Sarah Foreman
Hanover,PA
Summary
Personal Lines Account Manager with extensive experience in policy management and client communication. Demonstrated ability to enhance coverage options and secure competitive rates. Skilled in risk assessment and client relationship building.
Overview
23
23
years of professional experience
2
2
Certifications
Work History
Personal Lines Account Manager
Gallagher/Assured Partners/Weber Ins
Hanover, PA
05.2020 - Current
- Execute personal lines business processes, secure signed applications, and check new policies for accuracy.
- Conduct client meetings to review coverage and identify potential gaps, enhancing client understanding and protection.
- Remarket and rewrite policies to secure enhanced rates or improved coverage options, providing clients with better value.
- Update insurance policies to reflect current clients' needs and preferences.
- Manage high call volume, addressing requests for quotes, policy changes, billing, and claims, to ensure timely client service.
- Process endorsements while ensuring compliance with industry standards.
- Coordinate client communication regarding inspection requirements, providing necessary documentation to underwriting and claims.
- Utilize the Epic management system, RingCentral, comparative raters, eSignature platforms, various other tools, and multiple carriers' websites for efficient operations.
Licensed Staff
Dave Mumma State Farm
Hanover, PA
07.2005 - 04.2020
- Quoted, wrote, and serviced personal lines, life, health, and bank products to meet client needs.
- Assisted clients in selecting appropriate insurance policies and coverage options.
- Managed customer inquiries through phone, email, and in-person interactions to provide timely assistance.
- Conducted regular policy reviews to enhance customer satisfaction and retention.
Personal Lines CSR
Fischer Insurance Agency
Hanover, PA
01.2003 - 07.2005
- Resolved customer issues with knowledgeable, friendly service to enhance satisfaction.
- Explained coverage options and policy features to ensure customer understanding, and informed decision-making.
Education
Bachelor of Science -
Shippensburg University
Shippensburg, PA05.2000
Skills
- Policy management and risk assessment
- Client communication and coverage analysis
- Time management and attention to detail
- Insurance products and quotes
Certification
PA INS LIC # 305996 (NPN 7935162) in Property & Casualty (11/2003) Life, Accident & Health (10/2005)
References
References available upon request.
Timeline
Personal Lines Account Manager
Gallagher/Assured Partners/Weber Ins
05.2020 - Current
Licensed Staff
Dave Mumma State Farm
07.2005 - 04.2020
Personal Lines CSR
Fischer Insurance Agency
01.2003 - 07.2005
Bachelor of Science -
Shippensburg University