Sara Bales
Pierre,SD
Summary
I am an organized and dependable employee, successful at managing multiple priorities with a positive attitude. I have a willingness to take on added responsibilities to meet team goals. I am hardworking and passionate, ready to help our team achieve company goals.
My past experience working with health insurance helped me to gain many skills working with a team and also individually. I would meet with businesses and individuals to educate them on their new benefits, as well as work with the human resource departments over the longevity of our partnership. I worked with approximately 80 individual Insurance Agents. I would help them secure quotes and policies for businesses they were working with. I hosted trainings for these insurance agents as well as businesses to keep them up to date on changes and benefits.
Each month I would need to reconcile all of our businesses that we handled in house as well as all of our individual insurance agent's accounts.
Overview
7
7
years of professional experience
Work History
Health Insurance Agent
Fischer Rounds And Assoc.
07.2003 - 11.2005
- Educated clients about health insurance coverage options, benefits and costs.
- Answered inbound calls from existing and future policyholders to answer inquiries and discuss insurance options.
- Responded to customer inquiries regarding health insurance coverage and policies to assist with informed decision-making.
- Performed needs analysis to obtain information required to make appropriate health insurance product recommendations.
- Developed and maintained client databases to track customer service interactions and evaluate service quality.
- Monitored changes in health insurance laws and regulations to verify continuous compliance.
- Developed relationships with providers and networks to achieve favorable client coverage.
- Educated clients on insurance policies and procedures.
- Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
- Met with customers to provide information about available products and policies.
- Analyzed customer needs to provide customized insurance solutions.
- Negotiated contracts and terms of sale with potential customers.
- Conducted annual reviews of existing policies to update information.
- Designed presentations and marketing materials to promote insurance products.
- Identified and solicited sales prospects in agency databases.
Accounts Officer
Wellmark Blue Cross & Blue Shield Of South Dakota
05.1999 - 07.2003
- Addressed problems with accounting, billing, and service delivery to maintain and enhance client satisfaction.
- Built and strengthened long-lasting client relationships based on accurate price quotes and customer-centric terms.
- Facilitated client satisfaction and renewed customer relations to drive growth.
- Monitored and analyzed customer feedback to identify opportunities for improvement.
- Developed and implemented strategies to increase client retention.
- Reviewed and mitigated discrepancies to increase sales, reduce costs and streamline processes.
- Performed effectively in self-directed work environment, managing day-to-day operations and decisions.
- Contributed to team objectives in fast-paced environment.
- Stayed current on company offerings and industry trends.
- Input vendor payments and updated accounts to reflect new balances.
- Updated general ledger of accounts with current, accurate and industry-compliant data to meet all internal and external audit requirements.
- Effectively communicated with clients about payment needs and kept updated, detailed and accurate ledgers.
- Maintained account accuracy by reviewing and reconciling checks monthly.
- Reconciled account information and reported figures in general ledger by comparing to bank account statement each month.
- Entered figures using 10-key calculator to compute data quickly.
Education
High School Diploma -
Lennox High School
Lennox, SD05.1996
Skills
- Consultative Selling Techniques
- Referral Generation
- Strategic Initiatives
- Professional Relationships
- Insurance Recommendation
- Health Insurance Industry Knowledge
- Information Updates
- Consultative Sales Approach
- Customer Care
Timeline
Health Insurance Agent
Fischer Rounds And Assoc.
07.2003 - 11.2005
Accounts Officer
Wellmark Blue Cross & Blue Shield Of South Dakota
05.1999 - 07.2003
High School Diploma -
Lennox High School
Similar Profiles
Holly JamesHolly James
Firearms Instructor-Owner at Radd Rounds LLCFirearms Instructor-Owner at Radd Rounds LLC
Sophia CurtisSophia Curtis
Host at Rounds Golf & LoungeHost at Rounds Golf & Lounge
Jayne SierensJayne Sierens
Senior Business Development Manager at Boondocs Technologies Inc. (The Rounds and QID.io)Senior Business Development Manager at Boondocs Technologies Inc. (The Rounds and QID.io)
Haeden WheelhouseHaeden Wheelhouse
Plumber's Assistant / Rough and Finish Carpenter at Wheelhouse PlumbingPlumber's Assistant / Rough and Finish Carpenter at Wheelhouse Plumbing
Leander AustinLeander Austin
Journey Transportation Technician at South Dakota Department of TransportationJourney Transportation Technician at South Dakota Department of Transportation