Sara Jaszka
Lancaster,New York
Summary
Organized and dependable candidate seeking to maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving. Successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Detail-oriented team player with strong organizational skills.
Overview
22
22
years of professional experience
1
1
Certification
Work History
Commercial Lines Account Manager
SDN Insurance Agency
03.2023 - Current
- Department Manager, Small Business & Administrative employees
- Met with customers to provide information about available products and policies.
- Streamlined policy renewals for timely processing, ensuring continuous coverage for clients.
- Conducted comprehensive policy reviews to identify gaps in coverage and recommend appropriate adjustments.
- Conducted annual reviews of existing policies to update information.
- Worked well in team setting, providing support and guidance.
- Managed approximately 30 incoming calls, emails and faxes per day from customers
Commercial Lines Account Manager
Vanner Insurance / Assured Partners
06.2021 - 03.2023
- Met with customers to provide information about available products and policies.
- Streamlined policy renewals for timely processing, ensuring continuous coverage for clients.
- Conducted comprehensive policy reviews to identify gaps in coverage and recommend appropriate adjustments.
- Conducted annual reviews of existing policies to update information.
- Worked well in team setting, providing support and guidance.
- Managed approximately 30 incoming calls, emails and faxes per day from customers
SPECIALTY LINES ACCOUNT MANAGER / MARKETER
Lawley
12.2001 - 06.2021
- Cross-sold insurance products to existing clients to reach sales targets.
- Educated clients on importance of adequate insurance coverage, fostering trust and loyalty among existing client base.
- Conducted thorough policy reviews with existing clients, identifying gaps in coverage and offering additional protection options when necessary.
- Conducted annual reviews of existing policies to update information.
- Utilized CRM software to manage client relationships.
- Facilitated smooth transitions between carriers when needed, minimizing disruptions to client coverage and maintaining positive relationships with all parties involved.
- Maintained high standards of customer service by building relationships with clients.
- Managed approximately 20+ incoming calls, emails and faxes per day from customers
SPECIALTY LINES ACCOUNT TECHNICIAN
Lawley
- Provide support to internal Specialty Lines team of 7 by obtaining, maintaining, and servicing accounts.
- Prepare policies and products for delivery to insured including summaries of coverage.
- Maintain effective working relationships with current and prospective clients, producers, company and agency associates.
- Identify cross sell and up sell opportunities.
- Support all company initiatives as requested.
- Cultivated and Maintained over 25 carrier relationships.
SELECT ACCOUNT TECHNICIAN
Lawley
- Provide support to All Commercial Lines teams by obtaining, maintaining, and servicing accounts
- Check all renewal, endorsements and cancellation documents for accuracy and secure corrections
- Process binders, bills, and finance agreements received from carriers and customers
- Refer gaps in coverage and other account deficiencies to Account Manager
- Resolve coverage/pricing discrepancies with insurance company.
- Cultivated and Maintained carrier relationships.
SENIOR ACCOUNT ASSOCIATE - COMMERCIAL LINES
Lawley
- Support Commercial Lines team with clerical and administrative duties to all service and sales teams
- Lead organizer for complex projects and duties
- Data input utilizing Microsoft Word, Excel, Outlook, Adobe and EPIC (insurance specific software)
- Support Upper Management with clerical duties and projects
- Preparation of confidential daily, weekly, and monthly reports.
ACCOUNT ASSOCIATE - PERSONAL & COMMERCIAL LINES
Lawley
- Support Personal & Commercial Lines team with clerical and administrative duties to all service and sales teams
- Provide administrative support, including electronic mail, documents, spreadsheets and presentations
- Data input utilizing Microsoft Word, Excel, Outlook, Adobe and EPIC (insurance specific software)
- Preparing policies and insurance products for delivery
- Preparation of daily, weekly, and monthly reports.
Education
Associate Degree -
Bryant And Stratton College
Getzville, NYSkills
- Strong knowledge of Applied EPIC and TAM operating systems
- Proficient in Microsoft word, Excel, and Power point
- Precise communication skills
- Able to work in fast paced environment
- Able to work independently or in team setting
References
Available Upon Request
Certification
- New York State Property & Casualty Brokers License
Timeline
Commercial Lines Account Manager
SDN Insurance Agency
03.2023 - Current
Commercial Lines Account Manager
Vanner Insurance / Assured Partners
06.2021 - 03.2023
SPECIALTY LINES ACCOUNT MANAGER / MARKETER
Lawley
12.2001 - 06.2021
SPECIALTY LINES ACCOUNT TECHNICIAN
Lawley
SELECT ACCOUNT TECHNICIAN
Lawley
SENIOR ACCOUNT ASSOCIATE - COMMERCIAL LINES
Lawley
ACCOUNT ASSOCIATE - PERSONAL & COMMERCIAL LINES
Lawley
Associate Degree -
Bryant And Stratton College