Business Operations & Client Relations Executive

Sarah Davis *

SARAH DAVIS

BUSINESS OPERATIONS CLIENT RELATIONS EXECUTIVE SUPPORT

Live Oak, CA 530-***-**** ***********@***.***

PROFESSIONAL SUMMARY

Business operations and client relations professional with 20+ years of experience supporting executives, managing complex workflows, supervising teams, and keeping fast-moving operations organized. Licensed insurance broker and independent business owner who manages the full client lifecycle - from prospecting and sales through applications, underwriting, carrier coordination, policy placement, service, and retention. Experienced across technology, consulting, government, distribution, and financial services environments. Known for taking ownership, solving problems, communicating clearly, and making sure things get done.

CORE SKILLS

Business Operations • Client Relationship Management • CRM & Workflow Management • Executive Support • Case & Application Management • Sales & Account Management • Process Improvement • Team Supervision • Payroll & HR Coordination • Scheduling & Calendar Management • Microsoft Office • Bookkeeping / AR & AP PROFESSIONAL EXPERIENCE

INDEPENDENT INSURANCE BROKER / BUSINESS OWNER 10/2021 - Present Soteria Financial Group / Family First Life Live Oak, CA

• Run day-to-day business operations while managing sales, client service, case management, follow-up, and ongoing policy support.

• Manage the full client lifecycle from lead contact and needs assessment through carrier selection, application submission, underwriting, placement, and post-sale service.

• Use CRM systems, including Zoho, and organized workflows to track leads, clients, applications, outstanding requirements, follow-ups, renewals, and active cases.

• Coordinate directly with insurance carriers, underwriting teams, contracting and commission departments to resolve issues, obtain status updates, and keep cases moving.

• Build and maintain client relationships through consistent communication, education, problem-solving, and personalized service; previously achieved 97% client retention.

• Independently manage competing deadlines, confidential financial and medical information, escalations, and client expectations in a highly regulated environment.

EMPLOYMENT PROGRAM REPRESENTATIVE 07/2021 - 07/2022 State of California, Employment Development Department Sacramento, CA

• Determined claimant eligibility for Unemployment Insurance, conducted fact-finding interviews, and processed claims.

• Handled a high volume of claimant inquiries while explaining policies and procedures and protecting confidential information.

EXECUTIVE ASSISTANT TO THE SHERIFF 02/2015 - 03/2021 Sutter County Sheriff's Office Yuba City, CA

• Provided executive-level support to the Sheriff and executive staff in a fast-paced public safety environment.

• Supervised the departmental payroll team and reviewed, verified, entered, and processed payroll data for accuracy.

• Prepared reports, correspondence, newsletters, manuals, grants, charts, claims, meeting minutes, and other departmental materials.

• Oversaw training related to HR, payroll, and office policies; assisted with departmental policies and procedures; tracked technical and administrative projects.

• Maintained confidential files and records, served as a liaison between executive staff and employees, and administered social and public media communications.

DISTRIBUTION CENTER ADMINISTRATOR 04/2013 - 02/2015 The Coca-Cola Company Marysville, CA

• Supervised office staff and coordinated daily administrative operations for the distribution center.

• Processed payroll for multiple departments and served as new-hire coordinator and HR point of contact.

• Managed driver documentation, proof-of-delivery records, orders, deliveries, returns, credits, donations, invoicing, and customer service issues.

Sarah Davis 2

EXECUTIVE ASSISTANT 03/2007 - 02/2011

Trigger Consulting - Software Consulting San Francisco, CA

• Managed the CEO's business and personal calendars, appointments, meetings, travel, correspondence, and special projects.

• Handled bookkeeping using AccountEdge, including accounts receivable, accounts payable, petty cash, expense reimbursements, banking functions, government remittances, and executive expense reconciliation.

• Implemented a new filing system and records database, handled highly confidential information with discretion, and coordinated multiple office and residential relocations. ADMINISTRATIVE ASSISTANT 03/2004 - 07/2005

Rapt Technologies San Francisco, CA

• Supported executive staff and the marketing, sales, HR, and engineering teams in a technology startup environment.

• Coordinated executive and employee travel, prepared memos, letters, spreadsheets and other business documents, and maintained office records and daily administrative operations.

• Managed office communications, mail and parcel needs, supplies, and employee functions and events. ADDITIONAL SYSTEMS EXPERIENCE

Zoho CRM • Microsoft Office • AccountEdge • AS/400 and enterprise/business systems • Records and database management • Payroll and administrative systems

EDUCATION & CREDENTIALS

Associate of Arts, Social and Behavioral Science Yuba Community College May 2018 California Life, Accident & Health Insurance License Issued September 2021

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