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 - 05.2012

University Overview

Skills

    Salesforce knowledge

Risk mitigation

Investment products

Policy expertise

Policy coverage expert

Financial planning products

Proactive team player

Life and health insurance products

Driven

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 - 05.2012

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Megan SlackInsurance Broker