Sari Forsgren
Bertram
Summary
Dynamic and dedicated professional with a current Texas Property and Casualty license. Started out in Insurance with humbled beginnings. Currently seeking career with a larger network for employment growth. Currently enhancing patient care & supporting my team daily at Baylor Scott and White. Abilities in problem-solving and effective communication, fostering strong client/ patient relationships. Committed to patient safety and delivering exceptional service in fast-paced environments. All about teamwork !
Overview
20
20
years of professional experience
1
1
Certification
Work History
PCT Preceptor
Baylor Scott and White
08.2024 - Current
- Assisting patients with daily activities like bathing, eating, and moving around
- Monitoring vital signs such as blood pressure, pulse, temperature, and respiration rates
- Collecting samples for laboratory tests
- Performing basic clinical procedures, like dressing wounds or administering medication
- Setting up and operating medical equipment
- Maintaining accurate patient records and communicating patient status to the medical team
- Providing emotional support to patients and their families
- Ensuring a clean and safe environment for the patient
- Assisting with patient transportation to and from various areas within the healthcare facility
- HUC Admin duties. Schedule appointments for discharging patients and set work orders for equipment or facilities . Assist other Techs on floor with regular job duties. Answer patient call lights on both east and west . Answer incoming calls for patient Information.
Insurance Customer Service Representative
Brian Scott Insurance
02.2024 - 07.2024
- Managed high call volume while maintaining professionalism, empathy, and attention to detail in each interaction.
- Processed policy updates and changes accurately, ensuring client needs were met in a timely manner.
- Answered incoming phone calls to articulate product value to prospective customers and support current policyholders.
- Responded to customer requests for products, services, and company information.
- Enhanced customer satisfaction by addressing and resolving insurance-related inquiries and concerns.
- Processed insurance policy cancellations and renewals quickly to meet call time targets.
- Fielded customer complaints, escalating complex issues to management for resolution.
- Fostered strong relationships with clients, providing personalized service and assistance on various insurance products.
- Set up customer payment plans to cover annual policies and renewals.
- Policy retention
Insurance Customer Service Representative
Raina Rauf Allstate
05.2023 - 01.2024
- Handled sensitive customer information with discretion, adhering to strict data privacy regulations at all times.
- Documented customer interactions and transactions for accurate, up-to-date records.
- Assisted clients in filing claims, coordinating with adjusters to expedite the process and secure fair settlements.
- Assisted customers with completing insurance documents to avoid missed information.
- Conducted comprehensive policy reviews for clients, identifying gaps in coverage and recommending appropriate solutions.
- Increased cross-selling opportunities by proactively identifying potential new business leads during client interactions.
- Participated in ongoing training sessions to remain current on industry developments and improve overall job performance.
- Handled incoming and outgoing calls
Insurance Customer Service Representative
ADP Insurance Agency
04.2021 - 04.2022
- Completed customer applications and updated records to reflect current information.
- Assessed customer needs and recommended suitable insurance policies.
- Reviewed and adjusted customer coverage levels to address, identify, and resolve customer conflicts.
- Educated customers on available discounts, promoting loyalty and policy retention through tailored recommendations.
- Maintained thorough knowledge of industry trends and product offerings to provide accurate information to clients at all times.
- Utilized company software to track customer interactions efficiently, ensuring proper documentation of all transactions.
Insurance Agent
Allstate Mercedes Mccloughan
09.2017 - 03.2021
- Built strong relationships with clients through consistent communication and excellent customer service.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
- Maintained high standards of customer service by building relationships with clients.
- Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
- Cross-sold insurance products to existing clients to reach sales targets.
- Insurance sells on multiple policy lines. Auto, home, general liability policies and commercial auto.
- Maintained accurate records of all transactions, ensuring compliance with company policies and regulatory requirements.
Office Manager Insurance Sales
Texas State Low Cost Insurance
04.2005 - 03.2017
- Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
- Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
- Maintained accurate financial records by reconciling accounts payable/receivable transactions regularly to ensure balanced budgets.
- Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
- Streamlined office operations by implementing efficient filing systems and organizational strategies.
- Assisted in the recruitment process, conducting interviews and onboarding new employees to promote a seamless integration into the team dynamic.
- Facilitated smooth communication between departments, addressing concerns promptly to maintain harmonious work relationships.
- Oversaw facility maintenance requests, coordinating with building management to address repairs or improvements efficiently.
Education
No Degree - Associates Degree in Business Management
SNHU
Remote05-2027
High School Diploma -
Burnet High School
Burnet, TX05-2002
Skills
- Patient safety
- Patient care
- Teamwork and collaboration
- Problem-solving
- Time management
Current license Property and Casualty in the state of Texas General lines agent # 1674009
- Multitasking Abilities
- Reliability
- Excellent communication
- Organizational skills
- Active listening
- Self motivation
Certification
Texas licensed property and casualty insurance agent. General Lines Agent 1674009
Timeline
PCT Preceptor
Baylor Scott and White
08.2024 - Current
Insurance Customer Service Representative
Brian Scott Insurance
02.2024 - 07.2024
Insurance Customer Service Representative
Raina Rauf Allstate
05.2023 - 01.2024
Insurance Customer Service Representative
ADP Insurance Agency
04.2021 - 04.2022
Insurance Agent
Allstate Mercedes Mccloughan
09.2017 - 03.2021
Office Manager Insurance Sales
Texas State Low Cost Insurance
04.2005 - 03.2017
No Degree - Associates Degree in Business Management
SNHU
High School Diploma -
Burnet High School
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