Work Preference
Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Language
Timeline
Generic
MEGAN DAY
Open To Work

MEGAN DAY

Work Preference

Desired Job Title

Independent Insurance AgentAppointment SetterAdministration Specialist

Work Type

Part TimeFull Time

Location Preference

Remote
Location: US
Open to relocation: Yes

Salary Range

$45000/yr - $200000/yr

Important To Me

Work from home optionWork-life balanceFlexible work hours4-day work week

Summary

Knowledgeable Health Benefits Agent with comprehensive background in insurance sales and client relationship management. Proven success in developing tailored insurance solutions and efficiently handling policy administration. Demonstrated skills in risk assessment and customer service excellence.


Overview

9
9
years of professional experience
1
1
Certification

Work History

Independent Insurance Agent

Independent
10.2024 - Current
  • Assisted clients in selecting appropriate insurance coverage based on individual needs
  • Educated customers on policy features, benefits, and claims processes
  • Processed new applications and policy renewals efficiently to maintain client satisfaction
  • Managed client inquiries and resolved issues through effective communication
  • Maintained accurate records of customer information and policy details
  • Built strong relationships with clients through consistent communication and excellent customer service.
  • Built relationships with clients using active listening and issue resolution to provide excellent service.
  • Participated in ongoing professional development activities, staying current with industry trends and regulatory changes affecting insurance products and services.
  • Conducted thorough policy reviews with existing clients, identifying gaps in coverage and offering additional protection options when necessary.
  • Expanded client base by actively prospecting for new business opportunities and generating referrals.

Appointment Setter

Walters Insurance
01.2023 - 09.2024
  • Managed appointment scheduling to optimize client engagement and satisfaction.
  • Developed effective communication strategies to convey service offerings clearly.
  • Coordinated with team members to streamline appointment-setting processes.
  • Utilized CRM software to track appointments and follow-ups efficiently.
  • Adapted quickly to changing schedules, ensuring timely client interactions.
  • Maintained accurate records of appointments and client communications for reporting purposes.
  • Received in-bound calls and initiated out-bound daily calls to introduce customers to products and services offered.
  • Addressed client inquiries and updated database information.
  • Demonstrated exceptional multitasking abilities by managing multiple calendars simultaneously while handling incoming calls from potential clients.
  • Confirmed appointments, communicated with clients, and updated client records.
  • Operated multi-line telephone system to answer and direct high volume of calls.
  • Helped office staff prepare reports and presentations for internal or client-related use.

Administration Specialist

Her Health at Washington Regional Medical Center
11.2016 - 01.2023
  • Coordinated patient scheduling to optimize clinic operations and enhance patient flow.
  • Boosted employee morale through regular recognition of achievements and fostering an inclusive work environment that values teamwork and collaboration.
  • Maintained an organized office environment with proper inventory management, ensuring that all supplies were readily available for staff use.
  • Ensured compliance with company policies through diligent monitoring of expense reports accuracy before submitting them for approval.
  • Implemented electronic health record systems, increasing accuracy in patient data management.
  • Assisted coworkers and staff members with special tasks on daily basis.

Education

High School Diploma -

Fayetteville Christian Schools
Fayetteville, AR

Skills

  • Service excellence

  • Qualified insurance specialist

  • Integrity in professional conduct

  • Sales quotation proficiency

  • Client communication skills

  • Evaluation of client specifications

  • Client relationship management

  • Efficient policy renewal processes

  • Health insurance expertise

  • Comprehensive insurance coverage knowledge

  • Insurance eligibility verification

Accomplishments

  • Employee of the Year
  • Licensed with multiple Insurance Carriers
  • Have my own Book of Business
  • Achieved personal goals with self driven motivation
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Documented and resolved customer issues which led to professional level of trust.
  • Conflict Resolution - Responsible for handling customer account inquiries, accurately providing information to ensure resolution of product/service complaints and customer satisfaction.
  • Customer Follow-up - Ensured that customers were satisfied with company products and services by doing purchase follow-up calls.
  • Telephone Service - Professionally processed 80+ calls per day, providing information and service to ensure customer satisfaction.

Certification


  • Certified Sr Benefits Specialist, Arkansas -2024-present
  • ACA or Marketplace Benefits, Arkansas-2024-present

Language

English
Native or Bilingual

Timeline

Independent Insurance Agent

Independent
10.2024 - Current

Appointment Setter

Walters Insurance
01.2023 - 09.2024

Administration Specialist

Her Health at Washington Regional Medical Center
11.2016 - 01.2023

High School Diploma -

Fayetteville Christian Schools

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