Sarah Goryuk

Experience

• 

  LD&B Insurance and Financial Services

  May 2011 - now

  My primary role is to assist the CEO and the Board of Directors at LD&B, which includes helping with board projects, compiling reports, and a variety of other special assignments. In addition to assisting the firm's c-level, I manage the firm's email marketing program and our social media account, assist in training and on-boarding of new employees, submit advertising material to our compliance office, manage logistics for firm seminars/events, create marketing materials, and assist with logistics related to acquisitions and mergers. Show less My main responsibility was managing downloading policy transaction into our agency management system and monitoring workflow compliance. I verified automated data transactions and preform quality review for accounts. For new Commercial Lines employees, I served as the trainer on workflow procedures and usage of Applied Systems, the agency management system.I also assisted on special projects: - Updated and revised the Commercial Lines Workflow Manual with a focus on efficiency and paperless workflows- Developed and implemented procedures for commercial policy download with Erie Insurance, eliminating the majority of paper processing. - Developed procedures for a renewal review checklist letter for the Special Accounts Unit- Researched and initiated and currently manage our Constant Contact account with Email Marketing and EventSpot- Served as liaison between the firm and web developers during main website revision and revised web content Show less I was responsible for servicing and writing policies for small business accounts, including making policy reviews for clients via phone call or in office appointments.Aside from my own book of business, I worked within a three person team on larger accounts. My responsibilities included handling all paperwork processing, additional servicing work for accounts, preparing client policy binders, and scheduling appointments for producer with clients. I also substituted for the front desk receptionist, as needed. Tasks included using a multi-line phone system, greeting customers, taking customer payments, reconciling end of day payments, creating the morning deposit and sorting and distributing incoming mail. Show less

  • Office Assistant

    Mar 2017 - now

  • Executive Assistant

    Jul 2014 - Feb 2017

  • Comercial Lines Administrator

    May 2013 - Jul 2015

  • Commercial Lines Account Manager

    May 2011 - May 2013