Sarah Butcher
MAGNOLIA
Summary
Dynamic Health and Life Insurance Agent from Symmetry Financial, adept in insurance policy sales and building client relationships. Excelled in client retention and policy customization, achieving increased sales conversions. Leveraged insurance product expertise and exceptional client service to educate and secure clients' financial futures. Proven track record in leading professional development and refining client account management.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Health and Life Insurance Agent
Symmetry Financial
07.2024 - Current
- Participated in professional development opportunities such as training sessions and conferences to stay informed on best practices within the life insurance industry.
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
- Crafted clear, informative reports to explain life insurance policy features and benefits.
- Developed comprehensive financial plans for clients, ensuring proper coverage and security for their families.
- Leveraged industry knowledge to educate potential clients on the importance of life insurance, resulting in increased policy awareness and sales conversions.
- Retained existing clientele through regular follow-ups, policy reviews, and timely adjustments based on changing circumstances or needs.
- Analyzed customers' financial situations to recommend appropriate life insurance policies.
- Streamlined the application process for clients, resulting in faster policy approvals and improved customer satisfaction.
- Provided exceptional customer service by addressing concerns promptly and maintaining open lines of communication.
- Conducted thorough risk assessments on potential clients, accurately determining appropriate policy rates and terms.
- Provided coverage option information to assist clients in protecting assets.
- Maintained up-to-date knowledge of industry regulations, trends, and products to best serve client needs.
- Collaborated with underwriters to expedite approval processes, minimizing wait times for clients seeking coverage.
Travel Agent
My Mickey Vacation
08.2023 - Current
- Arranged travel accommodations for groups, couples, executives, and special needs clients.
- Designed personalized vacation experiences based on thorough understanding of each client''s interests, budget constraints, and desired outcomes.
- Increased client satisfaction by creating customized travel itineraries tailored to individual preferences and needs.
- Provided exceptional customer service by promptly addressing concerns and resolving issues, leading to positive reviews and recommendations from satisfied clients.
- Followed up with customers to increase customer service with travel plans.
- Managed complex itinerary changes due to unforeseen circumstances without sacrificing customer satisfaction or incurring unnecessary expenses.
- Created compelling marketing materials that showcased available travel packages and promotions, generating increased interest from potential clients.
- Updated and maintained customer databases to increase customer retention.
- Assisted clients in obtaining necessary visas or other documentation required for international travel, navigating complex regulations efficiently to avoid delays.
- Organized memorable and exquisite travel itineraries and vacations for high-level clients, celebrities, politicians, and business executives.
- Streamlined booking processes, reducing errors and improving efficiency.
Office Assistant
Butchers Construction Company
02.2015 - 06.2024
- Maintained confidentiality in handling sensitive information while performing administrative tasks.
- Enhanced office efficiency by managing schedules, organizing files, and maintaining a clean workspace.
- Facilitated smooth operations by efficiently handling incoming mail, phone calls, and visitor inquiries.
- Expedited document processing with accurate data entry and timely filing.
- Prepared and edited documents to produce precise, accurate and professional communication.
- Contributed to significant reduction in operational costs by negotiating better rates with office supply vendors.
Education
Associate of Applied Science - Paralegal Studies
Lone Star Community College
Houston, Texas06-2008
Skills
- Insurance policy sales
- Building relationships
- Client service
- Client account management
- Insurance product expertise
- Lead prospecting
- Client retention
- Referral generation
- Continuing education
- Referral management
- Policy customization
- Client relationship management
- Health insurance sales
Certification
- NPN: 21315906
Timeline
Health and Life Insurance Agent
Symmetry Financial
07.2024 - Current
Travel Agent
My Mickey Vacation
08.2023 - Current
Office Assistant
Butchers Construction Company
02.2015 - 06.2024
- NPN: 21315906
Associate of Applied Science - Paralegal Studies
Lone Star Community College
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