Sarah Young
Gilbert,AZ
Summary
Professional Insurance Agent with track record of delivering client-focused solutions and driving positive outcomes. Adept at navigating complex policies, risk assessment, and customer relationship management. Strong team collaborator, adaptable to changing needs, and consistently reliable in achieving organizational goals. Skilled in sales strategies, policy analysis, and client advisory services.
Overview
11
11
years of professional experience
Work History
Insurance Agent
Agency Administrators Inc
Remote
03.2025 - Current
- Manage the quoting and issuance of new business and renewal policies for multiple insurance agencies throughout New England
- Conduct comprehensive policy reviews to identify coverage gaps and recommend tailored insurance solutions for existing policyholders
- Cross-sell additional insurance products, increasing agency revenue through bundling policies and expanding coverage
- Assist clients in understanding coverage options, enhancing decision-making on policy selections
- Lead training support for new agents on systems, processes, and compliance requirements
Insurance Agent
Allstate
Remote
07.2023 - 03.2025
- Consulted with inbound callers to identify coverage needs and successfully closed new policy sales
- Cross-sold insurance products to address clients' evolving coverage needs and consistently achieved company sales goals
- Recognized as a top-performing team member through consistent achievement of sales and service metrics
- Maintained accurate records of all transactions, ensuring compliance with company policies and regulatory requirements.
Insurance Agent
Liberty Mutual
Remote
05.2022 - 02.2023
- Converted inbound leads into auto, home, renters, and condo insurance policy sales, generating new business
- Cross-sold complementary insurance products to provide comprehensive coverage while increasing policy retention and premium growth
- Educated clients on policy features, deductibles, coverage limits, and available discounts to support informed purchasing decisions
- Maintained accurate client records and documented all customer interactions using CRM and agency management systems
Loan Partner
Neighborhood Loans
Chandler, AZ
08.2020 - 03.2022
- Supported Loan Officers throughout mortgage loan process from application to closing, ensuring smooth transactions.
- Collected, reviewed, and organized borrower documentation, including income, asset, employment, and credit verification, to streamline loan approvals.
- Maintained regular communication with borrowers, real estate agents, title companies, and third-party vendors to facilitate timely loan processing
- Facilitated timely loan processing by maintaining regular communication with borrowers, real estate agents, title companies, and third-party vendors.
Debt Consultant
Freedom Debt Relief
Tempe, AZ
01.2016 - 07.2020
- Consulted with clients to assess financial hardship and recommend customized debt relief solutions based on their individual circumstances
- Converted inbound and outbound leads into enrolled clients through consultative sales and needs-based financial education.
- Consistently exceeded monthly enrollment and sales goals while maintaining high compliance and customer satisfaction standards
Skills
- Licensed personal lines agent
- Cross-selling
- CRM software
- Customer service
- Professionalism and ethics
Timeline
Insurance Agent
Agency Administrators Inc
03.2025 - Current
Insurance Agent
Allstate
07.2023 - 03.2025
Insurance Agent
Liberty Mutual
05.2022 - 02.2023
Loan Partner
Neighborhood Loans
08.2020 - 03.2022
Debt Consultant
Freedom Debt Relief
01.2016 - 07.2020