Sara Colquhoun Email & Phone Number

Atlanta, Ga, Us

Greater Atlanta Area

•Manage and lead effective relationships with policyholders and producers on assigned caseload through occasional on-site visits, professional negotiation, responsive communication, problem resolution and meeting customer expectations.•Work with producers and policyholders to understand their concerns and needs and act as liaison between home office departments and the customers to interpret existing contract, initiate plan improvements, resolve administrative inconsistencies and answer… Show more •Manage and lead effective relationships with policyholders and producers on assigned caseload through occasional on-site visits, professional negotiation, responsive communication, problem resolution and meeting customer expectations.•Work with producers and policyholders to understand their concerns and needs and act as liaison between home office departments and the customers to interpret existing contract, initiate plan improvements, resolve administrative inconsistencies and answer commission, claims, premium and evidence questions. •Aggressively pursue opportunities to improve profitability, retention, and growth.•Manage the amendment process to make changes to customer’s contracts, following underwriting, compliance and administration guidelines.•Coordinate the submission of new groups; set up and installation of assigned new groups with the policyholder and producer. Provide similar support to new administrators at inforce accounts. Show less

Greater Atlanta Area

• Lead the process for new client submissions, implementation, billing set-up and establishing protocols and communication preferences for a successful initial experience with RSL. • Lead, participate in or support the customer enrollment process, with particular emphasis on employee paid (voluntary) enrollment. • Client service, support and advocacy with home office functional areas as required• Lead the case-submission and setup process for new cases. • Effectively manage and… Show more • Lead the process for new client submissions, implementation, billing set-up and establishing protocols and communication preferences for a successful initial experience with RSL. • Lead, participate in or support the customer enrollment process, with particular emphasis on employee paid (voluntary) enrollment. • Client service, support and advocacy with home office functional areas as required• Lead the case-submission and setup process for new cases. • Effectively manage and proactively resolve all in-bound client service issues. Show less

Greater Atlanta Area

• Performed tasks related to all aspects of pre-sale, new business quoting and follow-up. • Provided back-up coverage for other sales support individuals within the Regional Sales Office when need arises due to extended absences, turnover, workloads, etc., as well as provides Regional workflow back-up coverage as needed • Developed and maintained proficiency regarding required Reliance Standard products, systems and processes related to the effective delivery of new business proposals… Show more • Performed tasks related to all aspects of pre-sale, new business quoting and follow-up. • Provided back-up coverage for other sales support individuals within the Regional Sales Office when need arises due to extended absences, turnover, workloads, etc., as well as provides Regional workflow back-up coverage as needed • Developed and maintained proficiency regarding required Reliance Standard products, systems and processes related to the effective delivery of new business proposals. • Developed and maintained cooperative partnerships with Administrative Office Departments and work closely to ensure effective communications with Regional Sales staff and brokers and home office counterparts• Answer Incoming Telephone Calls • Process incoming and outgoing mail • Order office supplies Show less

Greater Atlanta Area

• Promoted in one of the most highly trafficked Starbucks in Georgia averaging 130 transactions per hour and generating over $40,000 in revenue per week. • Assist the store manager in executing shift operations.• Coach individuals on protocol and procedure performance.• Maintain a calm demeanor during periods of high volume and uncertainty. • Anticipate customer and store needs by evaluating the environment for cues.• Adapt quickly to change and make timely decisions.

Greater Atlanta Area

• Delivered quality results contributing to the overall success of the store.• Trained new hires on store procedures.• Worked in all areas of store operations.• Organized and executed projects given by manager.• Selected to run shifts in the absence of shift manager.

East Africa

• Provided humanitarian relief in one of the world’s largest displaced persons camp in East Africa as a result of civil war and border conflict. • Taught personal hygiene, basic farming, food preparation, water collection, and soil conservation methods in Kenya, Tanzania and Uganda.• Worked with local nationals to support their teams that provided education, healthcare and childcare/orphanage services.• Responsible for international travel, all aspects of team finance and cash… Show more • Provided humanitarian relief in one of the world’s largest displaced persons camp in East Africa as a result of civil war and border conflict. • Taught personal hygiene, basic farming, food preparation, water collection, and soil conservation methods in Kenya, Tanzania and Uganda.• Worked with local nationals to support their teams that provided education, healthcare and childcare/orphanage services.• Responsible for international travel, all aspects of team finance and cash management, and the health, safety and welfare of team members. • Prepared reports, balanced budgets, organized activities, maintained the schedule and coached/mentored 25 participants. Show less

Greater Atlanta Area

• Office intern for a fast paced, family focused church.• Greeted visitors and answered phones.• Supported the administrative needs of senior staff.• Created correspondence and filed documents.• Organized church and community events.• Produced short films.