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..

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.

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.

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.

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.

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.

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.