Sarah Bunn
Wilson,NC
Summary
Dedicated Customer Service Specialist providing skills to prioritize and multi-task in fast-paced working environment. Successfully works as part of team to reach personal and business goals. Excellent planning and problem solving abilities offering several years of experience and a willingness to take on any challenge. Organized, driven and adaptable professional seeking to expand my career and grow professionally.
Overview
4
4
years of professional experience
Work History
Insurance Associate Agent
NC Farm Bureau Mutual Insurance
Goldsboro, NC
02.2023 - Current
- Assisted new policyholders with processing claims.
- Handled billing related activities focused on medical specialties.
- Transcribed data to worksheets and entered data into computer to prepare documents and adjust accounts.
- Maintained accurate records of customer information, policies, and payments.
- Modified and updated existing policies and claims to reflect change in beneficiary, amount of coverage or type of insurance.
- Participated in meetings with clients, brokers, consultants, and other stakeholders regarding insurance matters.
- Maintained current knowledge of industry regulations, trends, and developments related to insurance products and services.
- Conducted reviews of existing policies to ensure they meet customer requirements.
- Assisted customers with their insurance coverage needs, including providing quotes and answering questions.
- Organized all incoming paperwork into appropriate files according to policy number or client name.
- Provided administrative support such as filing documents electronically or physically.
- Compiled data from various sources into organized reports for review by management team.
- Answered phone calls and emails to provide information, resulting in effective business correspondence.
- Managed database systems containing customer contact information.
- Provided administrative support to the executive team, including scheduling meetings and managing calendars.
Bookkeeper & Marketing Manager
Lola-Grace Designs
Wilson, NC
02.2022 - Current
- Implemented program to create daily spreadsheets and streamline financial reporting.
- Maintained accounts payable and receivable, ensuring timely billing and payment processing.
- Ensured accuracy in all accounting entries and records.
- Developed social media marketing strategies to help brand company and increase sales.
- Managed social media accounts and campaigns.
- Analyzed market trends to identify potential opportunities for growth.
Business Development Representative
North State Consulting
Wilson, NC
08.2022 - 12.2022
- Identified key decision makers within target companies and initiated contact with them.
- Facilitated communication between internal teams and external stakeholders to ensure alignment on business development initiatives.
- Coordinated with product development teams to inform them of market needs and potential product improvements.
- Identified business prospects through cold calling, networking, marketing and database leads.
- Built strong relationships with existing customers through ongoing communication.
- Set up potential client contacts, cultivated relationships, and followed through on service needs.
- Addressed customer questions and concerns regarding products and services.
- Conducted outreach activities, such as cold calling, emailing and attending networking events.
- Collaborated with sales team members to develop strategies for targeting new prospects.
- Identified customer needs by asking questions and advising on best solutions.
- Maintained up-to-date records of customer interactions and communications.
Insurance Account Representative
Carrie Baker State Farm
Wilson, NC
07.2020 - 02.2022
- Strategized long-term business objectives by assessing customer feedback for direction on process improvements.
- Used mailings and phone solicitation and made presentations to groups at company-sponsored gatherings to gain new clientele.
- Calculated premiums and established payment methods, receiving customer payments and issuing receipts.
- Developed appropriate quotes based on risk information.
- Developed strategies to cross-sell additional products to existing clients.
- Counseled prospects and policyholders on coverage, limits and regulations.
- Assisted customers with various insurance policy inquiries and requests.
- Scheduled meetings with prospective clients to discuss available products and services.
- Educated customers on the importance of maintaining adequate insurance coverage.
- Responded to customer inquiries and problems to promote great service.
Education
High School Diploma -
James B Hunt High School
Wilson, NC06-2019
Skills
- Problem-solving abilities
- Critical thinking
- Multi-tasking
- Team building
- Problem-solving aptitude
- Documentation skills
- Data transcription
- Appointment scheduling
- Communication skills
- Computer proficiency
Timeline
Insurance Associate Agent
NC Farm Bureau Mutual Insurance
02.2023 - Current
Business Development Representative
North State Consulting
08.2022 - 12.2022
Bookkeeper & Marketing Manager
Lola-Grace Designs
02.2022 - Current
Insurance Account Representative
Carrie Baker State Farm
07.2020 - 02.2022
High School Diploma -
James B Hunt High School