Megan Martin
Bozeman,,MT
Summary
Friendly, organized, and detail-oriented Associate Financial Representative with over 6 years of experience with Northwestern Mutual. Team player with a strong work ethic and ability to work in a fast-paced environment while maintaining the highest quality of work and excellent customer service in all situations.
Overview
2025
2025
years of professional experience
Work History
Director of Insurance Operations & Services
Waypoint Wealth Management - Northwestern Mutual
2020 - Current
- Team Awards & Recognition: FORUM 2020-2024; 11x Financial Advisor Team of the Year for Northwestern Mutual – Montana; 3x Forbes Best-In-State Top Financial Security Professionals; 2023 Top 10 leader among all Northwestern Mutual Advisors in the Western Region
- Provides wealth management clients and prospects with best-in-class service in all aspects of a personalized financial planning experience
- Onboarding and tracking of all new insurance clients from the application process, through underwriting, and to policy approval and delivery
- Ongoing service to existing clients including phoning and e-mailing to schedule review meetings, answering policy/account questions as they arise, and updating client information as necessary
- Maintains accurate and up-to-date client information in CRM, including case notes, ensures client files are complete and compliant, and ensures documents are uploaded in Docket as needed
- Assists with managing Financial Advisor’s calendar, confirms all meetings, and assists with case preparation as needed, including illustrations, IFLs, CCVs, and any other information requested
- Collaborates with the team to create a marketing plan and assists with execution of planning for all events, marketing e-mails, fundraisers, and seminars
- Maintains the team website and works with compliance on press releases, approval of marketing items, and assists with social media posting and updates
- Ensures that clients feel the value of the personalized service our team provides through tracking milestones, touchpoints, and assisting with birthday and holiday gifts
- Provides back-up to other team members as needed to provide the highest level of customer service to all clients and prospects; cross trains other team members in my role to ensure continuity of service in my absence
Sales Execution Team
Northwestern Mutual - Montana
2018 - 2020
- Provided back-office support to new Financial Representatives (FRs) upon completion of Sales School
- Tracked new cases with FRs, followed up on next steps, and walked with them through the sales cycle while providing coaching and encouragement
- Processed all insurance applications, underwriting, and policy approval documents
- Assisted the front office in providing a welcoming atmosphere to all clients, both in person and over the phone; communicated with all financial representatives and office staff regarding client needs
- Handled mailing, ordering of necessary office supplies, and other front office tasks, including answering and directing all incoming phone calls
- Provided NMIS Operations services to the Northwestern Mutual - Montana offices, including depositing checks, processing contribution & distribution requests, and other NMIS related service requests
Office Manager
Spa Ridge
2018
- Managed the team of front desk staff to ensure the highest level of customer service for all spa clients
- Coordinated front desk team schedules as well as communicated with therapists & estheticians regarding their scheduled work hours
- Drafted office operating procedures and conducted training for all front desk staff members
- Worked closely with the Spa Director on marketing ideas, hiring needs, scheduling, and events, as well as the day-to-day operations of the Spa
- Managed the social media accounts for Spa Ridge and coordinated marketing initiatives with the Ridge Marketing team
Bookkeeper
Austin Health Solutions
2014 - 2016
- Responsible for corporate and personal bookkeeping using QuickBooks software, including monthly reconciliations, data gathering, and financial reports
- Coordinated all bookkeeping with the accountant's office to ensure all accounts were up to date for quarterly tax purposes
- Trusted to work with highly sensitive personal and corporate financial details and protect client privacy
Customer Service & Sales Associate
Babies in Bloom Boutique
2013 - 2014
- Provided outstanding customer service to all who entered the store through answering questions about products and providing demonstrations as appropriate, informing customers about classes and educational opportunities available at the store, scheduling appointments, and answering phone calls
- Kept track of product inventory and items that needed to be ordered, received new items, and stickered and displayed all new products
