Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Sarah Yankee

Tulsa,OK

Summary

To obtain an Account Management role in a successful and professional agency where my experience and background will add value to the organization.

Highly focused and detailed with an exceptional record of agency and sales team support, team building, top-notch client service, positive vendor relationships, and a high degree of client retention. Manages multiple projects and team members with creativity, efficiency, and accuracy. Enthusiastic team player, leader, and natural encourager.

Overview

30
30
years of professional experience
1
1
Certification

Work History

Human Resource Associate

Rupe Properties - NAI Petrous
03.2015 - 08.2015
  • New-hire orientation
  • Payroll processing & vacation tracking
  • Benefits administration & coordination
  • Employee recruiting, retention, & reviews
  • Employee training & development
  • Safety Management
  • Corporate team building & morale
  • Supported recruitment efforts by screening resumes and scheduling interviews with candidates.
  • Facilitated communication between departments to resolve employee inquiries and issues effectively.
  • Contributed to performance appraisal processes, ensuring timely evaluations and feedback delivery.
  • Developed internal documentation for HR policies, improving accessibility and understanding among staff.
  • Participated in employee engagement initiatives, fostering a positive work environment through various activities.
  • Assisted in maintaining compliance with labor laws, reducing potential risks of fines or lawsuits against the company.
  • Handled sensitive information discreetly while maintaining confidentiality and trust amongst employees.
  • Boosted HR efficiency by consolidating systems and creating user-friendly resources for employees and managers.
  • Supported management in addressing employee concerns, facilitating open communication channels and fostering a positive work environment.
  • Managed benefits administration, ensuring timely enrollment and accurate record-keeping for all employees.
  • Fielded employee inquiries related to insurance, pension plan, vacation, sick leave and employee assistance.
  • Partnered with departmental managers to ascertain hiring needs and subsequently provide candidate recommendations.

Account Manager

HUB International
08.2017 - Current
  • Primary service contact for clients with 2 to 1000 employees
  • Customer service, client retention, & benefit plan marketing
  • Annual marketing and analysis of benefit packages
  • Rounded out accounts by adding new lines of business
  • Negotiated with carriers for better premiums and packaged rates
  • Maintained account records in company database
  • Coordinated and conducted annual open enrollment meetings
  • High client retention

Senior Account Executive

HUB International Mid-America
05.2017 - Current
  • Client service, marketing & sales, mainly rounding out accounts
  • Coordinated & conducted benefit team staff meetings
  • Collaborated with agency management and staff on various projects.
  • Developed and maintained strong client relationships to enhance customer satisfaction and retention.
  • Prepared and delivered compelling presentations to prospective clients, showcasing service offerings.
  • Provided exceptional customer service, addressing client concerns promptly and effectively to ensure long-term loyalty.
  • Managed multiple accounts simultaneously while maintaining organization and prioritizing tasks efficiently.
  • Conducted regular check-ins with existing clients to assess their needs and identify upselling opportunities.

Marketing Coordinator

Plan Benefit Analysts
01.1996 - 07.2022
  • Conducted annual marketing analysis of client benefit packages
  • Worked closely with the agent and carriers to ensure the best pricing and benefits package for clients
  • Continuously improved the marketing process to create efficiency

Education

Diploma -

Broken Arrow High School

Bachelor's Degree - undefined

Tulsa Community College

Skills

  • Initiating multiple tasks under various deadlines
  • Building and maintaining employee, client, and vendor relationships
  • Analytical thinking, decision making, and problem solving skills
  • Strategic planning and execution of company and personal goals
  • Effective oral and written communication skills
  • Adaptable to a variety of work environments and personalities
  • Treats confidential and sensitive information appropriately
  • Employee relations management

Certification

  • Oklahoma Life & Health Agent License since 1996
  • Microsoft Office: Word, Excel, PowerPoint, Publisher, & Outlook
  • Client Management: BenefitPoint, Employee Navigator, GBS, Gen4, Benefits Connect, Zywave
  • Continuing Education on the ACA, COBRA, FMLA, & HIPAA

Timeline

Account Manager

HUB International
08.2017 - Current

Senior Account Executive

HUB International Mid-America
05.2017 - Current

Human Resource Associate

Rupe Properties - NAI Petrous
03.2015 - 08.2015

Marketing Coordinator

Plan Benefit Analysts
01.1996 - 07.2022

Bachelor's Degree - undefined

Tulsa Community College

Diploma -

Broken Arrow High School

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