Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Languages
Timeline
Generic

Sarah Jenna

lakeland,FL

Summary

Dynamic insurance professional with a proven track record at Holbrook Insurance, excelling in client retention and operational efficiency. Skilled in negotiation and relationship building, I successfully implemented process improvements that enhanced service delivery and increased customer satisfaction. Committed to delivering tailored insurance solutions that meet diverse client needs while ensuring regulatory compliance.

Overview

23
23
years of professional experience
1
1
Certification

Work History

Insurance Agent

Barfield Insurance
07.2025 - Current
  • Built strong relationships with clients through consistent communication and excellent customer service.
  • Responded to customer calls swiftly to resolve issues and answer questions.
  • Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
  • Maintained high standards of customer service by building relationships with clients.
  • Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
  • Cross-sold insurance products to existing clients to reach sales targets.
  • Maintained accurate records of all transactions, ensuring compliance with company policies and regulatory requirements.
  • Prepared and reviewed insurance applications to verify compliance with regulations.
  • Built relationships with clients using active listening and issue resolution to provide excellent service.
  • Offered detailed information about products and binding coverage.
  • Collaborated with underwriters to negotiate favorable policy terms and pricing for clients, ensuring comprehensive coverage at competitive rates.

Insurance Manager

Holbrook Insurance
11.2012 - 05.2025
  • Spearheaded projects aimed at improving operational efficiency across various functional areas within the organization.
  • Collaborated with cross-functional teams to develop new insurance products tailored to specific target markets.
  • Reduced costs by identifying inefficiencies in workflows and implementing process improvements throughout the organization.
  • Fostered a positive workplace culture that promoted collaboration among staff members, resulting in increased employee satisfaction and reduced turnover rates.
  • Oversaw day-to-day operations of the insurance department, making strategic decisions regarding staffing levels, resource allocation, budgeting, and growth opportunities.
  • Increased customer retention rates through proactive policy reviews and personalized coverage recommendations.
  • Monitored industry trends, adjusting pricing models accordingly to maintain competitiveness within the market landscape.
  • Implemented marketing campaigns targeting prospective clients, resulting in increased brand awareness and lead generation efforts.
  • Maintained strong relationships with key industry partners, leading to valuable networking opportunities and advantageous collaborations.
  • Served as a trusted advisor for clients seeking guidance regarding risk management strategies, helping them make informed decisions about their insurance needs.

Insurance Agent

State Farm Insurance
08.2005 - 11.2012
  • Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
  • Expanded client base by actively prospecting for new business opportunities and generating referrals.
  • Provided prompt responses to inquiries from both prospective and existing clients, demonstrating a commitment to exceptional service.
  • Worked closely with other team members to optimize sales strategies and achieve regional goals.
  • Developed comprehensive knowledge of various insurance products, enabling effective recommendations for clients'' unique situations.
  • Participated in ongoing professional development activities, staying current with industry trends and regulatory changes affecting insurance products and services.
  • Conducted thorough policy reviews with existing clients, identifying gaps in coverage and offering additional protection options when necessary.
  • Determined client needs and financial situations by listening and scheduling fact-finding appointments.
  • Negotiated with insurance underwriters to obtain better coverage and improved rates for clients.

Insurance Assistant

Compare A Quote Ins
08.2002 - 07.2006
  • Increased policy renewal rates by consistently delivering excellent customer service and addressing concerns proactively.
  • Improved efficiency in document management by implementing a digital filing system, reducing paperwork clutter and retrieval time.
  • Managed relationships with external partners such as brokers and agents, fostering strong collaborations that benefited both parties.
  • Processed policy applications with accuracy and attention to detail, ensuring a smooth experience for clients seeking insurance coverage.
  • Assisted in marketing efforts by preparing promotional materials highlighting the benefits of various insurance products offered by the company.
  • Enhanced customer satisfaction by providing prompt and accurate responses to inquiries regarding policies and coverage.
  • Provided administrative support to senior staff members as needed, enabling them to focus on high-level strategic tasks.

Education

No Degree - Paralegal Studies

Bryant & Stratton College
NY

Skills

  • Customer service
  • Licensed insurance agent
  • Professionalism and ethics
  • Quotes and sales
  • Customer follow-up
  • Client relations
  • Auto insurance
  • Client needs analysis
  • Client retention
  • Account management
  • New client acquisition
  • Life insurance
  • Policy writing
  • Upselling
  • Negotiation
  • Health insurance
  • Policy renewals
  • Client account management
  • Property insurance
  • Marketing management
  • Regulatory compliance
  • Lead development
  • Marketing strategies
  • Insurance product promotion
  • Insurance program management
  • Relationship building
  • Critical thinking
  • Policy Knowledge
  • Property and casualty insurance
  • Insurance policy sales

Accomplishments

I've handled many different projects from start to finish. Marketing wise and product wise.

Certification

I have my license 220 and 215. I am licensed in the State of Florida, New Hampshire and Maine.

Languages

English
Native or Bilingual

Timeline

Insurance Agent

Barfield Insurance
07.2025 - Current

Insurance Manager

Holbrook Insurance
11.2012 - 05.2025

Insurance Agent

State Farm Insurance
08.2005 - 11.2012

Insurance Assistant

Compare A Quote Ins
08.2002 - 07.2006

No Degree - Paralegal Studies

Bryant & Stratton College

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