My role at Mosaic Financial Associates is providing support to clients during every step of the disability, life, and long term care insurance process. Although some may find it hard to believe, I actually enjoy completing forms and reading through insurance policy details and contracts. My previous work experience was in the semiconductor industry.
I am always willing to go above and beyond to serve our clients and continually seek new ways to make the insurance process easier. That might mean anything from accommodating a resident’s grueling schedule to completing parts of the paperwork for them. I find it’s small details like these that can make a big difference.
Little things, like sending insurance packets fully highlighted, with signature lines tabbed and return envelopes included, allows clients to finish the forms quickly and easily. Guiding clients as they apply for coverage, change or maintain their policies, and staying on top of benefit offers and deadlines is very rewarding as I can see the peace of mind it brings our clients to know they are in good hands.
My favorite thing about working at Mosaic is our client relationships. I love that we regularly receive baby and wedding announcements to hang on the office refrigerator. We also assist clients with the financial and insurance details of less enjoyable life events such as collecting the death benefit of a loved one, disability claims and divorce.
Our clients are an extension of our office family. We’re all excited to hear about your new home purchase, celebrate your retirement, or hear about your latest trip around the world. Anthony describes our insurance division as Family and Income Protection and that’s how I view my job. I’m helping you protect your family, income, and future.
When away from the office I spend time with my family enjoying the Arizona sunshine, volunteering at a local nonprofit, and continuing my education.
*Sarah Sanner is not affiliated with NEXT Financial Group, Inc.