Megan Howard
Clearwater,Florida
Summary
Highly motivated employee with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills. Currently have a proven record of meeting company needs with consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Annuity Analyst
Illumifin
10.2023 - Current
- Collaborated with cross-functional teams to identify opportunities for process improvement and increased efficiency.
- Improved internal knowledge sharing by developing comprehensive documentation outlining standard operating procedures for various tasks.
- Enhanced team collaboration by providing clear communication of complex findings through visualizations and reports.
- Implemented predictive analytics techniques that enabled proactive adjustments to business strategies based on emerging trends.
- As an annuity analyst, my role is to identify if a prospective insured can afford the investment, they wish to invest in. Required to take a deep look into their assets, income and investment experience to determine if this investment is the right choice for them. In addition to suitability analyst, requirements also include analyze each application to ensure that the legal requirements have been met.
- Required to manage company e-mails, up to 500 per day while managing my own personal e-mails. Allocates two hours a day towards taking calls for fellow investment producers who need counseling.
Final Expense Agent
Vanguard Health Insurance
07.2020 - 08.2023
- Hands on B2B, Collaborated with multiple financial companies to maximize offers to my clients, Managed my book of business, scheduled appointments, conducted medical interviews to better understand a clients needs, Assisted proposed insured throughout their underwriting process, Participated in required education courses, and continued education courses, Processed applications daily, Verified insureds payments went through each month
Management
NuView Marketing
02.2017 - 07.2020
- Developed and initiated projects, managed the cost all while managing the performance of the team. Always met project goals without sacrificing the quality of the work done, Coordinated with fellow project managers in order to resolve any project issues and to mitigate the risks of not corresponding accordingly and to update fellow teams of the progress made through said goals, Implemented calculated goals and plans in order to thrive and grow as a company, Held daily meetings with crew to go over expectations and progress reports, Trained all new individuals joining said team and advised them accordingly
Administrative Position/ Receptionist
Unemployment office
12.2011 - 12.2016
- Logging appointments, Maintaining waiting rooms, Helping clients file their unemployment status to see about potential benefits, Also supervised the G.E.D program, where I basically assisted in anyway possible for clients trying to obtain their G.E.D
- Greeted visitors, answered and directed incoming calls, and provided general information to callers.
- Assisted with data entry of customer orders into the company's database system.
- Managed a multi-line telephone system and distributed incoming mail.
- Created documents, spreadsheets, presentations, reports, and other materials as needed.
Manager of Operations
Hummer Off-road Experience
01.2007 - 05/03/10
- Developed and implemented operational policies and procedures to ensure efficient business operations.
- Created and managed budgets for operational departments and monitored progress against goals.
- Established, maintained, and enforced organizational standards of performance, quality, and safety compliance.
- Analyzed data to identify trends in customer service issues, financials, staffing needs., to make informed decisions regarding operations.
Education
Some College (No Degree) - Business Administration And Management
Maysville Community And Technical College
Maysville, KYSkills
- Negotiation
- Persuasive Sales
- Business to Business
- Cold Calling
- Writing Scripts
- Funds management for small businesses
- Sales Management
- Recruiting
- Quality Assurance
- Process Improvement
- Underwriting of Insurance sales
- Marketing
- Upselling
- Marketing Management
- Clear Communication
- Resolving Customer Issues
- Schedule Management
- Lead Prospecting
- Human Resources Coordination
- Public Speaking
- Professional Networking
- Call Management
- Positive Attitude
- Relationship Building
Certification
Life/Health/Annuities producer, 08/2021
Accomplishments
- Perfect attendance 2017-2022
- Employee of the month 4 years consecutively
I take great joy in gardening! i enjoy reading, specifically about medicinal herbs used for healing.
I have always watched my mother garden, who owns a moddest farm in the Appalachians of Kentucky. As i got older, i realized that connecting with the earth brings me a lot of joy and i find it to be very relaxing. I bought a cozy acre of land in Clearwater Florida and i have planted over 100 species of plants, 7 fruit bearing trees and every herb i cook with. I recently built an indoor greenhouse so that i can not only reap the benefits of having plants in my home, but also so that i no longer have to purchase herbs from the grocery store.
Timeline
Annuity Analyst
Illumifin
10.2023 - Current
Final Expense Agent
Vanguard Health Insurance
07.2020 - 08.2023
Management
NuView Marketing
02.2017 - 07.2020
Administrative Position/ Receptionist
Unemployment office
12.2011 - 12.2016
Manager of Operations
Hummer Off-road Experience
01.2007 - 05/03/10
Life/Health/Annuities producer, 08/2021
Some College (No Degree) - Business Administration And Management
Maysville Community And Technical College
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