Megan Swisher
Tampa
Summary
Results-driven professional provides customers with tailored solutions to meet needs. Successfully establishes relationships with customers and delivers quality service. Agile individual with excellent communication and customer service skills.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Insurance Agent
USHA
02.2025 - Current
- Built strong relationships with clients through consistent communication and excellent customer service.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Determined client needs and financial situations by listening and scheduling fact-finding appointments.
- Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
Client Service Representative
RFS Operations LLC
04.2024 - 05.2024
- Handled sensitive client information with discretion, ensuring confidentiality at all times.
- Delivered outstanding customer service by maintaining a professional demeanor during high-pressure situations.
- Managed incoming calls, providing prompt and accurate information to clients about products and services.
- Consistently met or exceeded performance metrics while juggling multiple tasks effectively under tight deadlines.
Director of Operations
Regymen Fitness Clearwater
11.2019 - 03.2024
- Oversaw daily operations across multiple departments, ensuring seamless coordination and efficient execution of tasks.
- Conducted regular performance reviews to assess team progress, providing constructive feedback and guidance for continuous improvement.
- Delivered exceptional customer experiences by implementing strategies focused on meeting evolving needs and expectations.
- Promoted a culture of safety within the organization by enforcing compliance with established regulations, policies, procedures, as well as conducting regular auditschecks.
Fitness Coach
Orange Theory Fitness
08.2015 - 10.2019
- Educated clients on proper exercise technique, reducing the risk of injury while maximizing workout effectiveness.
- Developed strong member relationships with caring and collaborative approach.
- Modified workout plans according to fitness levels and medical considerations.
- Assisted with gym marketing efforts to attract new members and expand the facility''s reach within the community.
- Led by example through maintaining personal fitness levels and adhering to professional standards of conduct within the gym environment.
- Developed strong relationships with clients, fostering trust and loyalty in their fitness journeys.
Education
Bachelor of Science - Fitness Wellness
University of Florida
Gainesville, FL05-2001
Skills
- Customer service
- Licensed insurance agent
- Professionalism and ethics
- Client retention
- CRM software
- Operations management
- Private insurance
- Licensing requirements
- Critical thinking
Certification
- Series 2-15 Health and Life Insurance License. - February 2025.
Timeline
Insurance Agent
USHA
02.2025 - Current
Client Service Representative
RFS Operations LLC
04.2024 - 05.2024
Director of Operations
Regymen Fitness Clearwater
11.2019 - 03.2024
Fitness Coach
Orange Theory Fitness
08.2015 - 10.2019
Bachelor of Science - Fitness Wellness
University of Florida
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