Sara Leiter
Fayetteville,NC
Summary
Results-oriented Life Insurance Agent provides tailored solutions suiting individual coverage needs. Demonstrates comprehensive understanding of insurance policies and regulations with informed recommendations for appropriate protection options. Passionate cultivator of loyal customer relationships and organizational service quality.
Overview
8
8
years of professional experience
Work History
Independent Life Insurance Agent
Independent Contractor
02.2025 - Current
- Provided coverage option information to assist clients in protecting assets.
- Conducted annual reviews of existing policies to update information.
- Educated clients on insurance policies and procedures.
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
- Maintained high standards of customer service by building relationships with clients.
- 325 outbound calls daily
EHR Implementation Specialist
Silver Leaf Practice Management LLC
11.2022 - 01.2025
- Contract role ended
- Delivered exceptionally high level of professionalism and support to each client, upholding company's commitment to service.
- Responded to customer inquiries and provided technical assistance over phone and in person.
- Created user accounts and assigned permissions.
- Worked closely with providers giving them the highest level of support, assistance, and professionalism
Medical Office Assistant
Medical Office of Dr. Carey
08.2019 - 10.2022
- Role ended due to permanent relocation
- Gathered forms and copied insurance cards to collect patient information for billing and insurance filing.
- Restocked each medical room with adequate supply of medications and supplies in preparation for patients.
- Directed patients to exam rooms, fielded questions, and prepared for physician examinations.
- Coordinated patient scheduling, check-in, check-out and payments for billing.
- Adhered to strict HIPAA guidelines to protect patient privacy.
- Prepared patient charts by gathering and organizing medical records ahead of appointments.
- Obtained pre-authorization from insurance companies ahead of medical services.
Career Break & Full-time Student
Self
05.2018 - 08.2019
- Full-time caregiver while completing academic coursework.
- Maintained a full-time academic load.
Education
Associate of Arts - Business
Taft College
Taft, CA05-2019
Skills
- Insurance sales strategy
- Streamlining processes
- Strong interpersonal skills
- Underwriter collaboration
- Appointment scheduling
- CRM & Call Management Systems
- Kixie, Close and Hubspot CRM
- Remote & Phone-Based Sales
- Insurance policy sales
Timeline
Independent Life Insurance Agent
Independent Contractor
02.2025 - Current
EHR Implementation Specialist
Silver Leaf Practice Management LLC
11.2022 - 01.2025
Medical Office Assistant
Medical Office of Dr. Carey
08.2019 - 10.2022
Career Break & Full-time Student
Self
05.2018 - 08.2019
Associate of Arts - Business
Taft College