Stephanie Pruitt

• Enhanced client satisfaction by providing personalized insurance solutions and excellent customer service.
• Developed and maintained professional relationships with other industry professionals, such as financial advisors and real estate agents, to provide a well-rounded approach to client service.
• Managed a diverse portfolio of accounts, consistently meeting or exceeding sales targets while maintaining high levels of customer satisfaction.
• Provided ongoing support to existing clients, addressing their concerns and resolving any issues promptly and professionally.
• Conducted annual reviews of existing policies with clients, identifying opportunities for adjustments or additional coverage based on changing circumstances.

• Assisted clients in selecting appropriate loan products for their needs, resulting in higher customer satisfaction.
• Maintained strict confidentiality of bank records and client information.
• Submitted loan applications to underwriter for verification and recommendations.
• Delivered exceptional customer service by promptly addressing client concerns and resolving issues as they arose during the lending process.

Sold salary benchmarking data to C level executives of IT companies based on industry surveys and standards.

Built territory and consistently met expected targets. Last quarter there added 50 new accounts.