Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Sara Mcmullin

Scappoose,OR

Summary

With a background in business development and a 25-year passion for providing excellent customer service, I am very happy to have made the leap into a new career in the insurance industry. I passed my P&C and Life exam in early 2026 and have had the pleasure of being part of the Farmers Insurance team over the past 6 months. During this time I have gained many valuable skills that I am excited to utilize in a work from home position.

Overview

1
1
Certification
17
17
years of professional experience

Work History

P&C Producer and Marketing

Farmers Insurance
Beaverton , OR
05.2026 - Current
  • Conducted cold calling to reach potential clients and generate leads.
  • Assessed client needs and recommended tailored insurance policies to drive sales success.
  • Utilized CRM software to manage customer interactions and data.
  • Built trust with customers to enhance engagement and support effective interactions.
  • Addressed diverse customer inquiries in multi-line sales to ensure comprehensive support.
  • Outbound and Inbound calls
  • Educating customers
  • Pipeline management
  • Managed multiple screens simultaneously to enhance workflow and productivity.

Customer service

instacart
01.2019 - Current
  • Fulfilled customer requests and orders, ensuring timely delivery of items.
  • Developed strategies to improve customer service standards.
  • Provided customer service assistance when requested.

Customer service

Disney
09.2018 - 01.2019
  • Delivered remote customer service support to assist clients, leveraging computer, self-management, and organizational skills.
  • Reason for leaving: not enough hours
  • Greeted customers and provided friendly customer service.

owner operator

Elevated Coffee
Portland, OR
06.2009 - 07.2018
  • Launched business from scratch, conducting market research, developing business plan, and coordinating space build-out.
  • Managed daily operations through hiring, payroll, scheduling, vendor coordination, inventory control, and customer service while performing barista work, baking, recipe and menu development, and overseeing venue rental and art display management.
  • Transitioned ownership of business in 2017, providing support for one year to ensure a smooth handover.

Education

Associates of Applied Science - Medical Assisting

Western business collage
Portland, Oregon
01-2005

Skills

  • Insurance sales
  • Policy quoting
  • Lead generation
  • Pipeline management
  • CRM software
  • Customer relationship management
  • Product education
  • Cross selling
  • Relationship building

Certification

  • OnlineEd Course- Oregon Property and Casualty Insurance, February 2026
  • State Exam- Oregon Property and Casualty Insurance Producer, PASS 3/02/26
  • OnlineEd Course-Oregon Life Insurance, May 2026
  • State Exam- Oregon Life Insurance Producer, PASS 5/11/2026

Timeline

P&C Producer and Marketing

Farmers Insurance
05.2026 - Current

Customer service

instacart
01.2019 - Current

Customer service

Disney
09.2018 - 01.2019

owner operator

Elevated Coffee
06.2009 - 07.2018

Associates of Applied Science - Medical Assisting

Western business collage
Sara Mcmullin