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.
• 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.
• 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.
• 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
• 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.
• Developed and maintained proficiency regarding required Reliance Standard products, systems and processes related to the effective delivery of new business proposals… Show more
• 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

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
• 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.