Katherine Pruitt
Dry Prong
Summary
Knowledgeable insurance agent with comprehensive background in insurance sales and client relationship management. Proven success in developing tailored insurance solutions and efficiently handling policy administration. Demonstrated skills in risk assessment and customer service excellence, while building a solid referral base.
Overview
16
16
years of professional experience
Work History
Agency Representative/Office Manger
Ray Schrock Insurance Agency LLC
11.2015 - 05.2025
- Built strong relationships with clients through consistent communication and excellent customer service.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
- Maintained high standards of customer service by building relationships with clients.
- Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
- Cross-sold insurance products to existing clients to reach sales targets.
- Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
- Expanded client base by actively prospecting for new business opportunities and generating referrals.
- Provided prompt responses to inquiries from both prospective and existing clients, demonstrating a commitment to exceptional service.
- Assisted clients in navigating the often complex claims process, ensuring they received fair and timely resolutions.
- Consistently exceeded monthly sales quotas by effectively presenting product offerings to potential customers.
- Developed referral program that increased client base through satisfied customer recommendations.
Insurance Sales Agent
Direct Insurance Companies
09.2013 - 11.2015
- Educated clients on insurance products, enabling them to make informed decisions regarding their coverage needs.
- Developed strong relationships with clients through consistent communication and exceptional customer service.
- Contributed to agency success by consistently meeting or exceeding monthly sales targets.
- Developed sales strategies to increase sales of insurance policies.
- Followed up promptly with interested clients to close sales.
- Sold auto, home, life, and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
- Collected premiums on or before effective date of coverage.
- Calculated premiums and established payment methods for sales.
- Finalized sales and collected necessary deposits.
- Developed and implemented promotional strategies to increase customer base.
Insurance Agent
Glenn Dean Insurance
09.2009 - 05.2011
- Maintained accurate records of all transactions, ensuring compliance with company policies and regulatory requirements.
- Established a solid reputation within the community as a knowledgeable and reliable resource for all things insurance related.
- Streamlined administrative tasks, improving overall office efficiency and productivity.
- Increased market share by identifying and targeting underserved demographics with tailored insurance products.
- Met with customers to provide information about available products and policies.
- Calculated premiums and established payment methods for sales.
- Finalized sales and collected necessary deposits.
- Developed and implemented promotional strategies to increase customer base.
Education
Glenmora High School
Glenmora, LASkills
- Goal-oriented mindset
- Relationship building
- Operations management
- Sales growth
- Staff development
- Multiline accounts
- Problem-solving
- Time management
- Attention to detail
- Excellent communication
- Effective communication
- Self motivation
- Customer relationship management
- Professionalism
- Sales strategies
Timeline
Agency Representative/Office Manger
Ray Schrock Insurance Agency LLC
11.2015 - 05.2025
Insurance Sales Agent
Direct Insurance Companies
09.2013 - 11.2015
Insurance Agent
Glenn Dean Insurance
09.2009 - 05.2011
Glenmora High School
Similar Profiles
Brandon KingBrandon King
Insurance Sales and Marketing Specialist at Ray Morris Agency LLCInsurance Sales and Marketing Specialist at Ray Morris Agency LLC
Howard PlotnickHoward Plotnick
Sales Manager at McDyer Insurance Agency, LLC (Allstate Insurance)Sales Manager at McDyer Insurance Agency, LLC (Allstate Insurance)
Crystin DomschCrystin Domsch
Licensed Insurance Agent CSR at Brent Wood Agency, LLC-Shelter InsuranceLicensed Insurance Agent CSR at Brent Wood Agency, LLC-Shelter Insurance
Patsy HollowayPatsy Holloway
Secretary at Families Helping Families at the CrossroadsSecretary at Families Helping Families at the Crossroads
Brody PaulBrody Paul
Maintenance at Town Of PollockMaintenance at Town Of Pollock