Customer Relationship Specialist & Client Support

SARAH WHEATCROFT

*** ********** *** ****** • Ponte Vedra, FL 32081 • 434-***-**** • **********@*****.***

CUSTOMER RELATIONSHIP SPECIALIST CLIENT SUPPORT INSURANCE DIGITAL MARKETING

PROFESSIONAL SUMMARY

Customer-focused professional with experience in life insurance, client relationship management, digital marketing, and customer communications. Skilled at building strong relationships, managing leads and follow-up, explaining complex information clearly, and maintaining organized client workflows. Known for providing warm, professional service and effectively managing multiple priorities in fast-paced, independent work environments. Proficient in digital communication, CRM systems, social media platforms, and business productivity tools.

CORE COMPETENCIES

• Customer Service & Client Support

• Client Relationship Management

• Lead Management & Follow-Up

• Phone & Written Communication

• Appointment Scheduling

• Problem Solving & Issue Resolution

• Data Entry & Documentation

• Customer Retention & Relationship Building

• Digital Marketing & Social Media

• Canva & Content Creation

• Facebook & Instagram Advertising

• Google Workspace & Microsoft Office

• CRM & Client Management Systems

• Time Management & Organization

PROFESSIONAL EXPERIENCE

PROFESSIONAL EXPERIENCE

LIFE INSURANCE BROKER SYMMETRY FINANCIAL GROUP 2022–2026

• Guided prospective and existing clients through life insurance products, application processes, and policy information.

• Built and maintained strong client relationships through responsive communication, personalized service, and consistent follow-up.

• Explained complex insurance concepts and policy details clearly to help clients understand their options.

• Managed leads, appointments, client documentation, and CRM updates while maintaining accurate and organized records.

• Worked part-time from 2024–2026 to focus on raising and supporting my children while continuing to serve clients.

NETWORK MARKETING GREEN COMPASS GLOBAL & SAVVI CLOTHING BRAND 2017–2024

• Built and maintained customer and prospect relationships through social media, email, and direct communication.

• Created branded marketing materials, graphics, and promotional content using Canva.

• Managed Facebook and Instagram advertising campaigns to generate leads, increase brand awareness, and drive customer engagement.

• Responded to customer inquiries, managed follow-up activities, and handled day-to-day customer service and administrative responsibilities.

• Independently managed business activities, lead generation, marketing, and relationship-building.

TRAVEL / FAMILY 2012–2017

• Traveled with my husband for his work while managing household responsibilities and family logistics.

• Became a stay-at-home mom in 2014 to focus on raising and caring for my children.

EDUCATION

High School Diploma

Completed Two Years of College

TECHNOLOGY

Canva • Facebook • Instagram • Google Workspace • Microsoft Office • Zoom • CRM & Client Management Systems • Digital Communication Tools

ADDITIONAL STRENGTHS

Warm and professional communicator • Customer-focused • Patient and empathetic • Quick learner • Self-motivated • Highly organized • Detail-oriented • Strong follow-through • Adaptable • Comfortable working independently

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