Sarah Carpenter Email & Phone Number

Vacaville, Ca, Us

Vacaville, Ca, Us

Walnut Creek, California, Us

Walnut Creek, Ca, Us

• Provided Administrative Support to Insurance Agents and Insurance Companies.• Worked with both Commercial and Personal Lines Carriers, admitted and non‐admitted.• Assisted Agents prequalify hard to place risks with various insurance carriers.• Efficiently and professionally worked high volume, incoming phone calls and online live chats.• Provided and took pride in providing excellent customer service in all aspects.• Responded to and/or delegated a heavy volume of daily incoming email inquiries.• Responsible for the company’s “Admin Email Inbox” for all general emails.• Specialist on a variety of products and online processing systems.• Trained customers and teammates on a variety of online processing systems and products.• Assisted Agents with quoting, binding, billing, obtaining policy documents and policy changes.• Processed policy changes and cancellations.• Attended training sessions, courses, weekly meetings, etc. to maintain up‐to‐date skills and carrier information.• Worked with a multi‐line telephone system, online chat program, Outlook, Excel, Word, PDF and agency management programs on a daily basis.• Other duties as needed.

- Provide Administrative Support to the Owner and sales Professionals as needed.- Responsible for the servicing and maintenance of multiple key accounts.- Provide oversight, direction, and training to Support Staff.- Data entry and updating of customer files in the system database.- Prepare and modify documents including proposals, correspondence, insurance forms, and marketing materials.- Greet visitors and announce their arrival to appropriate staff. - Answer, screen, and transfer inbound phone calls on a multi-line telephone system.- Process incoming and outgoing mail.

- Provided administrative support to the legal court reporting professionals and attorneys as needed.- Typed various legal documents and correspondences.- Answered and directed incoming calls.- Scheduled and confirmed appointments.- Document management/filing.- Processed incoming and outgoing mail.