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, MO05-2006
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