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Sarah RASNER

@sarahrasner

Client Manager at Marsh McLennan managing Personal Lines accounts, from remarketing and renewals to client risk recommendations.

United States

Message

At Marsh McLennan, I manage Personal Lines accounts, handling remarketing, new business, and renewals. I gather client and risk information, recommend risk management options, and prepare proposals with Account Managers and Producers.

Previously, I wrote and cross-sold insurance at Hudson Insurance Group, where I also underwrote new accounts and supported claims handling. At Nicholson & Associates, I managed a staff of 18 and oversaw day-to-day office operations.

Experience

Work history, roles, and key accomplishments

Current

Client Manager

Current

Marsh McLennan

Aug 2021 - Present (5 years 2 months)

Manage a book of Personal Lines accounts end to end, including remarketing, new business, and renewals. Build and present proposals, conduct renewal reviews, and serve as the primary point of contact for client and carrier inquiries.

Account Management Personal Lines Remarketing New Business Development Renewals Endorsement Billing Epic Customer Relationship Management Risk Assessment

Insurance Agent

Hudson Insurance Group

May 2019 - Aug 2021 (2 years 3 months)

Wrote new business and cross-sold additional coverage by building trust with existing agency clients. Processed high-volume payments and policy endorsements, and supported claims handling as the agency's claims specialist.

New Business Development Cross Selling Payment Processing Policy Change Endorsements Claims Handling Underwriting Prospecting Sales

Customer Service Rep

The Summit Group of Oregon

May 2018 - Nov 2019 (1 year 6 months)

Generated new business through daily outbound prospecting while maintaining accurate sales tracking. Delivered high-volume customer service and payment processing, and cross-sold additional coverage to existing clients.

Customer Service Outbound Prospecting Sales Tracking Payment Processing Policy Change Endorsements Cross Selling Retention

Personal Lines Agent / Office Mgr

Nicholson & Associates

Dec 2013 - Apr 2018 (4 years 4 months)

Managed a staff of 18 employees while overseeing day-to-day office operations. Developed leads, scheduled client appointments, and assisted clients with coverage, policy changes, and billing questions.

Team Management Office Operations Lead Generation Client Services Billing Accounting Reports Cash Management

Insurance Account Representative

State Farm Insurance

Sep 2009 - Dec 2013 (4 years 3 months)

Delivered prompt, accurate service on insurance availability, eligibility, coverage, and billing questions. Prepared policy forms, processed endorsements and payments, and built client relationships through proactive networking.

Customer Service Policy Form Drafting Endorsement Payment Processing Networking Client Relations