Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic
Morgan M. Meaney

Morgan M. Meaney

Albert Lea

Summary

Insurance Producer:

Property, Casualty, Life, Accident, & Health

Commercial Lines Producer with passion for applying a humanized approach to AI solutions. Enhancing small business operations, insurance training, product development, and employee resources.


Experienced with understanding client needs and recommending suitable insurance products. Utilizes strategic sales techniques to close deals and secure long-term client relationships. Track record of maintaining high customer satisfaction through personalized service and consistent follow-up.


Professional with comprehensive background in insurance sales, adept at identifying client needs and offering tailored solutions. Proven success in driving revenue growth, fostering client relationships, and navigating complex insurance products.


Equipped with strong problem-solving abilities, willingness to learn, and excellent communication skills. Poised to contribute to team success and achieve positive results. Ready to tackle new challenges and advance organizational objectives with dedication and enthusiasm.


Overview

15
15
years of professional experience
1
1
Certification

Work History

Insurance Sales Producer

AssuredPartners
12.2022 - 03.2025
  • Participated in ongoing professional development opportunities such as workshops, seminars, and conferences to enhance skills and stay current with industry developments.
  • Boosted company revenue by identifying and pursuing new business opportunities in the insurance market.
  • Conducted comprehensive risk assessments to determine appropriate coverage levels for clients'' unique situations.
  • Developed strong relationships with clients, ensuring trust and loyalty for long-term business engagements.
  • Implemented effective cross-selling techniques, identifying opportunities to upsell additional lines of coverage or related products that would benefit clients.
  • Streamlined sales processes, implementing efficient strategies that accelerated closing times and increased productivity.
  • Expanded clientele base through targeted marketing campaigns and networking events, increasing brand visibility in the market.
  • Managed a diverse portfolio of accounts, delivering personalized attention to each client while juggling multiple priorities effectively.
  • Educated customers on various insurance products, empowering them to make informed decisions regarding their policies.
  • Collaborated with underwriters to negotiate favorable terms for clients, securing the best coverage at competitive rates.
  • Increased customer retention with exceptional client service and timely follow-ups on policy renewals.

Director of Operations

DIMA Corporation/ Malcolm Inc.
04.2017 - 12.2022
  • Oversaw daily operations across multiple departments, ensuring seamless coordination and efficient execution of tasks.
  • Monitored budget and utilized operational resources.
  • Collaborated with senior management to develop and execute long-term corporate goals and objectives.
  • Mentored and coached team members to foster productive and engaging work environment.
  • Conducted regular performance reviews to assess team progress, providing constructive feedback and guidance for continuous improvement.
  • Identified opportunities for cost reduction and process improvement, implementing changes that resulted in significant savings.
  • Negotiated with vendors, suppliers and other stakeholders to acquire mutually beneficial contracts and agreement.

Cosmetologist- Self Employed

Studio 22 Salon
03.2010 - 03.2017
  • Maintained a clean and hygienic work environment by following strict sanitation guidelines and procedures.
  • Booked appointments, answered phones, greeted clients, handled payments, and created client service tickets.
  • Demonstrated high level of customer service to increase retention and satisfaction.
  • Processed payments, entering sales in register for prompt customer service.
  • Demonstrated exceptional time management skills by efficiently scheduling appointments and managing multiple clients simultaneously.
  • Supported reception desk, receiving phone calls, entering appointments, and collecting payments for services rendered.
  • Stayed current with industry trends and techniques by attending workshops, trade shows, and continuing education courses.
  • Assisted in inventory management by tracking product usage, reordering supplies as needed, and maintaining an organized workspace.
  • Researched latest trends in hair and makeup to stay updated on color, style, and technique.
  • Conducted thorough consultations with clients to assess their desired outcomes and develop customized treatment plans accordingly.
  • Expanded the salon''s service offerings by mastering new techniques in hairstyling, coloring, cutting, extensions application among others.

Education

Cosmetology - Business Administration And Management

Riverland Community College
Austin, MN
05-2012

High School Diploma -

Albert Lea High School
Albert Lea, MN
05-2008

Skills

  • Goal oriented
  • Financial acumen
  • Customer service
  • Licensed insurance agent
  • Insurance sales
  • Appointment management
  • Product knowledge
  • Customer retention
  • Team training and development
  • Email marketing
  • Risk management
  • New business development
  • Account management
  • Cold calling
  • Lead prospecting
  • Client account management
  • Commercial lines
  • Prospect management
  • Deductible expense identification
  • New policy quotations
  • Exposure determination
  • Attention to detail
  • Problem-solving abilities
  • Teamwork and collaboration
  • Quotes and sales
  • Excellent communication
  • Critical thinking
  • Organizational skills
  • HIPAA compliance
  • Customer follow-up
  • Team leadership
  • Policy analysis
  • Customer needs assessment
  • Rapport building
  • Marketing
  • Proposal preparation

Certification

  • Commercial Lines Coverage Specialist designation. Complete in 2023 through State Auto Pace Setter Program

Timeline

Insurance Sales Producer

AssuredPartners
12.2022 - 03.2025

Director of Operations

DIMA Corporation/ Malcolm Inc.
04.2017 - 12.2022

Cosmetologist- Self Employed

Studio 22 Salon
03.2010 - 03.2017

Cosmetology - Business Administration And Management

Riverland Community College

High School Diploma -

Albert Lea High School

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Morgan M. Meaney