Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Victoria Schultz

Henagar,AL

Summary

Dynamic professional with extensive experience at Globe Life - Liberty National Division, excelling in customer relationship management and risk assessment. Proven track record in enhancing client satisfaction and optimizing insurance coverage. Adept at effective communication and data compliance, driving successful outcomes in fast-paced environments. Committed to delivering superior service and nurturing meaningful connections with clients

Overview

9
9
years of professional experience
1
1
Certification

Work History

Supervising Agent

Globe Life - Liberty National Division
Guntersville, AL
11.2023 - Current
  • Collected detailed customer information to provide accurate quotes and recommendations.
  • Simplified complex insurance terminology for better customer understanding.
  • Advised customers on strategies to minimize asset-related risks.
  • Provided comprehensive information on plan features, pricing, and availability.
  • Educated clients about the necessity of adequate insurance coverage.
  • Analyzed claims data to identify improvement areas for policyholder protection.
  • Scheduled meetings with prospective clients to discuss product offerings.
  • Maintained precise records of customer interactions and transactions.

Relationship Manager Assistant II

Cadence Bank
Scottsboro, AL
07.2022 - 11.2023
  • Handled customer inquiries regarding loan status and payment schedules efficiently.
  • Assisted with underwriting decisions by applying established risk assessment criteria.
  • Reviewed credit reports for accuracy, ensuring compliance with regulatory standards.
  • Executed data entry for loan processing, maintaining updated borrower information.
  • Maintained comprehensive transaction records in line with bank policies.
  • Conducted research on complex loan transactions and prepared analytical reports for management.
  • Participated in weekly team meetings to track project progress and address challenges.
  • Monitored industry trends and regulatory changes impacting consumer banking services.

Agency Director

Globe Life - Liberty National Division
Guntersville, Alabama
11.2018 - 07.2022
  • Cultivated strong client relationships to elevate customer satisfaction.
  • Analyzed client portfolios to identify optimal investment opportunities.
  • Educated clients on various life insurance policies and coverage options.
  • Reviewed contracts for compliance with state regulations.
  • Processed transactions efficiently using point-of-sale system.
  • Created detailed reports on sales activities and customer feedback.
  • Resolved customer issues promptly, ensuring exceptional service delivery.
  • Assisted clients in selecting suitable life insurance coverage.
  • Adapted teaching methods according to the needs of individual learners or groups.
  • Conducted onboarding sessions to orientate new staff members about company policies and procedures.

Licensed Sales Producer

Allstate
Scottsboro, AL
07.2018 - 11.2018
  • Processed applications for new policies, endorsements, changes, and cancellations efficiently.
  • Advised clients on applicable discounts and beneficial coverage options.
  • Conducted periodic account reviews to maintain appropriate coverage levels.
  • Participated in educational seminars and webinars to remain informed about industry trends.
  • Maintained up-to-date knowledge of insurance regulations and compliance standards.
  • Developed and implemented marketing strategies to enhance insurance product sales.
  • Prepared reports detailing sales activities, progress toward goals, and key metrics.
  • Generated quotes for various insurance policies tailored to customer requirements.

Supervising Agent

Globe Life - Liberty National Division
Henagar, AL
07.2016 - 07.2018
  • Cultivated strong client relationships to enhance customer satisfaction.
  • Analyzed client portfolios to identify optimal investment opportunities.
  • Reviewed contracts for compliance with state regulations.
  • Educated clients on available life insurance policies.
  • Created comprehensive reports on sales activities and customer feedback.
  • Resolved customer issues promptly while delivering exceptional service.
  • Assisted clients in selecting appropriate life insurance coverage.
  • Processed transactions efficiently using point-of-sale system.

Education

GED -

Northeast Alabama Community College
Rainsville, AL
09-2008

Some College (No Degree) -

Northeast Alabama Community College
Rainsville, AL

Skills

  • Customer relationship management
  • Risk assessment and analysis
  • Insurance underwriting
  • Data entry and compliance
  • Team leadership and management
  • Effective communication

Certification

University of Alabama, Birmingham, AL

Property and Casualty License, July 2018

Life and Health License, October 2016

Timeline

Supervising Agent

Globe Life - Liberty National Division
11.2023 - Current

Relationship Manager Assistant II

Cadence Bank
07.2022 - 11.2023

Agency Director

Globe Life - Liberty National Division
11.2018 - 07.2022

Licensed Sales Producer

Allstate
07.2018 - 11.2018

Supervising Agent

Globe Life - Liberty National Division
07.2016 - 07.2018

GED -

Northeast Alabama Community College

Some College (No Degree) -

Northeast Alabama Community College

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