Summary
Overview
Work History
Education
Skills
Certification
Timeline
Assessments
Sarah Daniels

Sarah Daniels

Overland Park,KS

Summary

I grew up on Oahu in Hawaii.

Moved to Denver,CO. and went to school.

Moved to KC,KS in 2011 and haven't looked back.

Overview

13
13
years of professional experience
1
1
Certificate

Work History

Senior Account Manager Private Client

Virtus Investment Partners
Overland Park, KS
11.2020 - Current
  • Servicing Private Client- high net worth P&C policies, Sales and cross-selling casualty policies
  • Landlord multi units, Trusts, LLC ,COC, Builders risk,Surplus, GL, BOP and BAP's
  • Changes, endorsements, remarkets, and retention
  • Rewrites, quoting new business,remarketing business
  • Building and maintaining long standing relationships
  • Training and support for team members
  • Claims support
  • Experience in AMS 360 ,CRM, Applied Epic Software, Microsoft 365.

Account and Claims Manager

Bovard Insurance group
Mission, KS
02.2018 - 11.2020
  • Writing, servicing and quoting personal line policies
  • Processing policy changes, customer retention,commercial renewals and policy checking
  • Processing claims and follow-up.

Licensed Auto and Home Service Admin

SelectQuote Auto & Home
Leawood, KS
01.2016 - 02.2018
  • Policy Changes, Obtaining Signed applications and documents, customer service, policy changes,Scanning/Filing of account Documents, Handling Mortgagee/Lienholder Requests, Assigning Daily Tasks to sales agents, and service representatives, Data Entry, Sorting Mail, Disbursing Premium Checks to Carriers
  • Writing personal lines policies and claims.

Account Management/Accounts Receievables

Kraft Tool Company
Shawnee, KS
02.2014 - 03.2016
  • Managing Commercial accounts
  • Accounts receivable
  • Customer Service and relations
  • Data Entry,
  • Submitting and ensuring accuracy for Commercial account Orders.
  • Invoicing
  • Logistics

Operations Account Manager

Multiservice
Overland Park, KS
01.2011 - 02.2014
  • Customer Service, Data Entry, Switchboard Operator, Billing Specialist, Accounts Receivable, Sales, Problem Solving, Filing Invoices
  • Money transfers

Education

Bachelor's degree - Business Management

University of Colorado Denver
01.2001

Skills

  • Account Management
  • Data Entry
  • Accounts Receivable
  • Administrative Assistant
  • Customer care
  • Insurance sales and management
  • Office Management
  • Personal Assistant Experience
  • Microsoft Outlook, 365
  • CRM Software
  • Underwriting
  • Salesforce
  • Research
  • Business Development
  • Financial services
  • Sales
  • Upselling and cross-selling
  • Microsoft Excel
  • Microsoft Office
  • QuickBooks
  • AMS 360
  • Applied Epic
  • Customer relationship management
  • Relationship Management
  • Office management
  • Insurance sales
  • Business development
  • Typing
  • Negotiation

Certification

  • Property & Casualty License, 02/01/16, 02/01/26
  • Personal Lines License
  • Driver's License

Timeline

Senior Account Manager Private Client - Virtus Investment Partners
11.2020 - Current
Account and Claims Manager - Bovard Insurance group
02.2018 - 11.2020
Licensed Auto and Home Service Admin - SelectQuote Auto & Home
01.2016 - 02.2018
Account Management/Accounts Receievables - Kraft Tool Company
02.2014 - 03.2016
Operations Account Manager - Multiservice
01.2011 - 02.2014
University of Colorado Denver - Bachelor's degree, Business Management

Assessments

  • Written communication, 12/2023
  • Best practices for writing, including grammar, style, clarity, and brevity 12/23
  • Customer focus & orientation, 12/23,
  • Responding to customer situations with sensitivity 12/23
  • Sales skills, , Influencing and negotiating with customer 12/23

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Sarah Daniels