Case Design
717-435-8144 x1011
sara@kbmconsultingllc.com
Sara Manninen joined KBM Consulting in 2020 as a Case Design Consultant. Sara has over 20 years of experience in the life insurance industry. She has extensive experience in case design, client services and case management which gives her a unique perspective of the stages of the life insurance process.
Given Sara’s expertise, she plays a pivotal role with ensuring a seamless and efficient process for KBM’s clients. This allows her to anticipate potential challenges and address them proactively, minimizing delays and ensuring a smooth underwriting process and experience for clients. Sara has dedicated herself to understanding the specific requirements and preferences of each client. She is able to tailor her approach to meet their individual needs effectively. Sara’s commitment to delivering exceptional service ensures that clients not only feel supported but also confident in the decisions they make regarding their life insurance.
She supports KBM’s clientele and advisors in restructuring existing policies, diversifying, and proposing new coverage. In addition, she is proficient in making recommendations for clients and prospects regarding planning goals and objectives. She develops customized life insurance solutions by determining the best products, riders, and premium schedule for each individual need. Sara stays up to date on carrier changes, product improvements and overall market trends. Her multifaceted expertise in case management, client service, and case design makes her an invaluable asset to KBM Consulting.
Previously, Sara served as Senior Account Manager and Case Designer for an M Financial Group firm and as a Billing Research Auditor for one of the largest telecommunications companies in the nation.
Sara has a Bachelor of Science degree in Finance with an Emphasis on Financial Services and holds her life insurance license in the state of Hawaii.
Sara enjoys spending time with her husband, Mike, and her extended Ohana (family) of racers. She drag races monthly in her 1998 Saleen Mustang with her husband at Maui Raceway Park. To unwind, she loves walks on the beaches of Maui which she calls home.