Hi, I’m
Megan McShea
Newburyport,MA
Summary
Seasoned account manager and insurance sales producer with impeccable client service skills and client retention rate. Newly licensed, highly ambitious real estate salesperson seeking a lasting position with a company focused on building strong client relationships & generating results. Ready to dive in headfirst into the real estate industry!
Overview
9
years of professional experience
1
Certification
Work History
McShea Insurance Agency, Inc.
Licensed Sales Producer & Account Manager
06.2019 - Current
Job overview
- Provided coverage option information to assist clients in protecting assets.
- Developed close relationships with company underwriters to evaluate strategic planning for increased sales volume & customer loyalty.
- Negotiated & mediated situations between client & company.
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
- Analyzed complex coverages & discuss with clients.
- Promoted company products and services using sales strategies including upselling and cross selling.
- Exceeded sales quota in 2020, 2021 & 2020 by at least 25% each year.
McShea Insurance Agency, Inc.
Account Manager, Inside Sales
05.2016 - 05.2019
Job overview
- Developed strategic relationships with existing customers by learning preferences and managing regular communications.
- Educated current clients on products & services and updated account information to maintain high standards of client service.
- Managed agency's two largest books of business including $1m in company premium.
- Delivered outstanding client service and company knowledge, increasing client loyalty.
McShea Insurance Agency, Inc.
Receptionist
06.2014 - 06.2016
Job overview
- Consistently hit weekly call quota on agency's lukewarm client list
- Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
- Demonstrated ability to handle high stress environment.
- Kept reception area clean and neat to give visitors positive first impression.
- Confirmed appointments, communicated with clients and updated client records.
- Answered central telephone system and directed calls accordingly.
Cape Cod Hospital
Budget Analyst Intern
05.2013 - 09.2013
Job overview
- Analyzed budget proposals, financial reports & expenditures
- Assisted in development of yearly spend plan
- Coordinated meetings for chief executives
- Created & managed spreadsheets to assist in monitoring and presenting financial information to chief finance executives
Education
Boston UniversityBoston, MA
Bachelor of Arts from Liberal Arts And General Studies
09.2022
University Overview
- Dean's List: Fall 2020, Fall 2021, Spring 2022 & Summer 2022
Providence CollegeProvidence, RI
Some College (No Degree) from Health Policy Management
Bishop Stang High SchoolNorth Dartmouth, MA
High School Diploma
06.2010
University Overview
- Honor Roll Junior & Senior year
- MVP of swim team all 4 years
- National ranked all star swimmer all 4 years
Skills
- Highly self-motivated
- Team player attitude
- Strong interpersonal skills
- Organized & detail oriented
- Profit Target Achievement
- Operating Procedures and Policies
- Social media savvy
Certification
- Licensed property & casualty insurance producer
- Licensed real estate salesperson
Timeline
Licensed Sales Producer & Account Manager
McShea Insurance Agency, Inc.
06.2019 - Current
Account Manager, Inside Sales
McShea Insurance Agency, Inc.
05.2016 - 05.2019
Receptionist
McShea Insurance Agency, Inc.
06.2014 - 06.2016
Budget Analyst Intern
Cape Cod Hospital
05.2013 - 09.2013
Boston University
Bachelor of Arts from Liberal Arts And General Studies
Providence College
Some College (No Degree) from Health Policy Management
Bishop Stang High School
High School Diploma
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