Life Insurance Sales

Megan Harvey

*************@*****.***• 434-***-****

EDUCATION

Virginia Tech, College of Liberal Arts & Human Sciences Dec. 2015 Major: Bachelor of Arts, Communication Studies GPA: 3.46 Minors: Sociology and Women and Gender Studies

Member of: Tau Sigma National Honor Society, National Society of Collegiate Scholars WORK EXPERIENCE

L3Harris Technologies, Inc., Lynchburg VA May 2019- Present Proposal Production Manager, Contractor

• Manages all tender, RFP, and other solicited/unsolicited opportunities and deliverables through their production, assembly, and shipping.

• Manages established Proposal processes using checklists and other process controls to verify requirements are met and documented.

• Reviews all Customer Requirements and develops packaging and labeling that meets customer requirements.

• Reviews all submitted proposal material and formats to adhere to established formatting guidelines, ensuring all documents are of the highest quality.

• Supports proposal document preparation tasks which includes editing and cross checking all documentation.

• Responsible for overseeing final proposal packaging and shipment. Consensus Real Estate Services, Lynchburg, VA January 2019- Present Real Estate Sales Agent

• Licensed Realtor in Virginia responsible for helping the buyer select and purchase a property by arranging for showings, negotiating transactions, drafting Sales Agreements and working through the transaction to closing.

• Assisted with the Property Management Division in leasing for Residential and Commercial properties.

• Assisted with the Residential Real Estate Appraisal Division. Pacific Life Insurance Company, Lynchburg, VA: April 2017-January 2019 Life Insurance Underwriter

• Responsible for evaluating insurance applicants by correlating all aspects of risk to determine whether to accept, modify, or decline applications.

• Focuses on mortality by evaluating risk of death, which includes history, degree of medical maintenance, treatment, and flags of potential future risk.

• Demonstrates sound mortality and risk assessment, builds strategic customer and team relationships, exceeds customer service level agreements, and meets quality and professional development standards for Life Insurance Operations

• Builds strong relationships with customers, the underwriting team and business leaders.

• Actively seeks professional development and industry education opportunities.

• Builds a strong working knowledge of business processes, guidelines, products and systems.

• Participates in Department and Company-sponsored activities.

• Demonstrates strong written and verbal communication skills and is able to organize and express ideas and assessments clearly and concisely.

• Possesses Critical thinking skills and attention to detail with ability to quickly identify information GEICO, Fredericksburg, VA: Jun 2016- Jan 2017

Management Development Program

• Participated in industry-leading training in MOAT (Homeowners) Sales

• Licensed Property & Casualty Insurance Producer in all 50 states

• Gained hands-on experience by working on real life business projects

• Participated in a comprehensive supervisor preparation curriculum, development seminars and forums

• Coached associates and demonstrated team management skills Estes Forwarding Worldwide, Richmond, VA: Jan. 2016- April 2016 Advanced Leadership Program Trainee

• A program designed to develop future operations and sales leaders Current Address: 203 Whitley Way

Lynchburg, VA 24503

• Carried out responsibilities in: domestic operations, global operations, truckload operations and sales

• Made business decisions by evaluating multiple transportation options, pricing, timing, availability, volume and other factors

• Developed and maintained functional knowledge of the products, services and operations offered by the company and actively participated in product training sessions.

• Negotiated with vendors and clients to enter into contractual obligations in fulfilling EFW and its clients’ major organizational objectives.

• Researched and analyzed routes for efficiency and cost effectiveness, negotiate pricing as necessary to meet customer needs

• Set-up services per contract with consumers and secured EFW business by quoting utilizing telephone sales techniques. Virginia Tech Student Athlete Academic Support Services, Blacksburg, VA: Aug. 2015- Dec. 2015 Tutor for student athletes

• Provided tutorial assistance for requests made by student athletes

• Tutored in Communications, Sociology, and Women and Gender Studies Top of the Stairs, Blacksburg, VA: Aug. 2015- Dec. 2015 Server

• Opened the restaurant during weekdays

• Performed all front of the house duties

Nati Celebrity Services, Blacksburg, VA: Oct. 2014- May 2015 Intern Publicist

• Assisted with celebrity bookings, interviews, and press releases

• Primary contact with potential clients and media Chipotle Mexican Grill, Blacksburg, VA: May 2014- Aug. 2014 Crew Member and Cashier (Summer position)

• Performed all front of the house duties including cashier, crew member, and food preparation

• Promoted to train new employees

Buffalo Wild Wings, Lynchburg, VA: Jan. 2013- Aug. 2013 Waitress and Hostess

• Performed all front of the house duties including cashier, hostess, and waitress

• Assisted in the opening and closing of the restaurant LEADERSHIP & EXTRACURRICULAR SKILLS

Richmond SPCA, Richmond, VA: Jan. 2016- May 2016

• Volunteer with the animals at the SPCA and the SPCA fundraising events Virginia Tech, Blacksburg, VA: 2013-2015 School year

• Attended Hokie Day 2015 at the General Assembly

• Writer for the Odyssey newspaper

• Attended Women’s Leadership Series

• Historian and member of Gamma Phi Beta Sorority

• Member of BARC (Bonding with Animals through Recreation on Campus)

• Member of Hellenic Society

• Member of SAVES (Sexual Assault and Violence Education by Students)

• Volunteer at the Women’s Center on campus

University of Virginia, Charlottesville, VA: Fall 2012

• Member of SAFE (Sexual Assault Facts and Education)

• Member of the White Ribbon Campaign

ADDITIONAL SKILLS

• Foreign Languages: French, Greek

• Trained in: Microsoft Word, Microsoft Office, Microsoft Excel, Microsoft PowerPoint, iMovie, Adobe Acrobat, Adobe InDesign, Adobe Photoshop

• Relevant Coursework: Public Speaking, Intro to Communication Studies, Speech Communication, Media Writing, Intro Communication Research, Media Institutions, Visual Media, The Rhetorical Tradition, Interpersonal Communication, Public Advocacy, Media Effects, Communication Law, Persuasion, Digital Advocacy Campaigns

• Completed extensive formal classroom training focused on understanding the anatomy and physiology of body systems and disease processes as they relate to the assessment of medical risks, in addition to a review of non-medical risk assessment, including avocations and financial needs analysis.

• Professional Insurance Designations: ALMI and ACS

• Actively working towards AALU and FMLI designations

• Licensed Real Estate Agent in Virginia

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