Sarah Beaver
Bryan,TX
Summary
Dynamic Client Intake Specialist and Account Executive with a proven track record at C.E. Borman & Associates and Insite Media. Excelled in client relations and confidentiality, boosting client acquisition by leveraging professional communication and negotiation skills. Expert in CRM software and Google Ads, adept at transforming client needs into actionable solutions. Focused on team collaboration and adaptability, ensuring reliable performance.
Overview
2
2
years of professional experience
Work History
Client Intake Specialist
C.E. Borman & Associates
03.2023 - Current
- Scheduled and made appointments for four attorneys.
- Met with potential clients and signed them to the firm.
- Utilized advanced CRM software to manage client information, ensuring accuracy and accessibility for all team members.
- Assisted clients in understanding service offerings clearly, helping them make informed decisions regarding available options that best suit their needs.
- Maintained strict confidentiality of sensitive client information, adhering to company policies and legal regulations.
- Actively participated in departmental meetings to share insights on process improvements or emerging trends impacting the role of a Client Intake Specialist.
- Trained new hires on company procedures and best practices for the Receptionist and Client Intake Specialist role, expediting their integration into the team.
- Supported office staff and operational requirements with administrative tasks such as research, summarize phone calls and videos, when needed scanned and closed case files.
- Built physical and online files for clients using Caret.
- Updated attorneys on any/all information from potential clients to just signed clients before passing them off to our Client Liaison.
- Maintained monthly lead tracking information on potential client calls, sign/fund, attorneys met with, case type and load.
- Conducted thorough follow-ups with clients post-intake, ensuring their needs were met and any issues addressed promptly.
Account Executive
Insite Media
06.2022 - 12.2023
- Generated leads from cold-calling prospective clients
- Solicited orders from existing customers through phone calls and emails
- Provided timely follow-up on inquiries made by potential customers
- Developed new business opportunities by attending local events and networking with business professionals, which helped to establish valuable connections and foster business growth.
- Negotiated prices and set up contracts to finalize sales agreements
- Ad design assist
- Google Ads to place digital ads on website
- Collect ads from clients and send to graphics, work with the customer to finalize customer proof approval.
- Maintained Clients on Magazine Manager System.
- Developed and Maintained rack drop off locations
- Hired and trained delivery drivers
- Maintained accurate records of shipments and inventories in accordance with company standards
- Editorial Assistant- Reviewed, Edited, Maintained and Organized the editorial calendar, press releases, promotional campaigns, digital archives, researched topics related to assigned projects or stories.
- Events Director- Organized monthly Launch Parties where our magazine cover would be showcased. Organized start to finish the A-List VIP event for over 600 businesses which included entertainment, dinner and collection and production of a large silent auction.
- Used Metro Publisher to build backend of website and keep events current, Canva to design promotions for social media, and Second Street for mass emailing of promotions.
Education
Associate of Science - Early Childhood Education
LeTourneau University
Tyler, TXSkills
- Professional Communication
- Client Relations
- Client assessment
- Follow-up skills
- Confidentiality
- Administrative background
- Executive calendars
- Contract Preparation
- Multi-tasking
- Negotiation Skills
- Calendar Management
- Records Management
Timeline
Client Intake Specialist
C.E. Borman & Associates
03.2023 - Current
Account Executive
Insite Media
06.2022 - 12.2023
Associate of Science - Early Childhood Education
LeTourneau University
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