Sarah Davis

• Portfolio $80m
• Retention
• Rate
• Assisted in daily operations, ensuring smooth workflow and adherence to company policies.
• Supported team members in executing routine tasks efficiently and accurately.
• Learned software tools for project tracking and task management, enhancing productivity.
• Collaborated with peers to identify process improvements and optimize resource allocation.
• Engaged in training sessions to develop skills in team leadership and management principles.
• Contributed to team meetings by sharing insights on operational challenges and solutions.
• Adapted quickly to changing priorities, demonstrating flexibility in a fast-paced environment.
• Maintained organized documentation for projects, facilitating easy access for team members.
• Managed and motivated employees to be productive and engaged in work.
• Accomplished multiple tasks within established timeframes.
• Maintained professional, organized, and safe environment for employees and patrons.
• Enhanced customer satisfaction by resolving disputes promptly, maintaining open lines of communication, and ensuring high-quality service delivery.
• Resolved staff member conflicts, actively listening to concerns and finding appropriate middle ground.
• Maximized performance by monitoring daily activities and mentoring team members.
• Cross-trained existing employees to maximize team agility and performance.
• Controlled costs to keep business operating within budget and increase profits.
• Developed and maintained relationships with customers and suppliers through account development.

• Led cross-functional teams to streamline claims processing and enhance customer satisfaction.
• Developed strategic initiatives to improve operational efficiency and reduce processing times.
• Mentored junior staff, fostering skill development and promoting a collaborative team environment.
• Analyzed market trends to inform product development and underwriting strategies.

• Self-motivated, with a strong sense of personal responsibility.
• Worked effectively in fast-paced environments.
• Skilled at working independently and collaboratively in a team environment.
• Proven ability to learn quickly and adapt to new situations.

• Excellent communication skills, both verbal and written.
• Worked well in a team setting, providing support and guidance.
• Demonstrated respect, friendliness and willingness to help wherever needed.
• Assisted with day-to-day operations, working efficiently and productively with all team members.
• Underwrite new and renewal business, analyze risks, and apply appropriate pricing structures
• Achieve or exceed growth and profit targets, supporting branch and business unit objectives
• Develop and implement business development strategies to drive renewal rates and generate new business
• Manage broker relationships, conduct training and presentations, and participate in joint business development activities
• Monitor underwriting results, claims activity, and premium/loss trends
• Maintain open communication with internal departments and provide feedback for process improvements

• Managed a portfolio of corporate accounts, ensuring high-quality customer service
• Developed complex insurance placements in Australia and the UK
• Coordinated and developed staff, managed performance, and implemented account retention strategies
• Maintained client and insurer relationships, monitored claims, and ensured compliance with legislation

Serviced small to medium clients, managed daily account activities, and negotiated best terms for clients

Provided administrative and technical support, produced policy documentation, and maintained client data

Underwrote proposals, prepared quotations and renewals, and responded to broker queries