Overview
Work History
Education
Skills
References
Timeline
Generic

Sara Fisher

Saint Elizabeth

Overview

18
18
years of professional experience

Work History

Service Team/Account Manager

Luebbering Insurance
Jefferson City
01.2025 - Current
  • Managed client accounts and maintained accurate insurance records.
  • Assisted clients with policy inquiries and coverage options.
  • Processed policy renewals and changes efficiently.
  • Coordinated with underwriters to prepare and submit applications.
  • Tracked financial metrics such as premiums paid, claims filed.
  • Maintained accurate records of client accounts and policy information.
  • Developed strong relationships with clients through effective communication.

Customer Service Representative

Mid America Bank
St. Elizabeth
09.2019 - 12.2024
  • Assisted customers with account inquiries and transaction requests efficiently.
  • Resolved customer complaints by providing effective solutions and support.
  • Trained new staff on customer service protocols and system usage effectively.
  • Processed deposits, withdrawals, transfers, check cashing, loan payments, and other financial transactions for customers.
  • Provided assistance with opening new accounts such as savings or checking accounts.
  • Maintained current knowledge of bank products and services offered at branch location.
  • Responded to customer inquiries via phone, email, and in-person transactions.
  • Developed strong relationships with existing customers through regular follow-up calls.

Receptionist

Winter-Dent & Co
Jefferson City
03.2014 - 08.2019
  • Greeted clients and visitors warmly upon arrival at the insurance office.
  • Managed phone calls, directing inquiries to appropriate staff members efficiently.
  • Scheduled appointments for clients with insurance agents and specialists promptly.
  • Maintained organized client records and ensured confidentiality of sensitive information.
  • Processed incoming mail and documents for timely distribution among team members.
  • Assisted clients with basic insurance inquiries and provided necessary forms politely.
  • Coordinated office supplies and equipment maintenance to ensure smooth operations.

Lead Bank Teller

Hawthorn Bank
Jefferson City
03.2007 - 03.2014
  • Supervised daily cash handling and balanced cash drawers for accuracy.
  • Assisted customers with account inquiries and transaction processing efficiently.
  • Trained new tellers on operational procedures and customer service standards.
  • Processed deposits, withdrawals, and loan payments using banking software systems.
  • Managed customer transactions while ensuring compliance with bank policies.
  • Resolved customer issues promptly to maintain high satisfaction levels.
  • Collaborated with team members to improve service delivery and workflow efficiency.
  • Conducted regular audits of cash registers to identify discrepancies or issues.
  • Answered phone calls from customers seeking assistance with their accounts or services provided by the bank.

Education

High School Diploma -

Blair Oaks High School
Wardsville, MO
05-2006

Skills

  • Account management and policy processing
  • Insurance expertise
  • Financial tracking and reporting
  • Customer retention strategies
  • Relationship management

References

  • Ana Monroe - Diamond Pet Food - 573 694-1139
  • Mara Struemph - Farmer Companies - 573 616-5779

Timeline

Service Team/Account Manager

Luebbering Insurance
01.2025 - Current

Customer Service Representative

Mid America Bank
09.2019 - 12.2024

Receptionist

Winter-Dent & Co
03.2014 - 08.2019

Lead Bank Teller

Hawthorn Bank
03.2007 - 03.2014

High School Diploma -

Blair Oaks High School

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Sara Fisher