Sarah Magaña

· Manage and service a book of business including renewals, endorsements, certificates, while managing client relationships to ensure satisfaction and retention.

· Maintain accurate client records in agency management systems.

· Provide day-to-day client support including policy interpretation, billing questions, and coverage recommendations.

· Ensure timely processing of policy documents and compliance with agency procedures.

· Assist with preparing proposals for renewal.

• Demonstrated ability to keep the bar organized, stocked and clean.
• Monitored cash registers and collected payments for drinks for cash bar events.
• Trained and managed other employees.
• Followed safety, sanitation and legal policies for handling and serving beverages.
• Worked diligently to assist co-workers when necessary.
• Created a welcoming and enjoyable experience ensuring customer satisfaction by maintaining a friendly, accommodating and positive attitude.

• Serviced designated book of business as relating to marketing, claims, and administration.
• Responded to Client’s inquiries, maintained documentation of communications, existing issues, and issue resolutions.
• Requested and collected quotes (new and renewal) from carriers.
• Reviewed, prepared, and delivered Proposals for Clients.
• Bound coverage under direction of Producer or directly from Client.
• Communicated to Client any and all changes that may affect insurance premiums or coverage.
• Input Client information into data management system, ensuring accuracy and completeness
• Generated materials for Client presentations and meetings.
• Engaged Accounting Department to appropriately determine action plan and assist in collection efforts or billing discrepancies.

• Greet, direct, and interact with clients, vendors and visitors.
• Print and mail out audit letters daily.
• Answer phones working with customers on all commercial lines of worker’s compensation and general liability.
• Performs clerical duties which include copying, faxing, mailing and filing.
• Opens, sorts, handles and addresses incoming mail and faxes
• Receive incoming EFax’s and attach to Infinity Program for auditors in timely manner.

• Log in new submissions.
• Perform follow ups for various information from customers.
• Analyze policies and endorsements to identify errors, omissions or discrepancies to ensure agreement with application, quote, proposal, and/or binder.
• Organize client folders.
• Prepared Renewal Specifications according to company guidelines and procedures.
• Maintain files for submissions and written or lost business.
• Maintain client suspense and conducts follow-ups.

• Direct contact with customers to obtain a working knowledge of their requirements.
• Technical support for multiple cable partners.
• Troubleshoot and assist customers with identifying needs for landline phones for residential and commercial customers.
• Documentation, troubleshooting, and multitasking between 15 different systems for multiple cable partners.
• Document phone calls; identify problems, research as necessary.
• Monitor, train and ensure the qualities of representatives are being utilized.
• Requested by various supervisors to manage and instruct other representatives.
• Provided resource data and identified problem areas with supervisors.

• Assisted in floor moves, merchandising, display maintenance, and housekeeping.
• Aid customers in locating merchandise.
• Assisted in ringing up sales and/or bagging merchandise.
• Coordinated with seamstresses and tailors for fittings.
• Fit customers for uniform shirts, pants, duty belts, and took measurements for body armor.
• Placed orders with vendors for specialty items for customers and made calls to customers when items arrived.
• Performed background checks via NICS for firearm purchases and responsible for ensuring firearm permits were returned to County Sheriffs office upon completion of firearm sale.
• Assisted with pulling orders in warehouse for orders being shipped out.
• Participated in year-end inventory and cycle counts.