Megan Wagner
RT Specialty
Charlotte
11
years of professional experience
Organized Administrative Professional with over 10 years of experience in business operations, client account management, and documentation coordination. Demonstrated expertise in problem-solving and managing multiple priorities in fast-paced environments. Committed to enhancing operational efficiency and client satisfaction within a forward-thinking organization.
Work History
Account Executive
2 Years- Coordinated new business and renewal accounts through underwriting lifecycle to ensure seamless transitions and client satisfaction.
- Partnered with brokers to prepare comprehensive market submissions.
- Fostered strong broker relationships through exceptional service and proactive account management.
- Ensured underwriting compliance with carrier guidelines, regulatory requirements, and internal policies.
- Managed billing, invoicing, premium audit, and policy servicing to maintain accurate account administration and enhance client experience.
Issuance Specialist
3 Years 5 Months- Issued commercial insurance policies and related documents in accordance with carrier guidelines.
- Verified policy information for accuracy and completeness, ensuring readiness for issuance.
- Ensured policy transactions complied with carrier, regulatory, and internal standards.
- Partnered with underwriters and brokers to resolve policy discrepancies, expediting timely issuance.
- Managed policy records and delivered administrative support, streamlining the policy issuance process.
Account Manager
1 Year 3 Months- Built strong client relationships, leading to higher retention and referral rates.
- Collaborated with underwriters to secure quote approvals, resulting in increased client satisfaction.
- Analyzed client risk profiles to develop tailored new business coverage recommendations and quotes.
- Quoted and bound renewal accounts to ensure client coverage.
- Resolved billing disputes, fostering client trust and minimizing churn.
- Managed phone systems, ensuring prompt client assistance and issue resolution.
Account Manager
2 Years 1 Month- Cultivated strong client relationships through strategic account management.
- Enhanced client retention strategies, resulting in measurable improvements in customer loyalty and repeat business.
- Facilitated monthly consultations that contributed to business growth.
- Leveraged CRM for precise data reporting and proactive client follow-up.
Administrative Assistant
11 Months- Verified insurance and secured authorizations, ensuring seamless billing processes.
- Scheduled MRIs and appointments, maintained organized records and documentation.
- Efficiently managed patient check-in/out, enhancing workflow and patient satisfaction.
- Coordinated sales initiatives, directly contributing to clinic profitability.
Administrative Assistant
11 Months- Coordinated referrals and processed prescription requests to support timely patient care.
- Handled physician forms and responded to patient calls to ensure efficient communication.
- Enhanced patient service through timely communication.
- Streamlined triage process for efficient patient flow.
- Managed detailed medical records to maintain compliance and accuracy for patient safety.
Education
Business Administration - Medical Assisting Concentration
Skills
Client Relations
Communication
Customer Service
Administrative Support
Calendar Management
Document Management
Workflow Coordination
Time Management
Multi-Tasking
Organization
Teamwork and Collaboration
Decision-Making
Problem Solving
Microsoft Office Suite
Detail-Oriented
Client Relationship Building
Account Management
Interpersonal Skills
Timeline
Account Executive
RT Specialty
06.2024 - 06.2026Read More
Issuance Specialist
CRC Group
01.2021 - 06.2024Read More
Account Manager
Farley Insurance Group
05.2019 - 08.2020Read More
Account Manager
The Core Training, Inc.
04.2017 - 05.2019Read More
Administrative Assistant
Atlas Chiropractic & Wellness
02.2016 - 01.2017Read More
Administrative Assistant
Atrium Health
03.2015 - 02.2016Read More
King’s College
Business Administration from Medical Assisting Concentration
Read More