Sarah Rasner
Quincy
Summary
Experienced with managing client accounts and ensuring client satisfaction. Utilizes strategic planning and problem-solving to enhance service delivery. Track record of effective communication and building strong client relationships. I am organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Client Manager
Marsh McLennan
Beaverton, OR
08.2021 - Current
- Provide Account Management services to Personal Lines accounts as assigned.
- Remarketing and New Business: Responsible for gathering the information and risk management recommendations for designated accounts.
- Market new business and existing accounts; determine premiums in comparative rater and company website.
- Prepare and present proposals to clients/prospects. May be asked to provide information and assist Account Manager and or Producer with the sale of the account.
- Renewals: Perform renewal reviews, check-in renewals, confirm coverages, correct errors, if necessary, notify producers or account manager if coverage does not meet agency standards.
- Processing/Endorsements/Billing: Process and handle all endorsements, billing, new business and processing requests.
- Customer Service: Receive calls from clients, insurance company representatives and related industries. Handle and process all requests in conjunction with customer service representative and claims specialist.
- Answer questions promptly and efficiently, maintain a concern for timeliness and completeness.
- Carriers: Maintain a good working relationship with insurance companies and representatives that we work with. Maintain underwriting and marketing information by carrier. Continuously improve product and coverage knowledge.
- Agency Management/File System: Maintain files, applications, documents and update agency management per agency standards. I’m currently working in Epic.
- Projects: Assume other job responsibilities as assigned by Supervisor, Department Manager or Producer.
Insurance Agent
Hudson Insurance Group
Tillamook, OR
05.2019 - 08.2021
- Process high volume of payments over the phone and in person.
- Make change endorsements for clients.
- Claims specialist.
- Directly contributes to and supports sales goals of the agency.
- New business, customer service & retention.
- Solicits and writes new business. Calling clients and prospects. Provides underwriting for new accounts.
- Developed agency relationships with existing clients and works to cross sell additional policies to those clients.
- Meets the production requirements and goals assigned by the agency. This includes maintaining accurate monthly prospecting and sales records.
Customer Service Rep
The Summit Group of Oregon
Salem, OR
05.2018 - 11.2019
- Process high volume of payments over the phone and in person.
- Make change endorsements for clients.
- Claims specialist.
- Directly contributes to and supports sales goals of the agency.
- New business, customer service & retention.
- Solicits and writes new business.
- Calling clients and prospects on a daily basis.
- Provides underwriting for new accounts.
- Develops agency relationships with existing clients and works to cross sell additional policies to those clients.
- Meets the production requirements and goals assigned by the agency. This includes maintaining accurate monthly prospecting and sales records.
Personal Lines Agent / Office Manager
Nicholson & Associates
Centralia, WA
12.2013 - 04.2018
- Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
- Assisting client’s inquiries regarding insurance availability, eligibility, coverage’s, policy changes, transfers, claim submissions, and billing clarification.
- Manage petty cash account, bank deposits and credit transactions.
- Submit weekly and monthly accounting reports to HR.
- Managed a staff of 18 employees.
- Answer multi-line phones.
- Order and maintain office supplies.
Insurance Account Representative
State Farm Insurance
Chehalis, WA
09.2009 - 12.2013
- Interacting with clients in the office and over the phone.
- Provide prompt, accurate and friendly customer service pertaining to insurance availability, eligibility, coverage’s, changes, and billing clarifications.
- Prepare forms, polices and endorsements.
- Networking.
- Processing payments.
- Daily Bank Deposit.
Education
Diploma -
Pe Ell High School
01-1997
Accounting
Centralia College
01-2000
Skills
- Client services
- Customer service
- Customer portfolio management
- Time management
- Account management
- Sales presentations
- Customer billing
- Analytical problem solver
- Sales processes
- Consultative selling techniques
- Rapport and relationship building
- Goal setting and achievement
- Account servicing
- Sales process
- Sales quota management
Certification
WA State P&C / Life & Disability Licensed. Prioritization, multi-tasking skills, punctual, reliable, fast learner, efficient, detail oriented, excellent communication skills, provide great customer service, ability to work independently and as part of a team.
Languages
English
Native or Bilingual
Timeline
Client Manager
Marsh McLennan
08.2021 - Current
Insurance Agent
Hudson Insurance Group
05.2019 - 08.2021
Customer Service Rep
The Summit Group of Oregon
05.2018 - 11.2019
Personal Lines Agent / Office Manager
Nicholson & Associates
12.2013 - 04.2018
Insurance Account Representative
State Farm Insurance
09.2009 - 12.2013
Accounting
Centralia College
Diploma -
Pe Ell High School