Sarah Casey

Experience

• 

  Herbal Magic

  Jan 2001 - Jun 2008

  Franchise Business Manager

  Travelled across Canada to various Franchised locations to perform the following duties as a corporate representative:•Analyze franchisee locations by appearances, procedures, sales results and customer relations.•Develop action plans and provide necessary tools to franchisees in order to increase center sales, client experiences, and overall profits for franchise locations•Partake in sales meetings such as conferences, seminars, and trade shows•Utilize sales and marketing techniques and present them to the franchisees in order to help them achieve desired results•Acquire knowledge of all franchise operations, including but not limited to client results, franchisee revenues, closing sales ratios and marketing •Provide reports on center results to superiors. Show less

• 

  AXA

  May 2011 - Sept 2011

  Underwriting Assistant

  This role was focused on supporting and assisting commercial lines underwriters with providing maximum broker satisfaction whenever contact was made with brokers. Focus was primarily on commercial automobile accounts. Support the team on meeting production goals and targets.Some of the duties included:•Assist the commercial underwriting team with processing of documents including providing administrative and clerical support for underwriters.•Data entry onto the system.•Filing, faxing and photocopying underwriting materials.•Processing loss control reports and other assigned duties. Show less

• 

  Preferred Insurance Group

  Jun 2012 - Oct 2015

  Commercial & Personal Lines Account Manager/ Procedures Developement

  Personal & Commercial Lines Account Manager•gathering information from clients to assess their insurance needs and evaluating their risks•researching policies from a number of insurance companies, comparing features, level of cover and price•arranging insurance cover for clients, submitting details to insurers•negotiating with insurers for policies at the best terms•renewing or changing existing policies•ensuring cover and documentation meets legal and regulatory requirements•collecting insurance premiums and processing accounts•inputting data to a computer system, issuing documentation and keeping detailed records•preparing reports for insurance underwriters and surveyors, in complex cases.Procedures Development • Manage, review, coordinate and publish new policies and procedures for all departments.• Establish policy standards; monitor documents to ensure policy standards are consistently applied.• Evaluate the effectiveness of existing policies and procedures, initiate enhancements as identified.• Develop written policy and procedure updates and communicate to all departments.• Determine the impact of introducing new or revised policies, procedures and standards to existing business processes.Compliance Management• Conduct periodic internal reviews or audits to ensure that compliance procedures are followed.• Conduct internal investigation of compliance issues.• Identify compliance issues that require follow-up or investigation.• Disseminate written policies and procedures related to compliance activities. Show less

• 

  Selectpath Insurance

  Feb 2016 - now

  Personal Lines Customer Service Broker & Sales•provide ongoing policy service to existing clients•gathering information from clients to assess their insurance needs and to provide required information for insurers •reviewing policies from a number of insurance companies, comparing features, level of cover and price•Cross selling policies to existing clients •arranging insurance cover for new clients•renewing or changing existing policies•ensuring cover and documentation meets legal and regulatory requirements•collecting insurance premiums and processing accounts•inputting data to a computer system, issuing documentation and keeping detailed records Show less

  • Customer Service Broker

    Jun 2021 - now

  • Personal Lines Customer Service and Sales Insurance Broker

    Feb 2016 - now