MEGAN ELEESON
Summary
With over 16 years of experience in the ever-changing and challenging insurance industry, I am customer-focused, with extensive knowledge in policy management and compliance. My main goal is to deliver exceptional service and foster long-lasting client partnerships. I am eager to find my long-term workplace home.
Overview
17
17
years of professional experience
Work History
Insurance Producer
TWFG
Royse City
03.2025 - Current
- Utilize Evo, EZlynx, and Insuredmine for efficient quoting and communication.
- Enhance customer relationships through Texas insurance expertise.
- Drive sales growth by cross-selling auto, home, and commercial policies.
- Leverage Microsoft Office for streamlined sales processes.
- Achieve measurable results in customer satisfaction and retention.
- Cultivated client relationships to boost policy renewals, resulting in increased client retention and enhanced revenue growth.
Sales Agent/Customer Service Manager
Allstate
Rockwall, Texas
03.2013 - 04.2021
- Worked directly under several agent owners and other insurance industries
- Acquired strong sales skills
- Customer Service management
- Assistant Sales Management
- Agency management skills
- Cold calling
- Ran retention book of business for two offices consecutively
- Resolution specialist
- Peak retention averaged at 97% and individual sales at peak at 40k for one month
Claims Adjuster
GEICO
Addison, Texas
04.2008 - 03.2013
- Maintained licenses Texas, New Mexico, Oklahoma and Wyoming
- Processed and evaluated insurance claims for accuracy and compliance with policy guidelines.
- Conducted thorough investigations of claims to determine validity and prevent fraud.
- Communicated with policyholders and claimants to gather necessary documentation and clarify information.
- Reviewed and analyzed loss reports to determine compensation amount and settlement options.
- Trained and mentored junior claims adjusters on best practices and effective case handling.
- Maintained detailed records of claims transactions and findings to ensure accurate reporting.
- Utilized claims management software to streamline processes and enhance efficiency in claim settlements.
Education
Texas P & C License - undefined
Kaplan University
Dallas, Texas01.2014
Skills
- 16 years of knowledge in the insurance industry
- Ensure trust of peers and customers
- Maintain positive and outgoing personality
- Efficient
- Meets and exceeds sales goals
- Management experience
LANGUAGES
English | Native
Timeline
Insurance Producer
TWFG
03.2025 - Current
Sales Agent/Customer Service Manager
Allstate
03.2013 - 04.2021
Claims Adjuster
GEICO
04.2008 - 03.2013
Texas P & C License - undefined
Kaplan University