Summary
Overview
Work History
Education
Skills
Timeline
Generic

Meghann Pursley

Wauneta,NE

Summary

Detail-oriented with exceptional communication and project management skills. Able to handle multiple tasks efficiently in fast-paced environments and easily adapt to new work settings. Proactive in identifying and addressing issues, problem solving and completing tasks. Eager to contribute to company wide success and further develop professional skills.

Overview

17
17
years of professional experience

Work History

Substitute Teacher

Chase County Schools
10.2020 - Current
  • Manage classroom behavior to create a positive learning environment.
  • Provide individualized support to students requiring additional assistance.
  • Assist students in mastering subject material and preparing for tests.
  • Collaborate with faculty to support student engagement and achievement.
  • Contribute to positive school culture by participating in extracurricular activities and events such as coaching volleyball.
  • Repeatedly requested as substitute teacher by teachers based on excellent past referrals and trusted performance.

Insurance Agent/Office Manager

The Home Agency
07.2018 - 10.2020
  • Conducted thorough needs assessments to identify appropriate coverage options for over 200 Property and Casualty, Multiple Peril Crop Insurance and LRP clients.
  • Built strong client relationships through personalized insurance solutions and effective communication.
  • Prepared and and reviewed insurance applications, renewals, acreage reports, and claims to verify regulation compliance.
  • Negotiated with insurance underwriters to obtain better coverage and improved rates for clients.
  • Built professional relationships with company representatives and adjusters from various P&C companies, RCIS and NAU.
  • Facilitated smooth transitions between carriers when needed, minimizing disruptions to client coverage while maintaining positive relationships with both parties.
  • Calculated premiums and established payment methods for sales. collecting premiums and setting up EFTs.
  • Conducted thorough policy reviews with existing clients, identifying gaps in coverage and offering additional protection options when needed.
  • Maintained accurate records of all transactions, ensuring compliance with company policies and regulatory requirements streamlining policy and claim processes using the Agro and Semcat systems.
  • Assisted clients and adjusters in navigating complex claims process, ensuring fair and timely resolutions were given.
  • Cross-sold products to existing clients.
  • Worked closely with other team members to boost sales and achieve sales goals.
  • Expanded client base by actively prospecting for new business opportunities and generating referrals.
  • Consistently exceeded monthly sales quotas by effectively presenting product offerings to both current and potential customers.
  • Maintained high level of industry knowledge through continuous professional development, ensuring advice was always accurate and relevant.
  • Managed scheduling and logistics for meetings.
  • Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
  • Provided exceptional customer service when addressing client inquiries or concerns in person, via phone calls or email correspondence.
  • Oversaw appointment scheduling and itinerary coordination for both clients and personnel.
  • Organized spaces, materials and catering support for internal and client-focused meetings.

Insurance Agent

MNB Insurance Services
05.2017 - 05.2018
  • Analyzed client portfolios to recommend appropriate coverage adjustments based on changing circumstances.
  • Conducted thorough policy reviews with existing clients, identifying gaps in coverage and offering additional protection options when necessary.
  • Developed comprehensive insurance policies tailored to client needs and risk assessments.
  • Responded to customer calls swiftly to resolve issues and answer questions.
  • Utilized CRM software to manage client relationships.
  • Designed presentations and marketing materials to promote insurance products.

Insurance Agent/Customer Service Manager

McNair Agency
06.2015 - 05.2017
  • Streamlined administrative tasks, improving overall office efficiency and productivity by taking calls and assisting approximately 50 customers daily.
  • Developed customized insurance policies to meet client needs and enhance customer satisfaction.
  • Improved client retention rates with exceptional service and timely follow-up on policy inquiries and adjustments.
  • Took ownership of customer issues and followed through to resolution.
  • Developed detailed plans based on broad guidance and direction.
  • Cross-sold insurance products to existing clients.

Insurance Agent/Office Manager

The Home Agency
03.2009 - 06.2015

Same as previous description at same location.

Education

Bachelor of Science - Business Administration

University of Nebraska, Lincoln
Lincoln, Nebraska, NE
05-2008

Skills

  • Administrative functions
  • Client account management
  • Customer communication, relations and retention
  • Critical thinking
  • Risk mitigation
  • Upselling
  • CRM software

Timeline

Substitute Teacher

Chase County Schools
10.2020 - Current

Insurance Agent/Office Manager

The Home Agency
07.2018 - 10.2020

Insurance Agent

MNB Insurance Services
05.2017 - 05.2018

Insurance Agent/Customer Service Manager

McNair Agency
06.2015 - 05.2017

Insurance Agent/Office Manager

The Home Agency
03.2009 - 06.2015

Bachelor of Science - Business Administration

University of Nebraska, Lincoln
Meghann Pursley