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
Similar Profiles
James CummingsJames Cummings
Case Design Specialist/Vice President of Marketing at Gradient Insurance BrokerageCase Design Specialist/Vice President of Marketing at Gradient Insurance Brokerage
Ryan OsborneRyan Osborne
Property and Casualty Manager at Key Life Principle BrokerageProperty and Casualty Manager at Key Life Principle Brokerage
Tammy St.cyr HerrickTammy St.cyr Herrick
Case Manager at Supreme Life BrokerageCase Manager at Supreme Life Brokerage
Jerzy JorgensonJerzy Jorgenson
Low Voltage Installer at Life Safety Systems Inc.Low Voltage Installer at Life Safety Systems Inc.
Alexis FeitAlexis Feit
Accounting Assistant at AM Financial SolutionsAccounting Assistant at AM Financial Solutions