Sarah Burger
Client Success Manager @New York Life
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WORK HISTORY
Client Success Manager @New York Life
Oversee and streamline daily workflow and team coordination to ensure smooth operations across all agents.Manage and execute client-facing events, including educational seminars, appreciation gatherings, and networking opportunities.Conduct and coordinate outbound calls and follow-ups to support client satisfaction, appointment setting, and campaign outreach.Organize and facilitate webinars, ensuring seamless registration, follow-up communication, and post-event analysis.Act as the point of contact for client inquiries, ensuring a high standard of responsiveness and service.Support marketing initiatives and campaigns in collaboration with the agents and leadership team.Track metrics and feedback to enhance service delivery and client experience.
EDUCATION
University of North Texas
Bachelor of Arts - BA, Theatre/Theatre Arts Management
SKILLS
ABOUT SARAH BURGER
At New York Life, I serve as a Client Success Agent, supporting a dedicated team of financial professionals by ensuring each client feels seen, supported, and well-informed. My role focuses on enhancing the client experience, drawing from a strong background in guest relations and health insurance to help deliver personalized and meaningful service.Working alongside our team of agents, I help implement tailored insurance and financial strategies that promote peace of mind and long-term security. My foundation in hospitality and client care allows me to anticipate needs and foster strong, lasting connections. I’m committed to creating a seamless, empowering journey for every client—one built on trust, transparency, and thoughtful support.
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