• Leadership and Team Management• Training and Development• Communication and Presentation• Problem-Solving andDecision-Making• Project and ProcessManagement• Technical Proficiency in multiple computer systems and MSOffice• Customer Service ExcellenceCommunity ServiceGFWC Leadership Roles (currently President-Elect of the State of Pennsylvania): Led and facilitatedmeetings across the state virtually and in-person, developed and delivered workshops and presentations to diverse audiences, and coordinated strategic events. Actively participated in key committees, contributing to organizational governance and decision-making.Shot@Life Champion: Advocated for global vaccine access by raising awareness, engaging with communityleaders, members of Congress, and participating in national campaigns to support life-saving immunization programs for children in developing countries.HOBY Corporate Board of Trustees Member and Officer, 1998 Alumnus, and Alumni Advisor: Providedstrategic leadership and mentorship, supporting the development of youth leadership programs. Engaged withalumni to foster ongoing involvement and facilitated initiatives that promote leadership and community serviceamong young leaders.
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Underwriting Operations TechnicianConfidential Sep 2021 - Jul 2024Pennsylvania, United StatesConducted testing and ensured compliance of software and services with company standards, including developing and executing test plans, documenting discrepancies, and utilizing SERFF for electronic rate and form filings.Managed three lines of business for the company, including commercial property, commercial business owners, and commercial inland marine.Managed insurance department rate, form, and rule filings, communicated changes to agents, branch of-fices, and third-party vendors… Show more Conducted testing and ensured compliance of software and services with company standards, including developing and executing test plans, documenting discrepancies, and utilizing SERFF for electronic rate and form filings.Managed three lines of business for the company, including commercial property, commercial business owners, and commercial inland marine.Managed insurance department rate, form, and rule filings, communicated changes to agents, branch of-fices, and third-party vendors, and coordinated with over 25 individual state insurance department regulators to ensure compliance.Demonstrated strong problem-solving and decision-making abilities, providing troubleshooting support for system issues, resolving routine problems, and collaborating with IT and underwriting staff to clarify requirements and resolve production issues.Led cross-functional collaboration, updating and maintaining systems documentation, including business requirements, training manuals, and job aids; delivered training on system functionality to employ-ees and agents, enhancing team efficiency.Extensively used SERFF for filing insurance rates and forms, ensuring timely and accurate submissions in compliance with state regulatory requirements.Formed good working relationships with state insurance departments, gaining trust through demonstratation of knowledge of the insurance system specific to their state. Show less
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Customer Service SpecialistConfidential Sep 2017 - Aug 2021Developed and maintained training materials, conducted comprehensive training programs for new and existing employees, and provided ongoing support and coaching, tailoring sessions to individual learning styles.Demonstrated strong mentorship and coaching abilities by coordinating and implementing orientation programs for new hires, ensuring smooth onboarding, and collaborating with department leadership to track and report on employee progress.Played a key role in cross-functional… Show more Developed and maintained training materials, conducted comprehensive training programs for new and existing employees, and provided ongoing support and coaching, tailoring sessions to individual learning styles.Demonstrated strong mentorship and coaching abilities by coordinating and implementing orientation programs for new hires, ensuring smooth onboarding, and collaborating with department leadership to track and report on employee progress.Played a key role in cross-functional teams, contributing to the development of business requirements, process improvements, and system enhancements that improved department performance.Provided effective communication and problem-solving support, efficiently resolving complex issues by coordinating with processing, underwriting, IT, claims, and agents, while ensuring accurate documentation of all interactions. Show less
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Customer Service RepresentativeCoresource, Now Trustmark Health Benefits May 2015 - Aug 2017Contributed to team building and culture development by analyzing and interpreting self-funded client medical, dental, and vision documents to solve problems and educate customers.Developed working knowledge of Cigna, Aetna, Multi-plan, and Guardian best practices, among other PPO networks.Answered customer calls, problem-solved complaints efficiently with a focus on the customer and conflict resolution (~50 daily calls).Assisted management with training, ongoing mentoring, and… Show more Contributed to team building and culture development by analyzing and interpreting self-funded client medical, dental, and vision documents to solve problems and educate customers.Developed working knowledge of Cigna, Aetna, Multi-plan, and Guardian best practices, among other PPO networks.Answered customer calls, problem-solved complaints efficiently with a focus on the customer and conflict resolution (~50 daily calls).Assisted management with training, ongoing mentoring, and coaching of new CSRs as they learned how to perform their job.Provided feedback and updates to management after working with new employees in a confidential manner.Assisted in developing and presenting team trainings on system upgrades and new workflows and procedures. Show less -
Account Service CoordinatorClipper Magazine Oct 2013 - May 2015Contacted and spoke with clients and sales reps with regard to all aspects of the creative process, including ad changes and approvals.Developed and maintained relationships with a diverse client base ranging from small business owners to large corporate accounts.Communicated with sales reps, clients, and other members of the art department in order to coordinate the timely and successful production of magazines.Demonstrated adaptability and flexibility by maintaining an up-to-date… Show more Contacted and spoke with clients and sales reps with regard to all aspects of the creative process, including ad changes and approvals.Developed and maintained relationships with a diverse client base ranging from small business owners to large corporate accounts.Communicated with sales reps, clients, and other members of the art department in order to coordinate the timely and successful production of magazines.Demonstrated adaptability and flexibility by maintaining an up-to-date understanding of computer systems and programs needed to perform regular duties (including ESP, ESS, DPS, ATOL, Excel, and InDesign). Show less -
Store ManagerStride Rite Apr 2008 - Feb 2012Led the store to be consistently ranked among the top 3 in the district and top 20 in the country for key performance indicators including sales goals and units per transaction.Recruited, hired, trained, evaluated, and counseled store employees to effectively manage employee turnover and retention.Built a positive team culture based on teamwork, courtesy, and respect, fostering long-term relationships with staff and customers, and creating a selling environment focused on customer… Show more Led the store to be consistently ranked among the top 3 in the district and top 20 in the country for key performance indicators including sales goals and units per transaction.Recruited, hired, trained, evaluated, and counseled store employees to effectively manage employee turnover and retention.Built a positive team culture based on teamwork, courtesy, and respect, fostering long-term relationships with staff and customers, and creating a selling environment focused on customer service, brand awareness, performance objectives, and employee recognition.Analyzed various business reports to understand trends and opportunities. Show less
Sara R. Education Details
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Na
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What is Sara R.'s role at the current company?
Sara R.'s current role is Customer management /Insurance Operations/Leadership and Training.
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Sara R. attended Na.
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