SARA JO JONES
MABEN ,MS
Summary
Dynamic professional with extensive experience in financial reporting and new client acquisition. Known for strong problem-solving skills and effective team collaboration, contributing to improved client satisfaction and operational efficiency.
Overview
1
1
Certification
8
8
years of professional experience
Work History
Insurance Specialist
STATE FARM
STARKVILLE , MS
05.2024 - Current
- Conducted thorough analysis of client insurance needs to recommend optimal coverage options.
- Analyzed financial statements to assess and recommend appropriate coverage levels tailored to client needs.
- Processed policy applications, ensuring compliance with industry regulations to safeguard client interests.
- Educated clients on policy features, benefits, and coverage limits for informed decision-making.
- Guided clients through claims submissions, providing step-by-step support for successful resolutions.
Consumer Loan Officer
TRIANGLE FEDERAL CREDIT UNION
STARKVILLE , MS
11.2023 - 04.2024
- Evaluated loan applications for consumer creditworthiness and risk assessment.
- Identified needs of customers promptly and efficiently.
- Approached customers and engaged in conversation through use of effective interpersonal and people skills.
- Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.
- Worked effectively in team environments to make the workplace more productive.
Business Office Supervisor
BAPTIST HOSPITAL (OCH REGIONAL MEDICAL)
STARKVILLE , MS
04.2018 - 10.2023
- Supervised daily operations of business office staff, improving workflow and team collaboration.
- Managed scheduling and workflow for departmental projects, ensuring timely completion.
- Coordinated training sessions for new office personnel, reducing onboarding time and increasing readiness.
- Assisted in budget preparation and financial reporting to maintain fiscal accountability.
- Facilitated interdepartmental communication to streamline administrative processes.
- Resolved patient billing inquiries and issues promptly, enhancing customer satisfaction and trust.
- Monitored employee attendance records and addressed discrepancies.
- Reconciled bank statements monthly to ensure accuracy of account balances.
Education
Bachelor of Arts - INTERPERSONAL STUDIES (BUSINESS & TECH)
MISSISSIPPI STATE UNIVERSITY
Starkville, MS05-2013
High School Diploma -
OAK HILL ACADEMY
West Point, MS05-1997
Skills
- Customer relationship management
- Insurance risk assessment
- Team collaboration
- Problem solving
- Client education
- New client acquisition
- Insurance policy analysis
- Claims processing
- Client policy management
- Policy compliance verification
Certification
- MS DEPT OF INSURANCE
Timeline
Insurance Specialist
STATE FARM
05.2024 - Current
Consumer Loan Officer
TRIANGLE FEDERAL CREDIT UNION
11.2023 - 04.2024
Business Office Supervisor
BAPTIST HOSPITAL (OCH REGIONAL MEDICAL)
04.2018 - 10.2023
Bachelor of Arts - INTERPERSONAL STUDIES (BUSINESS & TECH)
MISSISSIPPI STATE UNIVERSITY
High School Diploma -
OAK HILL ACADEMY