Megan Shaw

Accomplished insurance and former mortgage professional with a decade of experience specializing in underwriting, business ownership, and account management. Proven ability to enhance operational efficiency, lead high-performing teams, and provide tailored financial and insurance solutions for diverse client needs. Proficient in underwriting, risk assessment, and regulatory compliance, with a comprehensive knowledge of industry standards and investor requirements. Recognized for strategic planning, client relationship management, and team development skills that drive exceptional customer satisfaction, retention, and continuous business expansion.

Strategic Leadership and Business Operations

·  Current licenses: Property, Casualty, Life and Health

·  Founded and lead a successful insurance agency, overseeing day-to-day operations, financial planning, staffing, and strategic growth initiatives to ensure long-term sustainability and profitability.

·  Recognized as a top-performing new agent with consistent achievement of company sales goals and multiple leadership awards, including incentive-based travel recognitions.

·  Developed and executed business strategies that expanded client portfolios, strengthened retention, and uncovered new revenue streams while aligning service delivery with customer expectations.

·  Built and mentored a high-performing team by fostering a collaborative, growth-minded culture centered on client satisfaction, accountability, and operational excellence.

·  Conduct in-person and virtual insurance consultations for individual and small-business clients, educating them on product offerings and helping tailor coverage to meet organizational needs.

·  Prepare detailed client summaries, renewal packets, and internal reports to support proactive account servicing and retention planning.

·  Maintain accurate policy records and ensured timely submission of compliance-related documentation and reporting metrics across all lines of business.

·  Facilitate communication between third-party vendors, carrier reps, and internal staff to ensure seamless implementation of new policies and benefit offerings.

·  Resolve complex claim and billing issues across multiple insurance lines by collaborating with underwriting, billing, and support divisions.

·  Implemented scalable workflows and service standards that streamlined operations, reduced overhead, and elevated the client experience.

·  Built strong carrier and vendor relationships that enhanced operational flexibility, improved client offerings, and supported long-term agency growth.

·  Adapt swiftly to market changes and carrier shifts by implementing data-informed decisions and adjusting business strategies to maintain profitability and relevance.

Account Management and Client Engagement

·  Managed a portfolio of 50+ brokerage accounts nationwide, directly contributing to $75M–$100M+ in annual revenue. Recognized for high client satisfaction and retention.

·  Promoted rapidly due to consistent performance, strategic thinking, and ability to lead client engagements with confidence and professionalism.

·  Delivered value-added service through proactive account planning, cross-functional coordination, and consultative support to drive relationship growth.

·  Represented the company at industry events, conducted client business reviews, and collaborated with internal partners to align solutions with customer needs.

·  Spearheaded initiatives to improve client reporting, account tracking, and CRM utilization, increasing visibility and operational efficiency.

·  Anticipated client needs through regular performance reviews and solution-based consultations, earning multiple referrals and expanding revenue opportunities.

·  Facilitated internal feedback loops between clients and operations teams, ensuring product and service enhancements reflected customer insights and priorities.

Underwriting and Risk Management

·  Conduct comprehensive reviews and policy audits to ensure accuracy, compliance with guidelines, and adherence to state and federal regulations.

·  Identify required disclosures, coverages, and endorsements based on insurer, reinsurance, and regulatory underwriting requirements across personal and commercial lines.

·  Build and maintain strong professional relationships with clients, brokers, and carrier representatives to facilitate accurate risk assessment and long-term book quality.

·  Apply in-depth knowledge of underwriting standards, risk classification systems, and policy evaluation processes across diverse product lines.

·  Proficient in underwriting and CRM systems such as Salesforce, leveraging technology to support risk analysis, document tracking, and client management.

·  Review and analyze applicant data—including insurance applications, loss runs, inspection reports, credit scores, and financials—to assess risk exposure and determine appropriate pricing and coverage.

·  Partner with agents, brokers, and internal teams to clarify coverage options, support underwriting decisions, and align policy issuance with business growth goals.

·  Maintained a strong track record of audit-ready files, achieving 100% compliance in internal and external reviews with zero post-issuance deficiencies.

·  Manage high-volume workloads efficiently, ensuring accuracy and that turnaround expectations are consistently met without compromising quality.

·  Demonstrate agility under pressure by meeting strict submission deadlines while maintaining attention to detail and strong documentation standards.

·  Train and mentor peers and support staff on guidelines, documentation protocols, and workflow optimization to uphold department efficiency.

·  Stay informed on changing state laws, industry regulations (e.g., AML, unfair discrimination, data privacy), and company policies to ensure all underwriting decisions remain compliant and current.

Quality Control & Risk Analysis

·  Performed detailed risk and compliance audits across diverse mortgage files, assessing borrower eligibility, credit risk, and documentation integrity.

·  Proactively identified red flags, inconsistencies, or potential fraud, escalating concerns in accordance with regulatory protocols and internal governance frameworks.

·  Advised leadership on trends, risks, and operational exposures through comprehensive reporting, dashboard development, and portfolio-level analysis.

·  Contributed to internal risk reviews tied to new product rollouts and policy changes, providing strategic insight into compliance and operational impact.

·  Ensured full alignment with federal, state, and investor regulations including fair lending practices and anti-money laundering (AML) requirements.

·  Partnered with senior stakeholders to redesign risk reporting dashboards, increasing visibility into emerging trends and enabling faster response to potential exposures.

·  Developed internal best-practice guides for QC audits, contributing to department-wide consistency and improved training for new analysts and underwriters.

Account Management and Client Engagement

·  Managed a portfolio of 50+ brokerage accounts nationwide, directly contributing to $75M–$100M+ in annual revenue. Recognized for high client satisfaction and retention.

·  Promoted rapidly due to consistent performance, strategic thinking, and ability to lead client engagements with confidence and professionalism.

·  Delivered value-added service through proactive account planning, cross-functional coordination, and consultative support to drive relationship growth.

·  Represented the company at industry events, conducted client business reviews, and collaborated with internal partners to align solutions with customer needs.

·  Spearheaded initiatives to improve client reporting, account tracking, and CRM utilization, increasing visibility and operational efficiency.

·  Anticipated client needs through regular performance reviews and solution-based consultations, earning multiple referrals and expanding revenue opportunities.

·  Facilitated internal feedback loops between clients and operations teams, ensuring product and service enhancements reflected customer insights and priorities.

Team Leadership and Service Excellence

·  Selected for an exclusive leadership development program out of 4,000+ employees; managed a 10-member customer service team with a focus on performance and coaching.

·  Known for a compassionate leadership style, ability to conduct constructive conversations, and facilitate effective team meetings that drive alignment and results.

·  Designed and delivered performance evaluations, created department-level reporting, and led training initiatives to improve service standards and onboarding.

·  Consistently exceeded service-level expectations by streamlining internal support processes, improving responsiveness, and reinforcing a client-first mindset across the team.

·  Acted as a bridge between operations and sales teams, helping ensure seamless communication, timely issue resolution, and a cohesive client experience.

·  Created a recognition program to celebrate individual and team achievements, boosting morale, engagement, and retention within the department.

·  Designed cross-training modules to ensure full team coverage during high-volume periods, reducing service delays and improving operational resilience.