Megan Goehring
Milladore,WI
Summary
With 10+ years of customer service experience and 5+ years of insurance processing, I offer a wealth of knowledge and expertise. Throughout my career, I consistently demonstrate exceptional communication skills, guaranteeing clients receive top-notch support and satisfaction. My extensive background in insurance processing equips me with a deep understanding of industry regulations and procedures, enabling efficient navigation of complex systems and provision of accurate information. I am a dedicated professional thriving in fast-paced environments, always striving to exceed expectations and deliver outstanding results.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Director of Client Relations
Financial Clarity by Design Inc
01.2019 - 01.2024
- Provided exceptional customer service by being a consistent point of contact for clients
- Ensured smooth office operations by managing schedules and daily assignments for four financial advisors
- Prepared and executed comprehensive marketing plan including website updates and engaging social media posts
- Planned and executed client events, ensuring seamless organization and client satisfaction
- Administered insurance and investment application processing by managing a high volume of cases with consistent efficiency and accuracy.
Guest Service Leader
Kwik Trip
01.2016 - 01.2019
- Collaborated with team members to complete daily tasks and ensure efficient store operations
- Trained co-workers in various store procedures and responsibilities
- Managed data entry, document filing, and financial transactions with strong accounting skills
- Maintained confidentiality and ensured a clean and inviting store environment
- Demonstrated strong problem-solving abilities and the capacity to quickly shift priorities as needed.
Guest Service Attendant
Target Corp
01.2011 - 01.2016
- Resolved customer concerns promptly and efficiently
- Processed merchandise returns and exchanges accurately
- Provided customers with information on store procedures and policies
- Delivered exceptional guest service and maintained clean, stocked, and efficient front lanes
- Supervised employees and provided on-the-job training
- Performed data entry and applied knowledge of bookkeeping principles and accounting.
Education
Auburndale High School
2013
Skills
- Communication
- Attentiveness
- Ability to use positive language
- Patience
- Schedule management
- Time management
- Relationship management
- Organizational skills
- Effective communication
- Multitasking
- Self-starter
Educationandlicensure
- Wisconsin State Insurance License, Health, Accident & Life certified
- Wisconsin State Notary
Certification
Wisconsin Health, life & Accident License
Wisconsin Public Nortary
Timeline
Director of Client Relations
Financial Clarity by Design Inc
01.2019 - 01.2024
Guest Service Leader
Kwik Trip
01.2016 - 01.2019
Guest Service Attendant
Target Corp
01.2011 - 01.2016
Auburndale High School
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