Sarah Chelmo

Daily Case Manager Operations: checking email for workload direction, monitor emails, working through directed workload, handling incoming phone calls.

Workload direction tasks: completing application reviews and calling out on the applicant's personal history interview; sending delivery documents; issuing policies; additional tasks such as 90 Day, 180 Day, Reinsurance Expiration, TIA premiums, etc.

Customer Service: completing personal history interview with new applicants, work with Marketing Representatives on questions and troubleshooting, and working with other Case Managers/Underwriters to complete required work or last minute policy changes

Specialty Tasks: successfully completed training on Endorsement Split Dollar, Trust as Beneficiary, and 1035 Exchange send delivery and issuing.

Technology: experience with UnderwritingPro, ApplicationPro, PolicyPro, LifeLink, FDMS, Word and Excel

• Daily Salon Operations: opening the salon, counting the till, welcoming guests, checking in/out guests, answering phone calls, making/cancelling/rescheduling appointments, answering questions, selling/exchanging/returning products.
• Guest Services: work with guests to solve any discrepancies
• Employee Training: train on computer system, help with service training, problem solving
• Inventory: ordering products, inputting products into computer system, removing used products from inventory, monthly recounting of products used to perform services to match computer inventory, working with store representatives/venders for finding products, sales, and questions, ordering other items needed for every day salon operations, working with a budget
• Social Media: weekly postings on Facebook and Instagram. Occasional postings on SnapChat and TikTok. Posts include: advertising current sales, provider's work, informational posts.
• Performing Services: performing services on guests such as: haircuts, hair colors, perming, styling, facial waxing, and proper sanitation and salon cleaning.
• Management: participating in weekly leadership team meetings, co-leading monthly staff meetings, hosting one on one meetings with providers, logging provider level jumping numbers, employee schedule adjustments, involved in interviewing and hiring process, brainstorming ideas for: holiday specials, monthly product sales, new procedures/protocols
• Technology: experience with Microsoft Word and Excel, salon POS systems Booker and Boulevard. Average typing speed - 50 words per minute. Able to navigate a computer or smart phone very well and willing to learn more.