Sara Myles
LIttleton
Summary
Accomplished Insurance Agent with a proven track record at Trailstone Insurance Group, adept in client retention and new client acquisition. Excelled in building a million-dollar business through strategic planning and exceptional customer service. Skilled in negotiation and client relations, consistently enhancing customer satisfaction and loyalty through proactive problem-solving and ethical professionalism.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Insurance Agent
Trailstone Insurance Group
05.2014 - 09.2024
- Built strong relationships with clients through consistent communication and excellent customer service.
- Successfully built and maintained a million dollar book of business from the ground up through organic growth strategies, leveraging strong relationship-building, client retention and strategic planning.
- 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 excellent relationships with clients.
Server + Bartender
Merle's
08.2012 - 03.2016
- Demonstrated strong multitasking skills by managing multiple tables simultaneously without compromising service quality.
- Served food and beverages promptly with focused attention to customer needs.
- Worked with POS system to place orders, manage bills, and handle complimentary items.
- Collaborated with team members during busy shifts for efficient workflow and excellent guest experiences.
- Developed a strong rapport with patrons, resulting in repeat business and increased loyalty.
- Trained new bartenders on drink recipes, mixing techniques, and customer service skills to enhance overall performance.
- Performed opening and closing duties, printing sales reports, setting up for incoming shift, preparing cash drawers, and taking inventory.
- Closed out cash register and prepared cashier report at close of business.
- Maintained a clean and organized workspace, adhering to strict hygiene standards for the health and safety of customers.
Relocation Manager
Klein & Co
04.2006 - 04.2011
- Streamlined the relocation process by implementing efficient tracking and communication systems.
- Provided compassionate support and guidance to clients who experienced significant, if not total loss, due to natural disasters.
- Coordinating clients' full relocation of their family as well as their pets, with a new home, furniture, housewares, and utilities.
- Communication with the displaced clients, as well as their insurance company, landlords and all utility companies.
- Negotiated pricing and lease terms with apartment complexes, landlords, and property management companies.
- Reduced client stress during moves by providing personalized support and guidance throughout the entire process.
- Developed strong relationships with furniture and housewares vendors, negotiating favorable contracts for clients while maintaining quality service.
- Continuously evaluated internal processes and procedures, identifying areas for improvement and implementing changes as needed to enhance overall service quality.
- Enhanced client satisfaction through meticulous attention to detail and proactive problem-solving approaches.
Education
High School Diploma -
Hudsons Bay High School
Vancouver, WA06-2002
Skills
- Customer service
- Licensed insurance agent
- Professionalism and ethics
- Quotes and sales
- Customer follow-up
- Client relations
- Client needs analysis
- Client retention
- Account management
- New client acquisition
- Upselling
- Negotiation
- Policy renewals
- Client account management
Accomplishments
- Monetary Transactions - Handled cash, check, credit and automatic debit card transactions with 100% accuracy.
- Product Promotion - Up-sold products and motivated customers to upgrade current product plans.
- Conflict Resolution - Responsible for handling customer account inquiries, accurately providing information to ensure resolution of product/service complaints and customer satisfaction.
Certification
- Property and Casualty License - CO Department of Insurance.
- Property and Casualty License - AZ Department of Insurance.
- Property and Casualty License - WA Department of Insurance.
- Ethics and Compliance Certification – Ethical Compliance Training Programs.
Timeline
Insurance Agent
Trailstone Insurance Group
05.2014 - 09.2024
Server + Bartender
Merle's
08.2012 - 03.2016
Relocation Manager
Klein & Co
04.2006 - 04.2011
High School Diploma -
Hudsons Bay High School
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