Sarah Ehli

Directed daily office operations to optimize workflow efficiency.

Managed office budgets, monitored expenses, and generated financial reports.

Directed management of office facilities and equipment, ensuring optimal functionality.

• Upsold products to policyholders and potential new clients.
• Pursued continued professional development through insurance workshops, course and webinars.
• Provided leadership and training for new agents regarding industry best practices and company policies.
• Analyzed customer needs and provided best options, upselling products and services.
• Received underwriting approvals after accurately completing applications for insurance coverage.
• Conducted meetings or phone calls with potential clients to present insurance policies and answer questions.
• Reduced financial discrepancies, resolving billing issues while processing service applications and cancellations.
• Maintained pleasant and cordial attitude, remaining calm when issues arose.

• Offered ongoing support to customers after sales by answering additional questions and resolving issues.
• Kept thorough records of customer details and previous sales.
• Received and processed client payments and updated accounts.
• Received underwriting approvals after accurately completing applications for insurance coverage.
• Maintained pleasant and cordial attitude, remaining calm when issues arose.
• Educated and counseled clients about insurance coverage differences and results of decisions to persuasively sell maximum coverage within budget.
• Pursued continued professional development through insurance workshops, course and webinars.
• Fielded inbound calls from customers inquiring about alternative insurance options to generate sales opportunities.
• Rewrote and reinstated insurance policies, following underwriting and business rules.
• Reduced financial discrepancies, resolving billing issues while processing service applications and cancellations.