Shana Sara Jacobson

• Print lessons for upcoming Purpose Institute class sessions.
• Restock supplies to maintain adequate stock levels.
• Greeting visitors.
• Managed email and text correspondence and send out invitations to meetings.
• Volunteered to help with special projects of varying degrees of complexity (i.e. cooking meals for community outreach events).

• Contacted customers regarding 0% Credit Card Processing with self-generated as well as pre-set appointments to promote new products and services.
• Used consultative sales approach to understand and meet customer needs.

• Contact clients who requested Mortgage Protection Insurance to provide a quote and sell insurance.
• Scheduled fact-finding appointments to determine client needs and overall financial situations.
• Sought out new clients and developed client relationships through networking, direct referrals, lead databases and self-generated leads.
• Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.

• Interviewed applicants and explained scope of different available benefits.

• Incorporated cross-selling and upselling techniques to generate sales and profits and increase referral retention rates
• Encouraged policyholders to submit referrals to increase client base.
• Initiated outbound customer calls to review policy reviews and late payments to avoid lapse in coverage.

Medicare Insurance Sales

• Calculated premiums and established payment methods for sales.
• Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.

• Clean and connect to access sites, including fistulas and grafts, by following infection control protocols.
• Set up and operated dialysis machines for patients receiving treatment for kidney failure.
• Safely transported, transferred, and positioned patients on chairs for treatment.
• Measured and recorded patients' pre-dialysis and post-dialysis vital statistics, including weight, temperature, blood pressure, pulse rate, and respiration rate.

• Cared for average of 15 patients per 8 hours in Nursing Home Care facility, delivering high-quality, efficient support to meet all needs.
• Participated in Live Guitar Music Playing activities with patients to boost mood and improve overall memory (by encouraging them to sing along).
• Facilitated activities of daily living, including personal hygiene management, feeding and ambulation.

• Assisted with set up of lunch-and-learn group meetings.
• Interviewed applicants and explained scope of different available benefits.
• Assessed information gleaned from interviews, educational, and medical records, consultation with other professionals and diagnostic evaluations to identify clients' abilities, needs and eligibility for services.
• Scheduled appointments with applicants to gather information and explain benefits processes.
• Utilized direct marketing strategies such as mailings and phone contracts to approach potential clients and increase sales.
• Calculated premiums and established payment methods for sales.
• Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
• Collected all premiums on or before effective date of coverage.
• Met with customers to provide information about available products and policies.

• Assisted with set up of lunch-and-learn group meetings.
• Interviewed applicants and explained scope of different available benefits.
• Assessed information gleaned from interviews, educational, and medical records, consultation with other professionals and diagnostic evaluations to identify clients' abilities, needs and eligibility for services.
• Scheduled appointments with applicants to gather information and explain benefits processes.

• Sold auto, motorcycle, boat and mobile home insurance.

• Sold Medicare Supplement policies working with pre-set appointments as well as self-generated leads.

• Responded to customer requests for commercial insurance services and company information.

• Administered prescribed drugs to high-volume patient caseload.
• Checked vital signs on 8 hour basis and contacted Licensed Vocational Nurses & Registered Nurses regarding any patient health concerns or behavioral changes.

• Participated in guitar playing activities with MENTALLY and PHYSICALLY CHALLENGED YOUTH to boost mood and improve overall memory (by encouraging them to sing along) and provide light entertainment.
• Delivered individualized patient care by recording vital signs, documenting observations and evaluating patient needs.
• Cared for average of 15 patients per 8 hours in Nursing Home Care facility, delivering high-quality, efficient support to meet all needs.
• Facilitated activities of daily living, including personal hygiene management, feeding and ambulation.

• Assisted patients with dressing, grooming and feeding needs, helping to overcome and adapt to mobility restrictions.

• Facilitated activities of daily living, including personal hygiene management, feeding and ambulation.
• Oversight of Memory Care Unit with 20+ Patients.

• Assisted patients with dressing, grooming and feeding needs, helping to overcome and adapt to mobility restrictions.

• Assisted patients with dressing, grooming and feeding needs, helping to overcome and adapt to mobility restrictions.

• Assisted with set up of lunch-and-learn group meetings.
• Interviewed applicants and explained scope of different available benefits.
• Assessed information gleaned from interviews, educational, and medical records, consultation with other professionals and diagnostic evaluations to identify clients' abilities, needs and eligibility for services.
• Scheduled appointments with applicants to gather information and explain benefits processes.
• Calculated premiums and established payment methods for sales.

• Assisted set up of lunch-and-learn group meetings.
• Interviewed applicants and explained scope of different available benefits.
• Assessed information gleaned from interviews, educational, and medical records, consultation with other professionals and diagnostic evaluations to identify clients' abilities, needs and eligibility for services.
• Scheduled appointments with applicants to gather information and explain benefits processes.
• Utilized direct marketing strategies such as mailings and phone contracts to approach potential clients and increase sales.
• Calculated premiums and established payment methods for sales.
• Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
• Collected all premiums on or before effective date of coverage.
• Met with customers to provide information about available products and policies.

• Agency Producer developing new clients for Property/Casualty and Life insurance and developed client relationships through networking at Luncheon Meet-Up Meetings, direct referrals, lead databases and self-generated leads.