Sara Pawlik
Bakerstown,PA
Summary
Accomplished Account Executive with a proven track record in strategic planning and relationship building. Utilizes innovative approaches to drive business growth and operational excellence. Skilled in market trends analysis and decision-making, consistently achieving better business outcomes through innovative data analytics.
Professional leader with executive experience ready to drive impactful change. Proven ability to implement strategic initiatives and enhance operational performance. Valued for collaborative team leadership and adaptability to evolving business needs.
Pursuing full-time role that presents professional challenges and leverages interpersonal skills, effective time management, and problem-solving expertise.
Experienced leader with strong background in guiding teams, managing complex projects, and achieving strategic objectives. Excels in developing efficient processes, ensuring high standards, and aligning efforts with organizational goals. Known for collaborative approach and commitment to excellence.
Overview
18
18
years of professional experience
Work History
VP, Account Executive
Alliant Insurance Services, Inc.
02.2018 - Current
- Cultivated strong relationships with key stakeholders, including clients, carriers, and colleagues to promote collaboration and long-term success.
- Demonstrated proficient leadership skills to guide colleagues and build competent teams.
- Collaborated with senior management to develop strategic initiatives and long term goals.
- Implemented data analytics tools to drive data-driven decision-making across all levels of insurance programs, leading to better business outcomes.
- Analyzed industry trends and tracked marketing activities to inform decision making.
AVP, Account Manager Lead
Alliant Insurance Services, Inc.
02.2018 - 02.2023
- Managed projects efficiently, ensuring timely delivery and high-quality results.
- Developed and maintained strong relationships with clients, resulting in increased business opportunities.
- Improved customer satisfaction by streamlining processes and implementing new strategies.
- Established and placed successful programs focused on competitive insurance programs for all clients
- Conducted annual account reviews to identify areas for improvement and ensure continued success.
- Maintained compliance with industry regulations by implementing risk mitigation measures and maintaining accurate documentation.
AVP, Broker
Willis Towers Watson
02.2016 - 02.2018
- Developed strong relationships with clients, earning their trust and loyalty through consistent communication and portfolio updates.
- Provided exceptional customer service, addressing any concerns or questions from clients and markets promptly and professionally.
- Negotiated favorable terms for clients during transactions, maximizing their profits in both buying and selling scenarios.
- Answered inquiries and provided information to sales representatives, distributed appropriate paperwork, and fulfilled quote requests to deliver excellent customer support.
- Developed a reputation for integrity and ethical conduct within the brokerage community, leading to increased trust from clients and colleagues alike.
- Adapted quickly to changing market conditions, adjusting client strategies accordingly while maintaining open lines of communication throughout periods of uncertainty.
- Cultivated a wide network of professional contacts, increasing referral business and expanding client base over time.
- Maintained up-to-date knowledge of industry trends, ensuring that clients received the most accurate information to make informed decisions about their investments.
- Educated clients on various investment options, empowering them to make informed decisions about their financial futures.
- Arranged for inspections and surveys of sold properties.
- Fostered team environment that encouraged knowledge sharing and collaboration, leading to improved brokerage services.
- Streamlined brokerage operations to improve efficiency, implementing cutting-edge technology solutions for trade executions.
Assistant Broker
Willis Towers Watson
02.2015 - 02.2016
- Kept abreast of industry news, enabling informed discussions with clients about relevant events impacting their investments.
- Collaborated with colleagues to research new markets, expanding the firm''s reach and clientele base.
- Supported senior brokers in developing customized financial strategies tailored to individual client needs and goals.
- Contributed to increased team efficiency by streamlining internal processes for documentation and communication.
- Provided excellent customer service while handling inquiries about account balances, trade executions, or related paperwork issues.
Client Representative
Willis Towers Watson
06.2013 - 02.2015
- Developed strong relationships with clients by establishing trust and understanding their unique requirements.
- Conducted regular check-ins with clients to ensure satisfaction and proactively address potential issues.
- Resolved customer service inquiries that required research and interactions with carriers or agents.
- Played an active role in negotiations between clients and internal departments, leading to mutually beneficial agreements.
- Prepared renewals and client information presentations and assisted in preparing RFP responses.
- Provided comprehensive product knowledge to clients, enabling them to make informed decisions.
- Organized and participated in client meetings and presentations, showcasing insurance offerings effectively.
Senior Administrative Assistant
Marsh & McLennan
02.2009 - 02.2013
- Served as a reliable point of contact for both internal and external stakeholders, demonstrating strong problem-solving skills to address any issues that arose.
- Supported 7 Producers by preparing and updating documents, reports and spreadsheets, and in achieving their goals through proactive assistance with research, data analysis, and report preparation.
- Maintained professional calendar, and individual appointments for senior staff members.
- Acted as backup for other employees by providing support and adapting to requirements of department.
- Improved team productivity by effectively coordinating schedules, meetings, and travel arrangements for senior executives.
- Contributed to a positive work environment by fostering strong working relationships with colleagues across departments.
Administrative Assistant
Marsh & McLennan
10.2007 - 02.2009
- Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
- Maintained confidentiality of sensitive information by adhering to strict privacy policies and implementing secure filing systems.
- Delivered excellent customer service through prompt responses to colleague inquiries, addressing concerns effectively, and building strong relationships.
- Ensured accurate record-keeping with diligent data entry and database management for vital company information.
- Improved document organization with thorough file maintenance, archiving outdated records as necessary for efficient retrieval when needed.
- Collaborated on special projects as assigned by leadership, contributing research findings or coordinating event logistics as needed for success.
Education
Bachelor of Science - Business Communication
Robert Morris University
Coraopolis, PA06.2008
Skills
- Team leadership
- Relationship building
- Decision-making
- Critical thinking
- Strategic planning
- Complex Problem-solving
- Results-driven
- Training and mentoring
- Market trends and analysis
- Project management
Timeline
VP, Account Executive
Alliant Insurance Services, Inc.
02.2018 - Current
AVP, Account Manager Lead
Alliant Insurance Services, Inc.
02.2018 - 02.2023
AVP, Broker
Willis Towers Watson
02.2016 - 02.2018
Assistant Broker
Willis Towers Watson
02.2015 - 02.2016
Client Representative
Willis Towers Watson
06.2013 - 02.2015
Senior Administrative Assistant
Marsh & McLennan
02.2009 - 02.2013
Administrative Assistant
Marsh & McLennan
10.2007 - 02.2009
Bachelor of Science - Business Communication
Robert Morris University
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