Summary
Overview
Work History
Education
Skills
Timeline
Generic

Megan Klopfstein

Columbus,OH

Summary

Thorough team contributor with strong organizational capabilities. Experienced in handling numerous projects at once while ensuring accuracy. Effective at prioritizing tasks and meeting deadlines.

Overview

6
6
years of professional experience

Work History

Personal Lines Account Manager

Isner Insurance
08.2023 - Current
  • Conducted annual reviews of existing policies to update information.
  • Met with customers to provide information about available products and policies.
  • Analyzed risk factors to recommend appropriate coverage levels.
  • Negotiated contracts and terms of sale with potential customers.
  • Educated clients on insurance policies and procedures.

Administrative Assistant

Whalen CPAs
11.2020 - 08.2023
  • Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
  • Maintained inventory of office supplies and placed orders.
  • Managed filing system, entered data and completed other clerical tasks.
  • Performed research to collect and record industry data.
  • Established administrative work procedures to track staff's daily tasks.
  • Assisted coworkers and staff members with special tasks on daily basis.

High School English Teacher

Columbus Arts and Technology Academy
12.2018 - 12.2019
  • Utilized multimedia strategies and technology to convey information in fresh and interesting ways.
  • Prepared comprehensive English curriculum for multiple classes.
  • Assessed student progress and provided feedback to improve performance and establish academic success.
  • Assessed and evaluated student performance through use of standardized testing.
  • Promoted culture of inclusion, respect and collaboration in classroom.

Education

Bachelor of Arts - Integrated Language Arts Education

Ohio Dominican University
Columbus
08-2015

Skills

  • Policy administration
  • Client needs analysis
  • Reception oversight
  • Account management
  • Calendar management
  • Appointment scheduling
  • Schedule management
  • Multi-task management
  • Relationship building

Timeline

Personal Lines Account Manager

Isner Insurance
08.2023 - Current

Administrative Assistant

Whalen CPAs
11.2020 - 08.2023

High School English Teacher

Columbus Arts and Technology Academy
12.2018 - 12.2019

Bachelor of Arts - Integrated Language Arts Education

Ohio Dominican University
Megan Klopfstein