Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Megan Dop

Ackworth,IA

Summary

Dynamic Account Representative with extensive experience in customer service. Highly organized professional establishes relationships with customers. Stays calm under pressure.

Overview

8
8
years of professional experience
1
1
Certification

Work History

Account Representative

Chad Kuehl Insurance Agency
11.2021 - Current
  • Boosted client satisfaction by maintaining excellent communication and promptly addressing concerns.
  • Exceeded sales targets through consistent follow-ups and relationship-building with clients.
  • Expanded customer base by conducting market research and identifying potential leads.
  • Streamlined account management processes to improve efficiency and reduce errors.
  • Implemented strategies for upselling and cross-selling products, resulting in increased revenue from existing customers.
  • Retained high-value clients by providing exceptional support and personalized service.
  • Collaborated with other departments to address customer needs and service requests.
  • Analyzed accounts for delinquencies and other ongoing issues.
  • Processed client payments and updated accounts.

Retirement Services Specialist

Principal Financial Services
07.2021 - 11.2021
  • Enhanced client satisfaction by efficiently addressing inquiries and resolving retirement plan issues.
  • Streamlined processes for better customer service, implementing effective communication strategies with clients.
  • Assisted clients in navigating complex retirement plans, simplifying information for easier decisionmaking.
  • Reduced processing time by meticulously reviewing and updating client records on a regular basis.
  • Educated clients on available options, empowering them to make informed decisions regarding their retirement planning.
  • Contributed to team success by consistently meeting or exceeding performance goals and expectations in the Retirement Services Specialist role.
  • Provided exceptional support during annual enrollment periods, assisting clients in making necessary changes or updates to their plans.

Benefits Specialist

Plumbers & Steamfitters Local 33
11.2018 - 12.2020
  • Streamlined benefits administration processes for improved efficiency and reduced errors.
  • Enhanced understanding of benefit offerings with effective communication materials and presentations.
  • Conducted annual open enrollment sessions to ensure employees were well-informed about their options and plan changes.
  • Assisted in resolving complex benefits issues, leading to increased employee satisfaction and retention rates.
  • Maintained compliance with federal regulations regarding FMLA, ADA, and other relevant laws governing employee benefits.
  • Coordinated wellness programs that contributed to healthier work environments and increased productivity levels among staff members.
  • Processed employee life event changes, ensuring timely updates to benefits and coverage for qualifying events such as marriage or the birth of a child.
  • Resolved issues and inquiries from plan participants regarding health and welfare benefits and deductions through telephone, email, and in-person interactions.
  • Reviewed and analyzed claims to ensure accuracy, completeness, and compliance with company policies.
  • Managed high volume of claims, prioritizing tasks to meet deadlines without sacrificing quality.
  • Evaluated disability claims for eligibility, ensuring accurate and timely processing of applications.
  • Collaborated with medical professionals to gather pertinent information for accurate decision-making on disability claims.

Account Representative

Chad Kuehl Insurance Agency
10.2015 - 11.2018
  • Boosted client satisfaction by maintaining excellent communication and promptly addressing concerns.
  • Exceeded sales targets through consistent follow-ups and relationship-building with clients.
  • Expanded customer base by conducting market research and identifying potential leads.
  • Streamlined account management processes to improve efficiency and reduce errors.
  • Implemented strategies for upselling and cross-selling products, resulting in increased revenue from existing customers.
  • Retained high-value clients by providing exceptional support and personalized service.
  • Collaborated with other departments to address customer needs and service requests.
  • Analyzed accounts for delinquencies and other ongoing issues.
  • Processed client payments and updated accounts.

Education

No Degree - Criminal Justice

Des Moines Area Community College
Ankeny, IA

High School Diploma -

North Polk High School
Alleman, IA
05.2003

Skills

  • Department Collaboration
  • Document Management
  • Document Control
  • Customer Relationship Management
  • Data Tracking
  • Account Management
  • Account Reconciliation
  • Customer Engagement
  • Goal-oriented
  • Attention to detail

Certification

Iowa Licensed Insurance Agent- Property, Casualty, Life & Health

Timeline

Account Representative

Chad Kuehl Insurance Agency
11.2021 - Current

Retirement Services Specialist

Principal Financial Services
07.2021 - 11.2021

Benefits Specialist

Plumbers & Steamfitters Local 33
11.2018 - 12.2020

Account Representative

Chad Kuehl Insurance Agency
10.2015 - 11.2018

No Degree - Criminal Justice

Des Moines Area Community College

High School Diploma -

North Polk High School

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Megan Dop