Sadie Meyer
Minneapolis,MN
Overview
10
10
years of professional experience
1
1
Certification
Work History
Service Center Representative
Western National Insurance
Minneapolis, MN
07.2023 - Current
- Resolved inquiries regarding products, services, billing, and other related concerns.
- Maintained up-to-date knowledge of company products and services to better assist my team, agents, and insureds.
- Answered incoming calls from insureds and agents promptly and professionally.
- Developed relationships with insured and agents to ensure satisfaction with products and services offered.
Personal Lines Account Manager
Hanlon and Associates
Duluth, MN
04.2022 - 03.2023
- Reviewed and verified client cases and insurance coverage information.
- Navigated through challenging client situations to assist them in understanding situations and resolving issues to retain their business and trust.
- Modified, updated, and processed existing and new policies openly with clients and insurance carriers to maintain accuracy.
- Presented insurance options to new and continued clients to assist in closing sales, ensuring they knew and were comfortable coming to me for questions and advice.
Loan Officer
Collins Community Credit Union
Dubuque, IA
02.2021 - 03.2022
- Examined customer loan applications for loan approvals and denials while reviewing and editing loan agreements to enhance clarity and monitor compliance.
- Assisted members with improving their financial health by counseling them on seen improvements.
- Kept open and honest communication to build and keep their trust with me and the company.
- Complied database of loan applications credit histories, financial statements, and other financial information.
Benefits & Marketing Assistant
Cottingham & Butler
Dubuque, Ioa
10.2018 - 11.2020
- Observed strict procedures to maintain data and client confidentiality.
- Active in learning new skills and applying them to daily tasks to improve efficiency and productivity.
- In completing paperwork, became familiar with the other departments to recognize discrepancies and promptly address them for resolutions.
- Actively listened to customers to handle their concerns appropriately and escalated when needed.
- Carried out administrative tasks by communicating with clients, producers, underwriters, and account managers.
Team Leader
Target
Dubuque, IA
11.2014 - 07.2018
- Offered positive and empathetic training and support to keep team members motivated and working toward objectives.
- Assisted with recruitment efforts by interviewing potential candidates and providing input on hiring decisions.
- Collaborated with other departments to ensure alignment of goals across teams and the growth of team members.
- Maintained a positive work environment that promoted collaboration between team members and leaders with open communication.
Education
Associate of Arts - English Literature
Northeast Iowa Community College
Calmar, IASkills
- Account Management
- Insurance Coverage Verification
- Flexibility and Adaptability
- Written and Verbal Communication
- Enthusiastic
- Patient and Empathetic
- Ability to Prioritize
- Multi-tasking
- Collaborative
- Technical understanding
- Customer rapport
Certification
- Property and Causality License: MN, IA, WI, SD, AK
Timeline
Service Center Representative
Western National Insurance
07.2023 - Current
Personal Lines Account Manager
Hanlon and Associates
04.2022 - 03.2023
Loan Officer
Collins Community Credit Union
02.2021 - 03.2022
Benefits & Marketing Assistant
Cottingham & Butler
10.2018 - 11.2020
Team Leader
Target
11.2014 - 07.2018
Associate of Arts - English Literature
Northeast Iowa Community College
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