- Rang up customers using QuickBooks POS, handled returns and exchanges and worked to ensure that customers were satisfied with their purchases
- Collaborated with the other employees to plan several big events each year, worked at these events welcoming guests and ensuring the event ran smoothly, handled raffles & giveaways, and served as a liaison between vendors and the store to ensure vendor needs were met
- Maintained overall cleanliness of the store, kept products stocked and organized, and created a space that was welcoming and appealing for customers
Assistant/Bookkeeper
Austin Health Solutions
2010 - 2012
- Responsible for corporate and personal bookkeeping using QuickBooks software, including monthly reconciliations, data gathering, and financial reports
- Paid corporate and personal bills monthly
- Developed an organizational system to streamline the bookkeeping process and ensure bills were paid in a timely manner
- Booked travel arrangements and compiled expense reports for reimbursement following business travel
- Worked to keep the office organized and running smoothly by scanning documents, filing, distributing incoming mail, and preparing outgoing mail
- Prepared sales proposals for major hospitals, compiled informational packets for presentations, and created Excel spreadsheets to gather necessary data for hospital installations
- Troubleshot computer and software problems, worked on miscellaneous projects as asked (typing notes, creating a blog, creating Word documents for meetings), and placed phone calls to make various appointments
Records Coordinator
ITT Technical Institute
2009 - 2010
- Continued to perform the duties of receptionist (below) as well as new responsibilities including:
- Served as a liaison between the Main Campus in San Diego and the Vista Learning Site
- Ran daily reports to follow-up with absent students as well as instructors not taking attendance in their classes
- Followed-up with students and high schools regarding obtaining official high school transcripts/GED test scores from all first quarter students
- Worked closely with the Manager of Recruitment to ensure that all students who applied were entered into the school's database and enrolled in classes
- Collaborated with the Registrar in San Diego to improve communication between the two campuses and smooth out the process of enrolling new students
- Worked with students and the Associate Dean on administrative issues such as schedule changes and drops; processed the actual schedule changes in the school's database
- Participated in weekly conference calls to discuss the school's performance; calculated important figures such as average class size, percentage of part time students, etc. for these calls
- Trained the new receptionists on their duties and oversaw all their work
Receptionist
ITT Technical Institute
2009
- Answered phone calls, transferred calls, and took messages using a multi-line phone system
- Performed data entry, filing, office organization, ordering of all office supplies, and daily mailings
- Processed all bills/expense reports and maintained records of past bills; served as the Accounts Payable representative and corresponded with our corporate office to solve problems and ensure that all bills were processed
- Assisted students in the application process and kept files of all student paperwork; administered admission tests for new enrollments
- Served as a main point of contact for all visitors, instructors, students, and ITT employees
Education
Bachelor of Arts - Intercultural Studies
Biola University
01-2009
Skills
- Highly experienced in customer service & administrative positions
- Professional and friendly demeanor, great interpersonal skills, able to work independently and with teams
- Excellent oral and written communication skills as well as telephone etiquette
- Organized and detail oriented; good at multi-tasking, works well with deadlines, good time management
- Experienced with Microsoft Word and Outlook, intermediate Excel and PowerPoint skills, able to pick up new computer skills quickly
- 6 years of experience with Northwestern Mutual programs – CRM, NM Connect, SRC, CSS; intermediate experience with NetX
- Basic experience with QuickBooks and bookkeeping skills
- Trustworthy and able to work with minimal supervision
Timeline
Director of Insurance Operations & Services
Waypoint Wealth Management - Northwestern Mutual
2020 - Current
Sales Execution Team
Northwestern Mutual - Montana
2018 - 2020
Office Manager
Spa Ridge
2018
Bookkeeper
Austin Health Solutions
2014 - 2016
Customer Service & Sales Associate
Babies in Bloom Boutique
2013 - 2014
Assistant/Bookkeeper
Austin Health Solutions
2010 - 2012
Records Coordinator
ITT Technical Institute
2009 - 2010
Receptionist
ITT Technical Institute
2009
Bachelor of Arts - Intercultural Studies
Biola University
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