Sara Shea

Senior Client Consultant at Borislow Insurance
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Contact Information
us****@****om
(386) 825-5501
Location
Methuen, Massachusetts, United States, US

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Experience

    • United States
    • Insurance
    • 1 - 100 Employee
    • Senior Client Consultant
      • Feb 2017 - Present

    • Benefit Analyst
      • Jun 2015 - Feb 2017

    • Assistant Client Consultant
      • Sep 2014 - Jun 2015

    • Administrator
      • Oct 2013 - Sep 2014

      • Binder preparation • Assembling Client Files – printing sold plans, summaries, etc. for newly sold lines, groups and renewals • Preparing enrollment & demographic reports • Preparing client benchmarking reports • Requesting Schedule A’s from the carriers • Requesting small group census for other vendors and prepare enrollment demo information • iPad setup for client meetings • Assisting with peer reviewing • Prepare Publisher items for new business/renewal groups and… Show more • Binder preparation • Assembling Client Files – printing sold plans, summaries, etc. for newly sold lines, groups and renewals • Preparing enrollment & demographic reports • Preparing client benchmarking reports • Requesting Schedule A’s from the carriers • Requesting small group census for other vendors and prepare enrollment demo information • iPad setup for client meetings • Assisting with peer reviewing • Prepare Publisher items for new business/renewal groups and completing the shell • Run small group rates

    • Appliances, Electrical, and Electronics Manufacturing
    • 1 - 100 Employee
    • Business Manager
      • Jun 2011 - Sep 2013

      Maintain personnel records and supervise personnel staff. Responsible for creating positive relationships with all clients, vendors and staff; solving problems and anticipating needs. Plan, organize and direct business functions; establish and maintain accounting procedures, fiscal reporting requirements and budget programs. Analyze expenditures and other financial data; prepare monthly operating reports, financial statements, schedules, and statistical data. Maintain accounting… Show more Maintain personnel records and supervise personnel staff. Responsible for creating positive relationships with all clients, vendors and staff; solving problems and anticipating needs. Plan, organize and direct business functions; establish and maintain accounting procedures, fiscal reporting requirements and budget programs. Analyze expenditures and other financial data; prepare monthly operating reports, financial statements, schedules, and statistical data. Maintain accounting records; responsible for preparation of payroll, completion of various business reports and payment of invoices and other expense vouchers. Process requisitions for supplies, materials and equipment; conduct inventory and maintain records of business property. Co-sign checks and vouchers concerning purchase orders, travel expenses, vendor claims and other expenditures. Show less Maintain personnel records and supervise personnel staff. Responsible for creating positive relationships with all clients, vendors and staff; solving problems and anticipating needs. Plan, organize and direct business functions; establish and maintain accounting procedures, fiscal reporting requirements and budget programs. Analyze expenditures and other financial data; prepare monthly operating reports, financial statements, schedules, and statistical data. Maintain accounting… Show more Maintain personnel records and supervise personnel staff. Responsible for creating positive relationships with all clients, vendors and staff; solving problems and anticipating needs. Plan, organize and direct business functions; establish and maintain accounting procedures, fiscal reporting requirements and budget programs. Analyze expenditures and other financial data; prepare monthly operating reports, financial statements, schedules, and statistical data. Maintain accounting records; responsible for preparation of payroll, completion of various business reports and payment of invoices and other expense vouchers. Process requisitions for supplies, materials and equipment; conduct inventory and maintain records of business property. Co-sign checks and vouchers concerning purchase orders, travel expenses, vendor claims and other expenditures. Show less

    • Lead Counselor/Case Manager
      • Nov 2001 - Mar 2009

      Supervised program staff and students in frequent absence of program coordinator. Responsible for all case management functions with program participants: Verify eligibility, complete application and all relevant paperwork in a timely manner, complete employability plans, assist with finding childcare, housing, health and welfare problems, assist participants with overcoming barriers, which keep them from succeeding with program goals. Responsible for recruiting half of monthly program… Show more Supervised program staff and students in frequent absence of program coordinator. Responsible for all case management functions with program participants: Verify eligibility, complete application and all relevant paperwork in a timely manner, complete employability plans, assist with finding childcare, housing, health and welfare problems, assist participants with overcoming barriers, which keep them from succeeding with program goals. Responsible for recruiting half of monthly program recruitment goals. Responsible for conducting strategic marketing activities to attract new applicants. Responsible for conducting individual and group counseling on topics including, but not limited to; drug abuse prevention, domestic violence, nutrition, mental health issues, health education, parenting and nutrition. Responsible for completing all necessary paperwork including affidavits, ESP-16’s, and proof positive outcomes in a timely manner. Responsible for keeping all participants files updated as directed by Department of Transitional Assistance regulations.

    • Job Developer/Recruiter
      • May 2001 - Nov 2001

      Established and maintained contacts with employers and training centers within the Greater Boston Area. Responsible for attending and participating in the Cambridge Job Consortium. Responsible for assisting participants in obtaining gainful employment post-GED. Responsible for establishing and maintaining participant recruitment contacts with area Transitional Assistance offices, WIC offices, and area child welfare organizations.

    • United States
    • Non-profit Organizations
    • Activities Director
      • May 2000 - Sep 2000

      Provided a full-time activity program which encourages resident socialization, improves daily living skills, increase physical activity and education. Conducted and coordinated social activities, prepared monthly calendar and organized monthly resident council meetings. Coordinated individual resident programs and prepared monthly newsletters. Coordinated special events for residents and their families. Provided a full-time activity program which encourages resident socialization, improves daily living skills, increase physical activity and education. Conducted and coordinated social activities, prepared monthly calendar and organized monthly resident council meetings. Coordinated individual resident programs and prepared monthly newsletters. Coordinated special events for residents and their families.

Education

  • Boston University
    Bachelor of Science, Rehabilitation and Human Services
    1997 - 2001
  • Presentation Of Mary Academy
    High School Diploma
    1993 - 1997

Community

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