Sara Brock Email & Phone Number

New Orleans, Louisiana, United States

Develops and maintains positive agency relationships. Markets products and services through assigned territory agencies with a goal of writing and retaining risks consistent with corporate appetite. Coordinates and attends weekly and/or monthly field visits. Manages the growth, profitability, and retention of a book of business totaling over $5 million. Reviews and analyzes new & renewal business requests in order to determine insurance risks and premiums. Assess risks to determine acceptability in accordance with corporate guidelines and standards. Skillfully negotiates with agents to reach positive and profitable outcome. Advises agencies and brokers of adverse underwriting decisions. Researches current market trends and events to keep current on territory issues.

Chicago, Illinois, United States

Atlanta, Georgia, United States

Analyzed, reviewed, and gathered required underwriting data for new business rating instructions to World Wide Operations team. Served as liaison for Underwriters, World Wide Operations, and Agents to guarantee rating, compliance documents, endorsements, and policy issuance are met in a timely manner. Generated monthly report to ensure accounts in the FastTrack (policies with premiums 75k and under) program are rated and quoted within the guaranteed timeframe to Agents. Priced and proposed FastTrack accounts under minimum to no guidance from Underwriting team. Reviewed renewal accounts within 90 days of effective date and communicated any losses, exposure increases/decreases, and/or concerns that require Underwriter approval. Remotely managed business relationships with Underwriters in Charlotte and Birmingham branches. Lead and conducted monthly operations team meeting for Charlotte branch. Collaborated with marketing team during monthly production meetings.

Atlanta, Georgia, United States

Managed book of business that contains over a hundred of commercial policies. Assisted agents with questions or concerns regarding regulatory compliance such as insurance certificates and statutory filings. Constructed underwriting and pricing exhibits such as expense models, collateral agreements, profit and loss analysis. Strategized each new business and renewal policy to ensure competitive pricing and coverages delivered to the Insured. Utilized analytical and technical skills to accomplish daily operational assignments and business goals. Lead in team projects to develop new techniques to ensure day to day workflows are as efficient as possible and identity potential issues to eliminate. Mentored, coached, and trained new hires on multiple systems used to construct underwriting and pricing exhibits

Norcross, Ga

Conducted research on any issues or problems banking clients and/or cardholders may have experienced with EFT platform. Served as a Client Advocate for Bank Executives when implementing new products and services such as ATM platforms, Chip Card readers, ApplePay, and mobile banking. Monitored, documented, and investigated support requests in an effort to identify common and frequent trends that can be corrected to improve customers’ network and service. Advised Financial Institutions and Bank Executives of a variety of procedures and techniques to simplify day to day operational needs. Served as the primary contact to clients via phone, email, and client portal for any inquiries, challenges, and requests.

Boston, Massachusetts, United States

Managed and overseen day-to-day operational tasks and guaranteed that all job functions are processed in timely manner. Mentored, supervised, and coached a team of eight to ten Tellers. Conducted daily, weekly, and monthly banking audits and filings. Monitored security procedures, draw limits, cash-on-hand, and check cashing guidelines to insure the branch met state and federal regulations. Ensured all daily and monthly operational functions were satisfied such as ACH originations, item processing, return items, and fund transfers. Managed and reported sales referral goals and accomplishments for the Teller line as well as individually.

Nashville, Tennessee, United States

Qualified and reviewed clients for financial reviews to enhance their banking experience. Aggressively identified sales prospects and referred prospects to a financial support representative to generate sales of products and services. Provided the ideal customer service experience to ensure that Regions reputation maintains positive and visible as the leading banking institution. Processed and secured incoming deposits, loan payments, internal and external transfers, and check cashing transactions. Accountable for all vault Teller duties including currency exchange, currency shipments, and daily vault audits.

Knoxville, Tennessee, United States

Contacted vehicle loan holders to collect 90 to 120 days past due loan installments. Identified solutions to assist loan holders with financial assistance with loan installments to avoid any further legal actions. Served as primary contact on over 100 past due loan accounts and managed those accounts to not obtain a repossession status. Used good judgement and made sound business decision to resolve loan holders reoccurring delinquencies. Processed and tracked loan payments, refinanced auto loans, and reported missing insurance information.