Summary
Overview
Work History
Education
Skills
Software
Certification
Timeline
Hi, I’m

Megan Slack

Insurance Broker
Megan Slack

Summary

Results-driven Insurance Broker with over two years of business sales and one year of insurance expertise. Client-focused intermediary with creative insurance solutions to diverse individual concerns. Meticulous client risk and financial assessor with a detailed understanding of corporate and individual risk management.

Overview

4
years of professional experience
3
Certifications

Work History

Symmetry Financial Group
Tampa, FL

Insurance Broker
01.2022 - Current

Job overview

  • Calculated quotes and educated potential clients on insurance options.
  • Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
  • Called potential clients to set up appointments according to mutual availability.
  • Strategized with clients to create customized insurance policy packages while informing clients of investment opportunities to protect assets.
  • Reviewed stop-loss reporting to customer accounts and complied with policies and procedures for release of information.
  • Handled approximately 350 outbound and inbound sales-related calls per week to qualify individuals interested in purchasing insurance coverage.
  • Met with 50 existing and prospective clients each week to select appropriate insurance policies.
  • Implemented improvements in manual and electronic billing procedures.
  • Tracked progress of all outstanding insurance claims.
  • Reported policy changes and company conditions affecting customer satisfaction.
  • Promoted ancillary products to 19 existing and new clients each month.
  • Developed sales leads from direct referrals, networking and targeted marketing campaigns.
  • Adhered to health and prescription insurance products, delivery systems and claims systems.
  • Leveraged knowledge of company insurance products and services to advise customers on appropriate choices.
  • Sold annuities and IUL insurance policies to new and existing customers.
  • Evaluated accuracy and quality of data entered into agency management system.
  • Analyzed sales volume, retention and loss ratio trends to identify areas for improvement.
  • Met with prospective customers and business owners in homes, businesses and other settings.
  • Spent ample time with each customer, verbally reviewing, and explaining documents for client comprehension.
  • Customized existing insurance programs to suit individual client needs by analyzing specific requirements.
  • Generated quotes and proposals for clients to match individual needs.
  • Negotiated contracts with clients to establish best coverage with lowest cost.
  • Attended industry conferences to stay informed of latest products and trends.
  • Cultivated relationships with clients to identify and meet insurance needs and establish trust and rapport.
  • Developed strong referral network in community to raise awareness and increase sales opportunities.
  • Followed up promptly with interested clients to close sales.
  • Analyzed customer needs to provide customized insurance solutions.
  • Generated leads through cold-calling, networking and other outreach methods.
  • Researched and identified potential new markets.
  • Calculated premiums and established payment methods for sales.
  • Educated clients on insurance policies and procedures.

Carrollwood Day School
Tampa, FL

Event Lead Organizer
08.2019 - 01.2022

Job overview

  • Performed event coordination for larger parties and gatherings.
  • Managed administrative logistics of events planning, event booking, and event promotions.
  • Coordinated schedules and timelines for events.
  • Managed event logistics and operations.
  • Acquired contracts and agreements to finalize negotiations and obtain approval signatures.
  • Inspected event facilities to confirm conformance to customer requirements.
  • Developed post-event reports to determine effectiveness of each event.
  • Created and maintained event expenditures, budgets and timelines in job-related software.
  • Reviewed event bills to confirm accuracy and approve payment.
  • Attended conferences and events to stay up-to-date with industry trends and planning standards.
  • Brainstormed and implemented creative event concepts and themes.
  • Designed and implemented efforts to publicize events and promote sponsorships.
  • Utilized internal databases to prepare and distribute guest lists, electronic invitations and registration processes.
  • Hired, trained and supervised volunteers and support staff required for events.
  • Coordinated with participating vendors during event planning.
  • Established working relationships with clients by organizing various events.
  • Performed face-to-face meetings to finalize contract for services and event details.
  • Consulted with customers to determine objectives and requirements for events.

Education

West Port High School
Ocala, FL

High School Diploma
05.2012 - 2012.05

University Overview

Skills

    Salesforce knowledge

undefined

Software

Organizing multiple CRM platforms

CRM integration

Spreadsheets

Operating systems

Presentation software

Graphic design (coding)

Certification

0215 - Life, Health & Variable Annuity

Timeline

Annuity Suitability training

09-2023

0215 - Life, Health & Variable Annuity

01-2023

Anti-Money Laundering for the Insurance Industry

01-2023
Insurance Broker
Symmetry Financial Group
01.2022 - Current
Event Lead Organizer
Carrollwood Day School
08.2019 - 01.2022
West Port High School
High School Diploma
05.2012 - 2012.05

Similar Profiles

  • Ashlyn DewlenAshlyn Dewlen

    Insurance Broker at Symmetry Financial GroupInsurance Broker at Symmetry Financial Group

  • Angel RodriguezAngel Rodriguez

    Life Insurance Agent at Symmetry Financial GroupLife Insurance Agent at Symmetry Financial Group

  • Trey OwensTrey Owens

    Licensed Insurance Agent at Symmetry Financial GroupLicensed Insurance Agent at Symmetry Financial Group

  • Shirley M. MartinezShirley M. Martinez

    Benefit Enrollment Counselor at Symmetry Financial GroupBenefit Enrollment Counselor at Symmetry Financial Group

  • Mimi SharqawiMimi Sharqawi

    Independent Commercial Insurance Broker / Multi Lines Insurance Broker at J S Downey Insurance AgencyIndependent Commercial Insurance Broker / Multi Lines Insurance Broker at J S Downey Insurance Agency

CREATE PROFILE
Megan SlackInsurance Broker