Sandi Brewer

• Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
• Built strong relationships with clients through consistent communication and excellent customer service.
• Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
• Collaborated with underwriters to assess risk and determine appropriate coverage options for clients.
• Resolved complex claims issues, advocating on behalf of clients to ensure fair settlements.
• Developed comprehensive knowledge of various insurance products, enabling effective recommendations for clients unique situations.
• Conducted thorough policy reviews with existing clients, identifying gaps in coverage and offering additional protection options when necessary.
• Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
• Participated in ongoing professional development activities, staying current with industry trends and regulatory changes affecting insurance products and services.
• Established a solid reputation within the community as a knowledgeable and reliable resource for all things insurance related.
• Facilitated smooth transitions between carriers when needed, minimizing disruptions to client coverage and maintaining positive relationships with all parties involved.
• 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.
• Responded to customer calls swiftly to resolve issues and answer questions.
• Determined client needs and financial situations by listening and scheduling fact-finding appointments.
• Obtained underwriting approval by completing application for coverage.
• Negotiated with insurance underwriters to obtain better coverage and improved rates for clients.
• Identified potential risks in client businesses and recommended appropriate insurance coverage.
• Educated clients on insurance policies and procedures.
• Analyzed customer needs to provide customized insurance solutions.
• Met with customers to provide information about available products and policies.
• Finalized sales and collected necessary deposits.
• Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
• Conducted annual reviews of existing policies to update information.
• Collected premiums on or before effective date of coverage.
• Managed approximately 30 to 40 incoming calls and emails per day from customers and insurance carriers.

Performed all necessary office duties to maintain daily operations including:

• Weekly Payroll for 25 plus employees.
• Prepare and submit weekly payroll taxes and monthly gross receipt taxes.
• Completed and paid quarterly reports.
• Responsible for all Accounts Payable and Accounts Receivable, bank reconciliation, invoicing using Quickbooks Pro, Online invoice using ADP, Cortex, and Oildex systems.
• Applied for and maintained all necessary permits for company commercial vehicle fleet per NM DOT Standards and US Department of Transportation including but not limited to; Hazardous Material certificate of Registration, New Mexico Public Regulations Commission Warrant, Weight Distance Permit, Form 2290, MC Permit, International Fuel Tax Agreement (IFTA Permit), United Carrier Registration, Texas Cab Card, Motor Carrier Certificate of Registration for the state of Texas, and IRP Apportioned Registration CAB Card (yearly for fleet).
• Administrator of the employee health insurance with BCBS and manager for employees IRA/SRA accounts.
• Maintained company insurance policy, Commercial Auto, General Liability, Commercial Property, Inland Marine, Workers Compensation, and Umbrella. Completed annual audit for General Liability and Workers Compensation policies.
• Maintained employee files, truck files, and Commercial Vehicle Maintenance records as required by NM DOT.
• Maintained environmental records for the company as required by New Mexico Environmental Department and OSHA.