Summary
Overview
Work History
Education
Skills
Timeline
Receptionist
Megan Lawson

Megan Lawson

Recruiter/Trainer
Lusby,MD

Summary

Willingness to take on added responsibilities to meet team goals. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.

Overview

18
18
years of professional experience

Work History

Financial Planner/Life Licensed Representative

Primerica Financial Services
06.2021 - Current
  • Facilitated and managed various financial meetings with families and clients. Discussed assets, expenses, long-term and short-term investment goals to devise personalized financial plans
  • Performed field underwriting and tracking of financial documents
  • Coordinated medical examinations and revised appropriate documents for application submission
  • Provided training for new business partners
  • Developed and maintaining strong relationships with clients to maximize satisfaction

Associate/Lead Trainer & Coordinator

RLS & Associates, Inc./Indiana RTAP
Columbus, IN
Feb.2008 - Jan.2022
  • Provided training, technical and regulatory guidance to rural Indiana transportation program staff. Specific areas of expertise include training for Passenger Assistance Techniques (PAT), Defensive Driving, Pre-Trip Inspections, and Emergency Procedures/Evacuations
  • Statewide Map-21 liaison for Indiana's eleven (11) regional coordination plans. Updated the various regional Coordination Plans. Ensured that each agency was current with its Comprehensive Emergency Response Plan
  • Lead Trainer in Indiana, Wisconsin, and Minnesota. Served as trainer for states of Nevada, California, South Dakota, Tennessee, Illinois, Ohio, Kentucky, Mississippi, Massachusetts, and New Hampshire. Created training logs and certificates, processed scholarship applications and wrote articles for each states newsletters
  • Coordinated various multi-state programs; performed drug and alcohol site visitations and ensured proper collections and regulatory compliance was administered properly
  • Performed educational training competency and compliance courses to employees

TRAININGS/CREDENTIALS

  • ADA and Sensitivity
  • Customer Service
  • CTAA (Community Transportation Association of America) Passenger Service & Safety (PASS) Instructor
  • Certified Safety and Security Officer
  • NTI Advanced Mobility Securement Train-the-trainer

Projects

  • Title VI Civil Rights (5311 agencies)
  • Drug & Alcohol Regulations - Indiana, Tennessee, Wisconsin-site visitations, collections, and regulatory compliance
  • Comprehensive Emergency Response Plan
  • Service and Evaluation Planning
  • Transit Watch Emergency Response Plan
  • Public Transportation Agency Safety Plan (PTASP)
  • Coordination and Mobility Management
  • Surveys and Data Collection
  • State DOT Assistance

Management Assistant

Enterprise Rent-A-Car
03.2005 - 02.2008
  • Provided customer service ensuring customers were satisfied with their reservations
  • Drove sales and customer service while assisting guests with their rental services by quickly resolving issues
  • Marketed ERAC's protection services and benefits for rentals to customers as well as to companies to earn their business
  • Answered and managed over 50 customer calls incoming and outgoing. Coordinated questions with variety of insurance companies concerning customers' policies as well as personal rentals
  • Maintained inventory of vehicles, by locating them from other ERAC branches and daily rental return manifest

Education

Bachelor's - General Studies

Western Kentucky University
Bowling Green, KY
2001

Skills

TrainingCoachingCompelling Leadership SkillsNegotiations Expert and Strong Deal CloserAdministrative SupportProspecting ClientsMicrosoft OfficeSales Strategies & TrackingTraining Development and ExecutionAnalytical and Critical ThinkingMicrosoft ExcelOnboarding New EmployeesSAP SystemsPolicy and Procedure Writing

Timeline

Financial Planner/Life Licensed Representative

Primerica Financial Services
06.2021 - Current

Associate/Lead Trainer & Coordinator

RLS & Associates, Inc./Indiana RTAP
Feb.2008 - Jan.2022

Management Assistant

Enterprise Rent-A-Car
03.2005 - 02.2008

Bachelor's - General Studies

Western Kentucky University
Megan LawsonRecruiter/Trainer