Job Search Status
Open to workDesired start date: Flexible
Open To Work
Megan A. Everly
Vero Beach,FL
Work Preference
Overview
10
10
years of professional experience
Skills
- Collaborative team management
- Organizational time strategies
- Strategic decision-making
- Insurance product knowledge
- Customer relationship development
- Partnership development
- Data-driven decision making
- Innovative solution development
- Collaborative teamwork
- Root-cause analysis
Summary
Dynamic leader with a proven track record in guiding the development and success of newly licensed Property and Casualty Insurance Agents. Expertise in supervising, mentoring, and evaluating agents during their transition from training to production, ensuring exceptional service and a commitment to 100% member satisfaction. Actively involved in strategic planning and executing initiatives that align with organizational goals while fostering a culture of professional growth and adherence to compliance among team members. Dedicated to maintaining optimal staffing levels and advocating for ongoing training to enhance agent performance in customer satisfaction and technical accuracy.
Work History
Licensed Sales Producer
Allstate Insurance Agency; Christian Vien
05.2025 - Current
- Successfully closes sales of insurance and ancillary products.
- Responsible for the profitable growth and attainment of business goals by driving new business sales and understanding customers’ needs to build rapport and trust.
- Meets and exceeds sales goals through new product sales, cross sell / retention of customers.
- Suggests performance-driven training materials to enhance my team's understanding of operational procedures.
- Monitors competitors in the local market area and makes suggestions when working with Direct Sales Leadership to plan, implement, and manage marketing and sales processes to achieve production and growth goals.
- Delivers optimal results within appropriate metrics, including quality, quantity, timeliness, productivity, customer satisfaction.
Supervising Manager, USAA Insuarance Agency
Teleperformance
10.2021 - 04.2025
- Supervisor on USAA Campaign
- Developed and implemented customer service training programs to enhance team performance and satisfaction.
- Supervised daily operations and sales functions to maximize revenue, customer satisfaction, and employee productivity.
- Enhanced team performance with regular coaching sessions focused on empathy and problem-solving skills in customer interactions.
- Established key performance indicators (KPIs) to measure and improve overall customer satisfaction levels.
Accounts Payable & Finance Manager
Omni Tax Help
06.2019 - 11.2021
- Managed account payables, ensuring timely processing of payments.
- Assisted in financial report preparation, maintaining accuracy and compliance with State regulations.
- Increased efficiency with thorough maintenance of financial records and documentation.
- Supported budget forecasting by analyzing historical financial data and identifying trends.
- Managed complex problem-solving for upper management in order to complete projects on-time and within budget.
Aquaculture Sales
Harbor Branch Oceanographic Institute
02.2016 - 03.2019
- Oceans, Reefs, & Aquariums
- Closed high-value sales agreements through effective negotiation and relationship-building techniques.
- Analyzed customer needs to tailor solutions that would ensure optimal environmental conditions for all aquacultured animals, so they would arrive alive and healthy.
- From developing a genetically diverse designer clownfish to fine tuning cutting-edge breeding techniques of sensitive species, my passion was the reason I would strive to provide the most healthy, most diverse selection, and most sustainably raised marine life to hobbyists on a global scale.
- Analyzed data trends in our biggest seller, common clownfish; Amphiprion ocellaris, growth rates to implement future breeding strategies to optimize future sales.
- Generated advertising brochures for Aquaculture Conferences, Seminars, & Expositions like Reefapalooza.
Team Leader - CRM Operations
Teleperformance USA
08.2017 - 02.2018
- Humana Campaign - Team Lead
- Managed time efficiently in order to complete all tasks within deadlines.
- Demonstrated strong organizational and time management skills while overseeing multiple projects.
- Enhanced customer service by promptly addressing inquiries and concerns.
- Increased positive feedback through exceptional customer service and professional communication skills.
Education
Associate of Arts - Environmental Science
Indian River State College
Port Saint Lucie05-2015
Environmental Science
Florida Gulf Coast University
Fort Myers, FL01.2013
High School Diploma -
Marine And Oceanographic Academy
Ft. Pierce, FL05-2011
Timeline
Licensed Sales Producer
Allstate Insurance Agency; Christian Vien
05.2025 - Current
Supervising Manager, USAA Insuarance Agency
Teleperformance
10.2021 - 04.2025
Accounts Payable & Finance Manager
Omni Tax Help
06.2019 - 11.2021
Team Leader - CRM Operations
Teleperformance USA
08.2017 - 02.2018
Aquaculture Sales
Harbor Branch Oceanographic Institute
02.2016 - 03.2019
Associate of Arts - Environmental Science
Indian River State College
Environmental Science
Florida Gulf Coast University
High School Diploma -
Marine And Oceanographic Academy
Similar Profiles
Howard PlotnickHoward Plotnick
Sales Manager at McDyer Insurance Agency, LLC (Allstate Insurance)Sales Manager at McDyer Insurance Agency, LLC (Allstate Insurance)
Ashley LaxtonAshley Laxton
Insurance Agent - P&C Sales at Allstate Insurance - Champion Insurance AgencyInsurance Agent - P&C Sales at Allstate Insurance - Champion Insurance Agency
Seneca ZunigaSeneca Zuniga
Agency Owner at Zuniga Insurance Agency: Allstate InsuranceAgency Owner at Zuniga Insurance Agency: Allstate Insurance
Noemie Joy CabildoNoemie Joy Cabildo
Registered Nurse Telemetry/Med-Surg Overflow at Cleveland Clinic Indian River HospitalRegistered Nurse Telemetry/Med-Surg Overflow at Cleveland Clinic Indian River Hospital
Amanda GargerAmanda Garger
Store Associate at 7-elevenStore Associate at 7-eleven