Summary
Overview
Work History
Education
Skills
Licenses LA #945664
Timeline
Generic

Sarah Walters

Monroe,LA

Summary

Throughout my professional career, my work has primarily been in customer service. My experience spans from restaurant style food servicing to insurance sales and financial services through loan processing. Each of my positions have required me to excel in customer relations to which I feel that I have gone above and beyond.

Overview

7
7
years of professional experience

Work History

Insurance Sales Agent

GoAuto Insurance
02.2023 - Current
  • Generated quotes and proposals for clients to match individual needs.
  • Adhered to sales strategies to increase sales of insurance policies.
  • Educated clients on insurance policies and procedures.
  • Worked to reach targets each month, consistently meeting or exceeding personal quotas.
  • Finalized sales and collected necessary deposits.
  • Processed debit and credit card and electronic check payments.

Marketing Representative

State Farm
07.2022 - 12.2022
  • Reviewed customer needs and financial means to determine appropriate policy offerings
  • Maintained detailed records of customer information and policy sales
  • Generated sales by recommending policies and add-ons
  • Sought out new clients and developed client relationships through networking, direct referrals, lead databases and cold calling
  • Reviewed policy applications for errors and discussed with underwriters to facilitate quick completion of the application process.

Senior Personal Loan Specialist

OneMain Financial
06.2021 - 07.2022
  • Reached out to borrowers with delinquent accounts to pursue payments and negotiate repayment plans
  • Compiled the complete credit and financial statements for each applicant as part of the application process
  • Met with applicants to obtain information for loan applications and answer questions about the process
  • Assisted present customers with any questions or concerns about their current account or credit application
  • Solicited new and current customers to refinance for extra expenses or lower rates

Seller/Cashier

Catfish Charlies
04.2017 - 04.2021
  • Assisted customers with any questions or concerns through the ordering process
  • Handled daily cash transactions using POS software systems
  • Took phone calls regarding customer complaints and assisted them in resolving the problem at hand
  • Trained new employees on the POS system
  • Helped management enforce restaurant rules and regulations in regards to new hires.

Education

High School Diploma -

Ouachita Parish High School
05.2018

Skills

  • Collections Calls
    Underwriting Support
    Cash Register
    Operations
    Collections Management
    Client Relations and Retention
    Conflict Resolution
    Clerical Support
    Loan Processing
    Upselling Techniques
    Insurance Product Sales
    Loan Processing Coordination
    Cash Handling

Licenses LA #945664

  • LA Life Insurance license
  • LA Credit Insurance license
  • LA Property Insurance license
  • LA Casualty Insurance license

Timeline

Insurance Sales Agent

GoAuto Insurance
02.2023 - Current

Marketing Representative

State Farm
07.2022 - 12.2022

Senior Personal Loan Specialist

OneMain Financial
06.2021 - 07.2022

Seller/Cashier

Catfish Charlies
04.2017 - 04.2021

High School Diploma -

Ouachita Parish High School

Similar Profiles

CREATE PROFILE
Sarah Walters