and requirements.
- Provided comprehensive product knowledge and guidance to help clients on product selection.
- Cultivated relationships with clients to identify and meet insurance needs and establish trust and rapport.
Licensed Insurance Agent
U.S. Health Solutions
06.2023 - 05.2024
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Developed customized presentations for prospective clients that highlighted relevant products and benefits based on their unique needs.
- Managed a diverse book of business, adapting to changing client needs and maintaining expert knowledge of multiple lines of insurance products.
- Achieved high client retention rates by consistently delivering exceptional service and support throughout the policy lifecycle.
Licensed Insurance Agent
QuoteWizard
08.2021 - 04.2023
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
- Calculated quotes and educated potential clients on insurance options.
- Provided coverage option information to assist clients in protecting assets.
- Enhanced cross-selling success by identifying complementary products that would further protect clients'' assets or reduce liability exposure.
- Retained existing clientele by regularly reviewing their policies and recommending adjustments as needed to maintain optimal coverage.
- Utilized CRM software to manage client relationships.
- Analyzed customer needs to provide customized insurance solutions.
Assistant General Manager
Goodrich Quality Theaters Inc.
02.2017 - 03.2020
- Enhanced communication among team members through regular meetings, promoting an open dialogue about challenges and opportunities for improvement.
- Increased customer satisfaction by addressing and resolving concerns in a timely manner.
- Managed budget implementations, employee reviews, training, schedules, and contract negotiations.
- Handled cash accurately and prepared deposits.
- Enforced quality assurance protocols to deliver ideal customer experiences.
- Mentored staff members, fostering a supportive work environment that enhanced employee performance and retention.
- Developed and implemented new operational procedures, streamlining daily tasks and improving overall efficiency.
- Assisted in the recruitment, hiring, and onboarding process for new employees to build a skilled workforce committed to excellence in service delivery.
- Developed and implemented policies and procedures to improve customer service and satisfaction.
Manager
Brickhouse Tavern and Tap
10.2009 - 02.2017
- Accomplished multiple tasks within established timeframes.
- 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.
- Controlled costs to keep business operating within budget and increase profits.
- Cross-trained existing employees to maximize team agility and performance.
- Oversaw inventory management, optimizing stock levels, and reducing waste.
Education
Bachelor of Science - Public Health
University of South Florida
Tampa, FL 05.2001 -
Associate of Arts - General
State College of Florida
Bradenton, FL 05.2001 -
Skills
Policy evaluation
Experience with CRM applications
Insurance sales expertise
Expertise in product features and benefits
Customer needs assessment
Risk management
Team training and development
Account relationship development
Certification
AHIP
Timeline
Licensed Insurance Sales Agent
Tranzact Insurance Solutions
07.2024 - Current
Licensed Insurance Agent
U.S. Health Solutions
06.2023 - 05.2024
Licensed Insurance Agent
QuoteWizard
08.2021 - 04.2023
Assistant General Manager
Goodrich Quality Theaters Inc.
02.2017 - 03.2020
Manager
Brickhouse Tavern and Tap
10.2009 - 02.2017
Bachelor of Science - Public Health
University of South Florida
05.2001 -
Associate of Arts - General
State College of Florida
05.2001 -
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