Summary
Overview
Work History
Education
Skills
Timeline
Generic

Megan O'Connor

Mancelona,MI

Summary

Dynamic office manager with a proven track record in team leadership, workflow optimization, and exceptional customer service. Expertise in staff hiring and scheduling coordination ensures streamlined operations and enhanced client satisfaction.

Commercial and Personal Lines Agent, working with several carriers to quote, issue and manage policies

Overview

21
21
years of professional experience

Work History

Office Manager/Commercial Portfolio Manager

Wilson Insurance Agency
Petoskey, MI
06.2019 - Current
  • Managed daily office operations, ensuring efficient workflow and effective communication among CSR's and Agents
  • Coordinated scheduling for client meetings
  • Commercial and Personal Lines Quoting and Issuing Policies
  • Quarterly Policy check-ins with Commercial Clients
  • Assisting Clients with Audits, including analyzing completed audits
  • Managed CSR's with specific job duties with weekly front of office meetings
  • Monitored policies and aided with Retention of policies
  • Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
  • Hired, managed, developed and trained CSR staff, established and monitored goals

Store Manager

Mitchell Street Market
Petoskey, MI
03.2013 - 06.2019
  • Rotated merchandise and displays to feature new products and promotions.
  • Assisted with hiring, training and mentoring new staff members.
  • Completed point of sale opening and closing procedures.
  • Worked with Vendors to order inventory
  • Managed Quickbooks and balanced financial records
  • Scheduled employees for shifts
  • Handled problematic customers and clients to maintain excellent customer service.

Child Development Center Teacher

St. Francis X Elementary School
Petoskey, MI
08.2011 - 03.2013
  • Developed engaging lesson plans
  • Fostered a positive classroom environment to enhance student learning outcomes.
  • Collaborated with colleagues to implement innovative teaching strategies.
  • Organized and led extracurricular activities to support student development and engagement.
  • Developed strong relationships with students, parents, and colleagues by maintaining open lines of communication and fostering a supportive learning environment.

Time for Tots Supervisor

Bay Harbor Yacht Club
Bay Harbor, MI
05.2005 - 08.2011
  • Worked with Members of the Club to address the needs of their children while in our care for the summer days
  • Collaborated with club management on ways to drive club success with the kids program
  • Organized daily themes that were geared towards child development and learning, while also including fun exercises outside
  • Scheduled Field Trips for not only the children in the time for tots Program, but for the older children at the club
  • Worked with all departments to include overall enjoyment and experience for the children, including life guards, chefs, tennis instructors, etc.

Education

Associate of Science - Elementary Education

Grand Valley State Universtity
Allendale

High School Diploma -

Petoskey High School
Petoskey MI
06-2006

Skills

  • Customer service
  • Office management
  • Organizational skills
  • Office administration
  • Billing
  • Scheduling and calendar management
  • Mail handling
  • Scheduling coordination
  • Staff hiring
  • Workflow optimization

Timeline

Office Manager/Commercial Portfolio Manager

Wilson Insurance Agency
06.2019 - Current

Store Manager

Mitchell Street Market
03.2013 - 06.2019

Child Development Center Teacher

St. Francis X Elementary School
08.2011 - 03.2013

Time for Tots Supervisor

Bay Harbor Yacht Club
05.2005 - 08.2011

Associate of Science - Elementary Education

Grand Valley State Universtity

High School Diploma -

Petoskey High School