Megan C O’Neal
Houston,TX
Summary
Insurance professional with extensive experience in providing personalized insurance solutions. Recognized for ability to build strong client relationships and deliver exceptional service. Focused on team collaboration and adapting to changing needs. Skills include risk analysis, policy development, and effective communication. Also knowledgeable in mortgage loan closings and museum environments.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Account Representative
Shane Armbrister State Farm
10.2022 - 02.2024
- Quoting and processing incoming quotes coming through office relating to home, auto, commercial, life and health
- Identifying new business opportunities through networking and referrals
- Developing customized insurance plans for clients based on their individual needs
- Processing applications and payments, ensuring accuracy and compliance with state regulations
- Collaborating with other departments to ensure customer satisfaction
- Responding promptly to customer inquiries and complaints
- Developing and maintaining relationships with existing customers, providing exceptional customer service
Loan Closer and Loan Funder
Stone Mortgage Corporation
05.2020 - 07.2022
- Ensuring loan closing packages are accurately created and delivered timely to closing agents
- Setting time and date with title company and borrowers to close on the loan
- Ensuring borrower’s insurance has adequate coverage for company and loan
- Effectively communicating with closing agents and obtaining all necessary closing documents in order to fund the loan for borrowers
- Ordering money to fund loan
- Funding loans in accordance with company and investor guidelines
- Arranging loan packages in order to be sold to banks
- Clearing any conditions warehouse banks require before purchase of loan
Seasonal Sales Associate
James Avery Craftsman Jewelry
11.2019 - 01.2020
- Demonstrating outstanding guest service skills
- Assisting guests with their purchase at POS (Point of Sale)
- Providing knowledgeable service to guests on product information utilizing in-store tools/training
- Assisting in overall store presentation
Caregiver
Visiting Angels
08.2018 - 08.2019
- Assisting clients with personal care services such as bathing, toileting, dressing, and grooming
- Assisting with medication reminders
- Engaging in light house keeping including laundry, dishes, and vacuuming
- Planning, preparing and serving meals
- Assistance with transportation to appointments, activities, errands, and shopping
- Providing companionship and conversation
Independent Distributor
It Works Global
11.2016 - 07.2018
- Generating leads for new sales through telephone, internet and local marketing and email contact with prospects
- Promptly responding to general inquiries from prospects via phone and email
- Carefully selecting the right products for customers
- Training new independent distributors on products and network marketing
Museum Director
Gonzales Memorial Museum
01.2014 - 09.2016
- Setting goals and objectives ensuring the adequacy of all museum programs by directing, planning, developing, coordinating and implementing policies and procedures related to all phases of the museum
- Developing and administering museum budget, fundraising and grant management and applications
- Maintaining high standards of professionalism in areas including, but not limited to, acquisition, preservation, research, interpretation, and exhibits
- Identifying, documenting and cataloguing all objects as well as creating records
- Responsible for preservation and management of all objects held by or loaned to the museum
- Working with mayor, city council, city manager, and parks and recreation to develop and achieve long-range goals
- Managing inventory and sales of all gift shop items relating to museum
- Supervising one part time employee and several volunteers
Intern
Gilcrease Museum
01.2013 - 05.2013
- Working with Development Director to develop a database of competitive museum endowments to assist with fundraising goals and memberships
Intern
Tulsa Air and Space Museum
05.2012 - 08.2012
- Cataloging objects, photographs, and letters relating to the Air and Space Industry in Tulsa, OK
- Identifing the library books that were missing from the museum’s cataloguing software
- Creating and pulling objects for exhibits onsite and offsite
- Working with the museum archivist to move paper files into Past Perfect Museum Software
- Teaching educational summer camps for 4th-6th graders on rocketry, including rocket demonstrations and launches
- Selling memberships to museum visitors
Graduate Assistant
University of Tulsa
01.2012 - 05.2012
- Creating a website for Internationalization Leadership Committee
- Attending and taking all minutes for Internationalization Leadership Committee Meetings
- Working with Director of the Internationalization Leadership Committee to write the annual report for interdisciplinary studies
Intern
1940 Air Terminal Museum
05.2010 - 08.2011
- Cataloging artifacts relating to 1940 Air Terminal museum
- Raising over $16,000 selling raffle tickets for annual raffle drawing
- Coordinating silent auction with Gala Committee, including soliciting auction items
- Selling memberships to museum visitors
- Organizing art contest for museum’s 70th anniversary
- Participating in hosting an evening for annual American Association of Museums Conference
- Performing inventory and sales in gift shop using QuickBooks Point of Sale System
- Opening and closing museum in absence of director
Education
Master of Arts - Museum Science and Management
The University of Tulsa
Tulsa, OK05.2013
Bachelor of Arts - Archaeology, Art History
Sweet Briar College
Sweet Briar, VA05.2008
Skills
- MS Office Suite
- Outlook
- State Farm Computing Systems/ECRM-Salesforce & NECHO Database
- Adobe Photoshop
- QuickBooks Point of Sale System
- E-marketing & Email blasts
- Social media
Certification
Department of Insurance Texas, General Lines Agent for Life, Accident, Health & HMO, Property & Casualty, 2910991, Notary Public-State of Texas
Exhibits
- Text panels for permanent exhibition, Gonzales Memorial Museum, 2016
- Window Display Exhibit, Tulsa Air and Space Museum, 2012
- Take My Wife, Please, Jewish Comedian Exhibit, Sherwin Miller Museum, 2012
- Text panels for permanent display, 1940 Air Terminal Museum, 2011
Phone
cell, 2817349196
Volunteer Experience
- Intern, Gilcrease Museum, Tulsa, OK, 01/13, 05/13, Developing a database of competitive museum endowments
- Intern, Tulsa Air and Space Museum, Tulsa, OK, 05/12, 08/12, Cataloging objects, photographs, and letters, Identifying missing library books, Creating and pulling objects for exhibits, Teaching educational summer camps
- Intern, 1940 Air Terminal Museum, Houston, TX, 05/10, 08/11, Cataloging artifacts, Raising funds through raffle tickets, Coordinating silent auction, Organizing aeronautical art contest
Activities
- National Society of the Daughters of the American Revolution, Sam Houston Chapter
- Graduate Student Senate- The University of Tulsa
- Student Government Association, Campus Events Organization, and Leadership Conference – Sweet Briar College
Timeline
Account Representative
Shane Armbrister State Farm
10.2022 - 02.2024
Loan Closer and Loan Funder
Stone Mortgage Corporation
05.2020 - 07.2022
Seasonal Sales Associate
James Avery Craftsman Jewelry
11.2019 - 01.2020
Caregiver
Visiting Angels
08.2018 - 08.2019
Independent Distributor
It Works Global
11.2016 - 07.2018
Museum Director
Gonzales Memorial Museum
01.2014 - 09.2016
Intern
Gilcrease Museum
01.2013 - 05.2013
Intern
Tulsa Air and Space Museum
05.2012 - 08.2012
Graduate Assistant
University of Tulsa
01.2012 - 05.2012
Intern
1940 Air Terminal Museum
05.2010 - 08.2011
Bachelor of Arts - Archaeology, Art History
Sweet Briar College
Department of Insurance Texas, General Lines Agent for Life, Accident, Health & HMO, Property & Casualty, 2910991, Notary Public-State of Texas
Master of Arts - Museum Science and Management
The University of Tulsa
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