Tracy Via
Martinsville
Summary
Self-motivated professional successful in seizing viable opportunities for expansion and innovation in business.
Background in increasing profits, reducing costs and transforming customer service standards. Experienced in leading and supervising operational and sales teams. Talented Owner with excellent marketing, customer service and facility oversight skills and more than 20 years of experience. Highly effective and comfortable working with people at all levels in organization.
Talented Owner with excellent marketing, customer service and facility oversight skills and more than 20 years of experience. Highly effective and comfortable working with people at all levels in organization. Hard-driving business leader offering skill in strategic business planning and team development. Skillfully recruit and train employees at all levels to meet customer and business demands. Articulate, forward-thinking and resourceful in meeting unique needs. Creative Business Owner with exceptional background spent in insurance. Proven leader with engaging demeanor and success working in most demanding environments. Talented in training and mentoring successful teams. Results-driven broker with forward-thinking approach centered on company success and competitive growth. Demonstrated record of success in building successful teams and managing profitable operations. Strong leader and problem-solver dedicated to streamlining operations to decrease costs and promote organizational efficiency. Uses independent decision-making skills and sound judgment to positively impact company success.
Overview
39
39
years of professional experience
Work History
Owner/CEO
Via Financial Group, LLC
07.2019 - Current
- Managed day-to-day business operations.
- Consulted with customers to assess needs and propose optimal solutions.
- Trained and motivated employees to perform daily business functions.
- Evaluated suppliers to maintain cost controls and improve operations.
- Enhanced operational efficiency and productivity by managing budgets, accounts, and costs.
- Monitored market conditions to set accurate product pricing and take advantage of emerging trends.
- Trained and developed team members to build human capital.
- Used knowledge of market trends to create value-added solutions resulting in significant increase in revenues.
- Managed large budgets, collaborating with other departments to eliminate redundancies.
- Oversaw business budget planning and administration, accounting functions, purchasing, and bi-weekly payroll to handle financial needs.
Insurance Agent
Aflac
09.2003 - Current
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Maintained high standards of customer service by building relationships with clients.
- Cross-sold insurance products to existing clients to reach sales targets.
- Determined client needs and financial situations by listening and scheduling fact-finding appointments.
- Investigated and processed claims swiftly to keep customers satisfied.
- Developed and implemented marketing strategies to boost sales and increase customer base.
Supervisor (B- Shift)
KTI Power Plant
05.1990 - 09.2003
- Trained employees on equipment operation and safety protocols.
- Supervised warehouse operations by managing employees during shifts.
- Oversaw daily operations and shipping and handling processes.
- Managed day-to-day operations of warehouse, freight and parcel shipments, returns, and transfers.
Medic/Corpsman
US Navy
05.1984 - 05.1990
- Rendered emergency medical treatment and administered immunization programs.
- Provided leadership, delegation, and exceptional medical service in high-pressure situations.
- Provided emergency medical care and conducted physical exams and interviews to gain medical history and relevant health data.
- Assisted in medical examinations, treatments and procedures for diverse conditions and patient populations.
- Supported medical staff in providing patient care in high-demand hospital environment.
- Maintained operational organization by ensuring equipment functionality, inventory levels and employee medical training.
Education
Associate of Science - Health Sciences
San Diego State University
San Diego, California06.1986
High School Diploma -
Martinsville High School
Martinsville, Virginia05.1984
Skills
- Results Orientation
- Balanced Work Ethic
- Staff Management
- Executive Leadership
- Strategic Project Planning
- Business Development
- Budget Development
- Build Revenue Streams
- Staff Training
- Industry Expertise
- Client Service
- Employee Motivation and Performance
Accomplishments
- Financial Director for private school system in Mayodan, NC
2022- Present (Board of Directors)
- State Commander for American Veterans, State of VA
2007- 2021
- Judicial Officer, State of VA, American Veterans
2021 - Present
- PTSD Trainer (Governor's Board, VA)
2022 - Present
Timeline
Owner/CEO
Via Financial Group, LLC
07.2019 - Current
Insurance Agent
Aflac
09.2003 - Current
Supervisor (B- Shift)
KTI Power Plant
05.1990 - 09.2003
Medic/Corpsman
US Navy
05.1984 - 05.1990
Associate of Science - Health Sciences
San Diego State University
High School Diploma -
Martinsville High School
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