Sara Stang
Big Lake,MN
Overview
7
7
years of professional experience
Work History
Operations Manager
Gradient Life Brokerage
02.2018 - Current
- Advanced Market Specialist that works on high net worth cases.
- Streamlined premium finance operations.
- Over 20 years of life insurance case management Specializing in premium finance, business, etc
- Start to finish ownership of cases that have a target premium of over $30,000 in target
- Expertise and assistance in advanced markets concepts
- Field underwriting
- Case design
- Escalations
- Managed Department of 7 Life New Business Case Managers
- Process all new business applications from start to finish
- Train case managers on carrier processes as well as LNB processes and all updates that come in weekly
- Do one on one training sessions with case managers weekly.
- Daily management of supporting staff
- Fosters lasting relationships with my producers due to my accountability, professionalism, and expertise in the industry
- Maintain internal operations that provide an efficient flow of daily activities
- Establish strong relationships with producers by resolving needs/issues/ concerns and providing timely resolutions
- Established and cultivated relationships with key contacts at various carriers
Skills
- Problem-solving
- Team leadership
- Operations management
- Customer service
- Operations monitoring
- Operational efficiency
- Decision-making
- Employee relations and conflict resolution
- Planning and implementation
- Staff training
- Staff management
- Management
- Project management
- Operations oversight
- Policies and procedures implementation
- Employee motivation
- Customer relationship management
- MS office
Timeline
Operations Manager
Gradient Life Brokerage
02.2018 - Current