Lee Pridgen
Chesapeake
Summary
Dynamic insurance professional with a proven track record at Virginia Farm Bureau Mutual Insurance, excelling in client retention and upselling strategies. Adept at building strong client relationships and resolving complaints, I consistently exceeded sales targets while maintaining high standards of customer service and compliance. Licensed agent skilled in auto and life insurance solutions.
Overview
29
29
years of professional experience
1
1
Certification
Work History
Insurance Agent
Virginia Farm Bureau Mutual Insurance
01.2010 - Current
- Assisted clients in understanding insurance products and coverage options.
- Provided support in processing applications and claims efficiently.
- Utilized customer relationship management software to track client interactions.
- Conducted research on market trends to inform client recommendations.
- Participated in training sessions to enhance product knowledge and sales techniques.
- Maintained accurate records of client communications and policy changes.
- Adapted quickly to new systems and procedures within the agency environment.
- 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.
- Maintained accurate records of all transactions, ensuring compliance with company policies and regulatory requirements.
- Prepared and reviewed insurance applications to verify compliance with regulations.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- 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.
- Worked closely with other team members to optimize sales strategies and achieve regional goals.
- Participated in ongoing professional development activities, staying current with industry trends and regulatory changes affecting insurance products and services.
- Determined client needs and financial situations by listening and scheduling fact-finding appointments.
- Identified potential risks in client businesses and recommended appropriate insurance coverage.
- Consistently exceeded monthly sales quotas by effectively presenting product offerings to potential customers.
- Mentored junior agents, sharing industry insights and best practices for success in the field.
- Established a solid reputation within the community as a knowledgeable and reliable resource for all things insurancerelated.
- Facilitated smooth transitions between carriers when needed, minimizing disruptions to client coverage and maintaining positive relationships with all parties involved.
- Monitored changes in insurance industry to stay compliant with relevant laws and regulations.
- Fostered team-oriented environment that encouraged collaboration and shared success among agents.
- Improved client retention rates with exceptional service and timely follow-up on policy inquiries and adjustments.
- Customized insurance packages to client needs, enhancing customer satisfaction and loyalty.
- Reduced policy lapses by establishing proactive communication strategy to educate clients on importance of continuous coverage.
- Educated clients on insurance policies and procedures.
- Met with customers to provide information about available products and policies.
- Finalized sales and collected necessary deposits.
- Collected premiums on or before effective date of coverage.
- Conducted annual reviews of existing policies to update information.
- Identified and solicited sales prospects in agency databases.
General Manager
AAMCO Transmissions
01.1998 - 12.2010
- Resolved customer inquiries and complaints, ensuring high satisfaction levels through effective communication.
- Managed order processing and tracking using CRM systems to enhance efficiency and accuracy.
- Trained new representatives on company policies, procedures, and customer service best practices.
- Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
- Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
- Handled escalated calls efficiently, finding satisfactory resolutions for both customers and the company alike.
- Responded to customer requests for products, services, and company information.
- Developed strong product knowledge to provide informed recommendations based on individual customer needs.
- Developed rapport with customers through active listening skills, leading to higher retention rates and positive feedback from clients.
- Maintained detailed records of customer interactions, ensuring proper follow-up and resolution of issues.
- Contributed to sales growth by upselling products and services based on individual customer requirements.
- Exceeded performance metrics consistently, earning recognition as a top performer within the team.
- Improved resolution time with effective problem-solving for customer complaints.
- Exhibited high energy and professionalism when dealing with clients and staff.
- Delivered prompt service to prioritize customer needs.
- Met customer call guidelines for service levels, handle time and productivity.
- Provided excellent customer care by responding to requests, assisting with product selection and handling ordering functions.
- Educated customers about billing, payment processing and support policies and procedures.
- Calculated correct order totals, updated accounts, and maintained detailed records for inventory management.
- Monitored cash drawers in multiple checkout stations and maintained adequate cash supply.
- Maintained clean and orderly checkout areas by mopping floors, emptying trash cans and wiping down surfaces.
Outside Sales Representative
USBA
06.1996 - 01.1998
- Established new accounts through cold calling and personal visits to potential customers.
- Participated in weekly sales meetings to discuss performance metrics, strategize on improvements, and share best practices among colleagues.
- Contacted new and existing customers to discuss ways to meet needs through specific products and services.
- Served customers with knowledgeable, friendly support at every stage of shopping and purchasing.
Education
No Degree - Business Management
Chowan University
Murfreesboro, NC05-1996
Skills
- Customer service
- Licensed insurance agent
- Professionalism and ethics
- Quotes and sales
- Customer follow-up
- Client relations
- Auto insurance
- Client retention
- Account management
- New client acquisition
- Life insurance
- Upselling
- Policy renewals
- Client account management
- Property insurance
- Insurance sales strategy
- Customer referrals
- Customer engagement
- Customer complaint resolution
Accomplishments
Multi time New agent of the month for the District and State
Multi time Agent of the month for the District and State
Consistently win sales incentive trips and bonuses
Certification
Licensed in Property and Casualty
Licensed in Life and Health Insurance
Timeline
Insurance Agent
Virginia Farm Bureau Mutual Insurance
01.2010 - Current
General Manager
AAMCO Transmissions
01.1998 - 12.2010
Outside Sales Representative
USBA
06.1996 - 01.1998
No Degree - Business Management
Chowan University