Professional Summary
Overview
Work History
Education
Skills
Certification
Core Competencies
Professional Strengths
Timeline

Angela Sarazin

CXIS
McCallsburg
1
Certification
10
years of professional experience

Accomplished Commercial Lines Insurance Professional with extensive experience managing commercial accounts, building lasting client relationships, and delivering customized insurance solutions that protect business assets and minimize risk. Proven ability to assess exposures, coordinate with underwriting teams, negotiate coverage options, and provide exceptional account service throughout the policy lifecycle. Recognized for increasing customer satisfaction, driving client retention, and identifying opportunities to strengthen account portfolios. Adept at balancing client advocacy with carrier guidelines while maintaining compliance with industry regulations. A collaborative, results-oriented professional committed to delivering outstanding service and long-term client success.

Sales professional with solid track record in driving revenue growth and enhancing customer satisfaction. Adept at building strong client relationships, leveraging product knowledge, and implementing effective sales strategies. Strong focus on teamwork and adaptability ensures consistent achievement of goals in dynamic environments. Skilled in communication, problem-solving, and time management.

Work History

Commercial Customer Service Representative

4 Years
CXIS | 08.2022 - Current
  • Deliver exceptional service to commercial insurance clients while managing policy servicing, account inquiries, and complex coverage requests.
  • Improved customer satisfaction by approximately 15% month over month through proactive communication and timely issue resolution.
  • Maintained a 98.3% monthly customer satisfaction rating by providing accurate policy support and responsive client service.
  • Assisted clients with policy changes, endorsements, coverage questions, billing inquiries, and account maintenance.
  • Partnered with underwriting and internal departments to resolve policy issues efficiently and ensure compliance with carrier guidelines.
  • Trained and mentored new team members through reverse shadowing and software instruction, promoting consistent service standards.
  • Contributed to workflow improvements that increased operational efficiency and enhanced the client experience.

Commercial & Personal Lines Sales Associate

5 Years 8 Months
Farm Bureau Financial Services | 12.2016 - 08.2022
  • Managed commercial and personal lines accounts by identifying client exposures and recommending comprehensive insurance solutions tailored to business and personal needs.
  • Generated new commercial business through prospecting, networking, referrals, and community engagement.
  • Conducted policy reviews to ensure clients maintained appropriate coverage as business operations and exposures evolved.
  • Collaborated with underwriters to develop customized insurance programs while adhering to underwriting guidelines.
  • Educated clients on policy coverages, endorsements, exclusions, and risk management strategies to support informed decisions.
  • Processed policy changes, renewals, billing transactions, and payment inquiries while delivering exceptional customer service.
  • Developed long-term client relationships that contributed to strong customer retention and referral business.
  • Identified cross-selling opportunities and additional coverage needs to strengthen client protection and agency growth.
  • Maintained current knowledge of commercial insurance products, industry trends, and regulatory requirements.

Education

High School Diploma

Center Point-Urbana High School | Center Point, IA | 06.1998

Skills

Agency Management Systems
CRM Software
Microsoft Office Suite
Insurance Policy Administration Systems
Data Analysis & Reporting

Certification

Property & Casualty Insurance License

Core Competencies

  • Commercial Lines Account Management
  • Commercial Property & Casualty Insurance
  • Risk Assessment & Coverage Analysis
  • Policy Reviews & Renewals
  • Client Relationship Management
  • Commercial Customer Service
  • New Business Development
  • Account Retention & Growth
  • Underwriting Collaboration
  • Coverage Recommendations
  • Certificate Processing
  • Endorsements & Policy Servicing
  • Regulatory Compliance
  • Claims Support
  • Billing & Premium Management
  • Cross-Functional Collaboration
  • Process Improvement
  • CRM & Agency Management Systems

Professional Strengths

  • Expertise in Commercial Property & Casualty Insurance
  • Strong client relationship and account management skills
  • Thorough understanding of commercial insurance coverages and policy servicing
  • Excellent communication and problem-solving abilities
  • Detail-oriented with exceptional organizational skills
  • Ability to prioritize multiple accounts in a fast-paced environment
  • Collaborative team member with a client-first mindset
  • Committed to delivering responsive, accurate, and professional service

Timeline

Commercial Customer Service Representative

CXIS
08.2022 - CurrentRead More

Commercial & Personal Lines Sales Associate

Farm Bureau Financial Services
12.2016 - 08.2022Read More

Center Point-Urbana High School

High School Diploma
Read More
Angela Sarazin