Victoria Shoenight
Foley,AL
Summary
Cultivated strong client relationships and implemented effective problem-solving strategies to ensure compliance and promote long-term partnerships.
Overview
36
36
years of professional experience
Work History
Licensed Sales Producer
Bill Boulton Agency
02.2018 - Current
- Developed tailored insurance solutions to meet client needs.
- Conducted policy reviews to ensure compliance with regulations and industry standards.
- Collaborated with underwriters on behalf of clients.
- Specialized in tailoring solutions to individual client needs.
- Resolved customer risk mitigation with cost considerations.
- Effectively balanced client relationships by demonstrating empathy and understanding.
- Increased customer satisfaction by providing exceptional service and tailored insurance solutions.
Licensed Sales Representative
Pete Russell Agency
Foley, AL
02.2016 - 02.2018
- Assisted clients in finding insurance solutions tailored to their unique needs.
- Performed thorough policy reviews to verify compliance and accuracy of coverage.
- Guided clients through product offerings to improve understanding and satisfaction.
- Addressed customer inquiries and resolved issues promptly to enhance retention rates.
Licensed Sales Representative
J. Ellis Calvert
Foley, AL
06.1990 - 12.2008
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
- Provided coverage option information to assist clients in protecting assets.
- Mentored junior agents on effective sales methodologies as well as industry best practices for client relationship management, fostering a collaborative work environment within the team.
- Leveraged cross-selling opportunities by identifying additional product offerings that met client needs beyond initial requests, maximizing revenue potential per sale transaction.
- Conducted thorough policy reviews to identify gaps in coverage and offer solutions, enhancing overall client protection.
- Provided exceptional customer service by promptly responding to inquiries or concerns from both existing and prospective clients alike.
- Collaborated with other professionals within the insurance industry, such as claims adjusters or underwriters, to address complex client needs and provide comprehensive policy solutions.
- Participated in ongoing professional development activities to stay current on industry trends and regulatory changes, ensuring top-notch expertise.
- Built strong relationships with clients through regular communication, fostering trust and loyalty to the agency.
- Increased client satisfaction by providing knowledgeable insurance advice and tailored policy recommendations.
- Assisted clients in selecting appropriate coverage for their needs, resulting in improved customer retention rates.
- Handled sensitive client information with discretion and diligence, maintaining strict confidentiality protocols as required by industry regulations.
- Selected correct products based on customer needs, product specifications and applicable regulations.
Education
High School Diploma - undefined
Foley High School
Foley, ALSkills
- Insurance sales expertise
- Client relationship management
- Insurance product expertise
- Customer retention
- Teamwork and collaboration
- Problem-solving
- Reliability
- Organizational skills
Timeline
Licensed Sales Producer
Bill Boulton Agency
02.2018 - Current
Licensed Sales Representative
Pete Russell Agency
02.2016 - 02.2018
Licensed Sales Representative
J. Ellis Calvert
06.1990 - 12.2008
High School Diploma - undefined
Foley High School