Megan Wellington
Conroe,TX
Summary
Dynamic professional with a proven track record in the insurance and legal sectors, notably at The Law Office of Melissa Loveless and Bankers Life & Casualty Insurance. Excelled in client relations and legal research, surpassing sales quotas and enhancing customer satisfaction. Skilled in document drafting and adept at fostering trust, demonstrating a strong blend of analytical and interpersonal abilities.
Overview
11
11
years of professional experience
Work History
Licensed Insurance Agent
Bankers Life & Casualty Insurance
08.2023 - Current
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Exceeded corporate quotas for monthly policy sales.
- Upsold additional products and services after identifying customer needs and requirements.
Paralegal
Law Office of Melissa Loveless
08.2024 - 11.2024
- Prepared legal briefs, motions, and pleadings.
- Assisted counsel in preparing answers, providing documentation, and information for discovery request.
- Conducted detailed client intakes and entered information into company database.
- Conferred with clients and other involved parties to gather and track case information.
Sales Representative
DOT Compliance Group
12.2020 - 08.2024
- Gained customer trust and confidence by demonstrating compelling, persuasive and composed professional demeanor.
- Presented professional image consistent with company's brand values.
- Built diverse and consistent sales portfolio.
- Recorded accurate and efficient records in customer database.
- Performed effectively in self-directed work environment, managing day-to-day operations and decisions.
Service Advisor
Munday Chevrolet
06.2015 - 12.2020
- Explained maintenance and repair needs to customers and offered advice on preventative maintenance.
- Delegated and supervised vehicle bodywork to body team for restoration and remediation.
- Maintained awareness of vehicle market trends to assess customer demands and budgets.
- Coordinated with parts department to determine availability of necessary components.
Service Advisor
Buckalew Chevrolet
12.2013 - 06.2015
- Maintained high customer satisfaction standards to meet or exceed targets.
- Promptly responded to inquiries and requests from prospective customers.
- Exhibited high energy and professionalism when dealing with clients and staff.
- Followed up with customers about resolved issues to maintain high standards of customer service.
- Reduced process inconsistencies and effectively trained team members on best practices and protocols.
- Explained maintenance and repair needs to customers and offered advice on preventative maintenance.
Education
Bachelor of Science - Psychology
University of Houston
Houston, TX01-2026
Certificate - Paralegal Studies
Center For Advanced Legal Studies
Houston, TX02-2024
Associate of Applied Science -
Lone Star College
Houston, TX04-2022
Skills
- Case file organization
- Document filing
- Legal research
- Document drafting
- Letter preparation
- Scheduling
- Client relations
- Westlaw
- Clio
- Asset protection expertise
Timeline
Paralegal
Law Office of Melissa Loveless
08.2024 - 11.2024
Licensed Insurance Agent
Bankers Life & Casualty Insurance
08.2023 - Current
Sales Representative
DOT Compliance Group
12.2020 - 08.2024
Service Advisor
Munday Chevrolet
06.2015 - 12.2020
Service Advisor
Buckalew Chevrolet
12.2013 - 06.2015
Bachelor of Science - Psychology
University of Houston
Certificate - Paralegal Studies
Center For Advanced Legal Studies
Associate of Applied Science -
Lone Star College
Similar Profiles
Olivia TaylorOlivia Taylor
Life and Health Insurance Agent at Bankers Life & Casualty InsuranceLife and Health Insurance Agent at Bankers Life & Casualty Insurance
Nick AlbertsonNick Albertson
Financial Professional Associate at Bankers Life & Casualty InsuranceFinancial Professional Associate at Bankers Life & Casualty Insurance
Megan StarkMegan Stark
Branch Office Administrator at Bankers Life & Casualty InsuranceBranch Office Administrator at Bankers Life & Casualty Insurance