MEGAN TAYLOR
WICHITA FALLS,TX
Summary
Dynamic and newly licensed Claims Adjuster with one year of specialized experience in Property & Casualty insurance and an active Property & Casualty license. Possesses over nine years of customer service experience, with a proven ability to investigate issues, gather and document information meticulously, and resolve client concerns while fostering strong relationships. Proficient in managing high-volume workloads, maintaining detailed records, and communicating effectively with customers and internal teams. Recognized for exceptional organizational skills, keen attention to detail, and the ability to thrive independently in fast-paced environments. Ready to leverage insurance knowledge and customer service expertise in a claims adjusting role.
Overview
9
9
years of professional experience
Work History
Sales Development Representative
JGM Financial Agency
Pequannock, NJ
06.2025 - 06.2026
- Helped drive business growth for an agency recognized among the top 10% of producers nationwide by cultivating new client relationships, qualifying prospective customers, and supporting a multi-state client base of 3,000+ policyholders.
- Collaborated with sales team to refine sales processes and improve lead conversion rates.
- Streamlined lead management process by utilizing CRM software to track interactions and maintain organized customer information.
- Enhanced client engagement with regular follow-up calls, ensuring client needs were met and identifying upsell opportunities.
- Boosted team morale and productivity by initiating daily stand-up meetings to share success stories and address challenges.
- Managed 150+ outbound customer interactions daily, gathering information, addressing questions, and maintaining accurate documentation in a fast-paced environment.
- Demonstrated strong self-management and accountability while independently managing a high-volume workload in a remote environment, maintaining accuracy, responsiveness, and consistent follow-through on customer needs.
TRAVEL AGENT PRO
World Travel Holdings
Lufkin, TX
05.2023 - 02.2025
- Consult clients to create personalized travel plans, boosting satisfaction and client retention.
- Coordinate travel logistics for seamless experiences and timely bookings.
- Manage financial transactions with precision, ensuring compliance with deadlines.
- Build strong vendor partnerships to enhance service offerings and client relations.
- Maintain detailed records to support efficient operations and client trust.
LICENSED FINANCIAL SPECIALIST
Global Financial Impact
Corpus Christi Naval Air station, TX
01.2024 - 07.2024
- Developed financial plans, enhancing client portfolios and optimizing investment strategies.
- Assessed and advised on debt management, improving client financial health.
- Collaborated with underwriters, ensuring efficient policy issuance and client satisfaction.
- Analyzed risk factors, recommending coverage options tailored to client needs.
- Provided client support, resolving inquiries and maintaining confidentiality.
- Streamlined financial planning processes, delivering tailored strategies that increased client retention and satisfaction.
CHAT CUSTOMER SERVICE REPRESENTATIVE
Verizon
Lufkin, TX
05.2021 - 05.2023
- Handled customer queries via chat/email, ensuring swift issue resolution and satisfaction.
- Guided customers in product selection and alternatives, enhancing shopping experience.
- Recorded detailed conversation summaries, maintaining accurate customer records.
- Clarified billing options, aiding in informed customer decisions.
- Supported website navigation, improving user engagement and ease of access.
- Enhanced customer satisfaction by resolving inquiries promptly, leading to noticeable improvements in service ratings and repeat engagement.
- Communicated effectively with customers via chat and email, delivering accurate information and promoting available billing options to enhance satisfaction.
- Resolved customer inquiries swiftly, leading to noticeable improvements in service ratings and repeat engagement.
ASSISTANT MANAGER
Kay Jewelers
Lufkin, TX
10.2020 - 05.2022
- Managed store operations, boosting customer satisfaction and sales.
- Optimized staffing schedules for peak efficiency.
- Handled inventory, improving customer experience.
- Provided jewelry advice, strengthening customer relations.
- Oversaw transactions, ensuring smooth daily operations.
- Enhanced customer engagement by delivering tailored jewelry consultations, contributing to noticeable increases in sales and customer satisfaction.
- Orchestrated daily operational activities alongside team members, ensuring seamless workflows and fostering a supportive work environment.
BAR MANAGER/HEAD BARTENDER
First chance saloon/bar
Okinawa
08.2018 - 08.2020
- Managed bar budget, reduced costs, and increased revenue through strategic planning.
- Ensured compliance with licensing and standards, maintaining operational excellence.
- Led bar operations, improving inventory management and customer satisfaction.
- Created innovative cocktail menus, attracting new patrons and enhancing customer experience.
- Organized live events, boosting engagement and fostering a vibrant bar atmosphere.
- Crafted and launched seasonal cocktail menus, enhancing customer engagement and driving a marked increase in repeat business.
- Fostered a positive team culture by mentoring staff, resulting in improved morale and enhanced service quality during peak hours.
SALES ASSOCIATE
CarMax
Escondido, CA
04.2017 - 06.2018
- Presented detailed vehicle features, aiding informed customer choices and boosting satisfaction.
- Guided customers in vehicle selection, aligning with needs and budget, enhancing decision-making.
- Oversaw sales process, ensuring smooth test drives and paperwork, improving transaction efficiency.
- Cultivated strong client relationships, fostering loyalty and repeat business through service excellence.
- Applied effective selling techniques, increasing sales of additional products and services.
- Coordinated with financing teams to present tailored options, enabling customers to make informed decisions and increasing conversion rates.
- Developed personalized vehicle recommendations based on customer profiles, enhancing the buying experience and boosting sales performance.
Education
High School Diploma -
Lufkin High School
Lufkin, TX05-2015
Skills
- Customer Service
- Account Management
- Communication
- Microsoft Office
- Time Management
- B2B Sales
- Computer Skills
- CRM management
- Multitasking
- Task prioritization
- Cold calling
- Lead qualification
- Objection handling
Active Licenses
- TX All lines Adjuster
- TX General Lines - Property and Casualty
- TX Life
Timeline
Sales Development Representative
JGM Financial Agency
06.2025 - 06.2026
LICENSED FINANCIAL SPECIALIST
Global Financial Impact
01.2024 - 07.2024
TRAVEL AGENT PRO
World Travel Holdings
05.2023 - 02.2025
CHAT CUSTOMER SERVICE REPRESENTATIVE
Verizon
05.2021 - 05.2023
ASSISTANT MANAGER
Kay Jewelers
10.2020 - 05.2022
BAR MANAGER/HEAD BARTENDER
First chance saloon/bar
08.2018 - 08.2020
SALES ASSOCIATE
CarMax
04.2017 - 06.2018
High School Diploma -
Lufkin High School