Sarah Eckman Email & Phone Number

Securities and Investment Advisory Services offered through Osaic Wealth, Inc.. Member FINRA, SIPC and Registered Investment Advisor. Osaic Wealth, Inc. does not provide tax or legal advice. All other listed entities are unaffiliated.

Oakdale, Minnesota

Oakdale, Minnesota

Maplewood, Mn

St. Paul, Minnesota

-Provide front line administrative and general office assistance on a daily basis to both internal and external customers supporting proper claim handling practices, including: Telephone customer service, financial transactions, collecting, inputting, reviewing and updating critical claim and financial information as well as other administrative duties and projects as assigned.-Develop and maintain a training manual designed to assist in new hire onboarding and promote consistent and… Show more -Provide front line administrative and general office assistance on a daily basis to both internal and external customers supporting proper claim handling practices, including: Telephone customer service, financial transactions, collecting, inputting, reviewing and updating critical claim and financial information as well as other administrative duties and projects as assigned.-Develop and maintain a training manual designed to assist in new hire onboarding and promote consistent and efficient processing.-Educate new Operations Specialists on daily processes through peer mentoring. Show less

Woodbury, Mn

-Performed due diligence/enhanced due diligence of non-natural clients to comply with Section 312 of the USA PATRIOT Act.-Executed the Fund/College Savings Plan’s anti-money laundering program by monitoring exception reports and determining whether suspicious activity should be escalated to an officer to ensure compliance with existing policies, procedures and regulations.-Managed responses to internal and external audits, regulatory inquiries, and line of business operational… Show more -Performed due diligence/enhanced due diligence of non-natural clients to comply with Section 312 of the USA PATRIOT Act.-Executed the Fund/College Savings Plan’s anti-money laundering program by monitoring exception reports and determining whether suspicious activity should be escalated to an officer to ensure compliance with existing policies, procedures and regulations.-Managed responses to internal and external audits, regulatory inquiries, and line of business operational questions. Show less

Woodbury, Mn

-Facilitated various new hire and veteran employee training classes. Delivered classes in person to approximately 3-20 people. Material covered would vary between product, system and customer service training. -Served on multiple project committees to enhance systems, promote comradery, streamline processes, boost morale and increase business efficiency.-Utilized technical writing skills, HTML coding, and Adobe Dreamweaver daily to update company resources.

Woodbury, Mn

-Handled 50-60 Avaya-generated inbound phone calls from clients and brokers per day and effectively and efficiently answered questions, solved issues, handled escalated calls, processed trades, and provided process requirements regarding contracts.-Supported ongoing product and process education through new hire assistance and peer mentoring to approximately 25 people. -Assigned numerous tasks by management to enhance the quality of the contact center; co-led a nationwide… Show more -Handled 50-60 Avaya-generated inbound phone calls from clients and brokers per day and effectively and efficiently answered questions, solved issues, handled escalated calls, processed trades, and provided process requirements regarding contracts.-Supported ongoing product and process education through new hire assistance and peer mentoring to approximately 25 people. -Assigned numerous tasks by management to enhance the quality of the contact center; co-led a nationwide contest across multiple lines of business and successfully increased productivity. Show less

Saint Cloud/Roseville, Mn

-Supervised approximately 50 employees; oriented and trained staff.-Handled all aspects of inventory, scheduling, merchandising, loss prevention, personnel issues and payroll.-Recruited and interviewed associates for all levels in the store, including managerial.-Managed all daily functions of store activity to ensure customer satisfaction.