Summary
Overview
Work History
Education
Skills
Timeline
Generic

Sarah Long

Fallbrook

Summary

Dynamic Assistant Account Manager at JM Sterling Insurance Services with expertise in client relationship management and data analysis. Successfully enhanced customer satisfaction by resolving issues promptly and negotiating favorable contract terms. Proven ability to collaborate across departments and assess risk, ensuring optimal coverage for clients while maintaining meticulous documentation. I consistently enhance customer satisfaction and streamline operations. My strong organizational skills, and attention to detail, drive successful outcomes in fast-paced environments.

Overview

5
5
years of professional experience

Work History

Assistant Account Manager

JM Sterling Insurance Services
Temecula
08.2024 - Current
  • Assisted Account Managers in managing client relationships and resolving customer service issues.
  • Collaborated with colleagues across departments on a regular basis.
  • Analyzed customer data to determine buying patterns, preferences, and future needs.
  • Explained complex technical terms related to insurance plans in simple language for easy understanding.
  • Advised customers on the best ways to minimize risks associated with their assets.
  • Prepared documents such as applications, endorsements, renewals, cancellations, or other forms required by law or company procedures.
  • Processed payments received from clients promptly according to established procedures.
  • Negotiated contracts between insurers and insured parties in order to obtain favorable terms for both sides.
  • Resolved customer complaints in a timely manner to maintain high satisfaction levels.
  • Provided customers with information regarding plan features, pricing, and availability.
  • Analyzed claims data to determine potential areas of improvement for policyholders' protection.
  • Assessed customer risk levels and recommended appropriate coverage options.
  • Responded quickly and accurately to inquiries from clients regarding their coverage plans.
  • Maintained accurate records of all insurance transactions using computer software systems.
  • Remained current on latest industry trends by gaining comprehensive knowledge of financial and insurance products, services, and best practices.
  • Greatly improved office operations by reducing backtracking of work through creation of material movement process.
  • Monitored clients' insurance coverages to ensure changing needs were met.

HosueKeeper

MaidPro
Murrieta
11.2023 - 08.2024
  • Scrubbed kitchen appliances, countertops and fixtures.
  • Emptied trash receptacles throughout the property.
  • Changed bed linens and towels, tidied up rooms.
  • Cleaned bathrooms, including toilets, tubs, showers and sinks.
  • Vacuumed floors and dusted furniture to maintain organized, professional appearance.
  • Removed finger marks and smudges from doors, frames and glass partitions to enhance shine.
  • Dusted ceiling air conditioning diffusers and ventilation systems to improve airflow.
  • Employed deep-cleaning techniques for areas in need of additional sanitation.
  • Cleaned building floors by sweeping, mopping and scrubbing.
  • Provided both Commercial and Residential Services

Hostess/Busser/Food Runner/Dishwasher

4th Street garage
Temecula
04.2023 - 11.2023
  • Monitored customer satisfaction levels throughout their meal experience.
  • Verified reservations and wait times with customers.
  • Assisted servers in bussing tables when needed during busy periods.
  • Accurately recorded customer information into reservation system.
  • Maintained a clean and organized dining area.
  • Managed the waiting list, ensuring that all parties were seated in a timely manner.
  • Greeted customers and provided them with menus.
  • Tracked inventory of tableware, linens, condiments, ensuring adequate supply levels at all times.
  • Resolved any customer complaints or issues quickly and professionally.
  • Ensured compliance with health and safety regulations at all times.
  • Performed light cleaning duties, such as wiping down tables or sweeping floors.
  • Answered phones promptly to record and confirm reservations.

Restaurant Waiter

Chow Pizza Bar
Raleigh
11.2021 - 12.2022
  • Took accurate food and drink orders, using a POS ordering software system.
  • Resolved customer complaints in a polite manner according to company policy.
  • Answered phone calls providing information about restaurant services, hours of operation, menu items .
  • Assisted guests with making food and beverage selections.
  • Greeted customers, provided menus and answered questions about menu items.
  • Replenished stocks of napkins, silverware and other dining room supplies as needed.
  • Verified that prepared food met all standards for quality and quantity before serving it to customers.
  • Cleared dishes between courses, refilled drinks as necessary and served any requested condiments or accompaniments.
  • Supported other wait staff members when needed during peak times; assisted with taking orders from large groups.
  • Participated in banquets or catering functions held outside restaurant premises.
  • Provided excellent customer service by anticipating guest needs, responding promptly and acknowledging all guests, however busy and whatever time of day.
  • Checked on guests during meals to ensure satisfaction with each course.
  • Demonstrated up-selling techniques when appropriate to increase restaurant sales.
  • Prepared salads, appetizers, and garnishes to assist kitchen staff.

Restaurant Waiter

Early Girl Eatery
Charlotte
09.2022 - 10.2022
  • Took accurate food and drink orders, using a POS ordering software system.
  • Resolved customer complaints in a polite manner according to company policy.
  • Answered phone calls providing information about restaurant services, hours of operation, menu items .
  • Greeted customers, provided menus and answered questions about menu items.
  • Replenished stocks of napkins, silverware and other dining room supplies as needed.
  • Cleared dishes between courses, refilled drinks as necessary and served any requested condiments or accompaniments.
  • Supported other wait staff members when needed during peak times; assisted with taking orders from large groups.
  • Performed opening and closing duties such as setting up the dining area, restocking supplies and checking equipment for proper functioning at the start of shifts.
  • Provided excellent customer service by anticipating guest needs, responding promptly and acknowledging all guests, however busy and whatever time of day.

Cashier/Sales Associate

Bed Bath & Beyond
Cary
07.2020 - 08.2021
  • Processed receipts, refunds, credits, and change for customers accurately.
  • Maintained cleanliness of checkout area, including countertops, registers, and floors.
  • Resolved customer complaints in accordance with company policy.
  • Answered inquiries regarding store policies and procedures promptly.
  • Organized promotional displays to enhance product visibility and drive sales.
  • Trained new team members on cash register operation and customer service protocols.
  • Balanced daily transactions using computerized point-of-sale system efficiently.
  • Assisted customers over the phone with store operations and product information.

Education

High School Diploma -

Middle Creek High School
Apex, NC
01-2021

Skills

  • Client relationship management
  • Data analysis
  • Contract negotiation
  • Risk assessment
  • Insurance policy management
  • Customer service
  • Document preparation
  • Collaboration skills
  • Problem solving
  • Time management
  • Attention to detail
  • Organizational skills
  • Accounts payable
  • Task prioritization
  • Account management
  • Written communication
  • Teamwork and collaboration

Timeline

Assistant Account Manager

JM Sterling Insurance Services
08.2024 - Current

HosueKeeper

MaidPro
11.2023 - 08.2024

Hostess/Busser/Food Runner/Dishwasher

4th Street garage
04.2023 - 11.2023

Restaurant Waiter

Early Girl Eatery
09.2022 - 10.2022

Restaurant Waiter

Chow Pizza Bar
11.2021 - 12.2022

Cashier/Sales Associate

Bed Bath & Beyond
07.2020 - 08.2021

High School Diploma -

Middle Creek High School

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