Megan Webster
Denver,CO
Summary
Talented professional considered knowledgeable leader and dedicated problem solver. Brings 20 years of valuable expertise to forward company objectives. Enjoys working with data; attentive to detail with experience in coordinating projects, programs and improvements.
Overview
8
8
years of professional experience
Work History
Project Manager
E.A. Buck Financial
06.2022 - Current
- Assessed operational performance to identify areas for improvement.
- Used Salesforce and other financial planning software to model data and forecast trends.
- Improved team productivity by implementing effective workflow strategies and time management techniques.
- Actively participated in strategic planning meetings, contributing valuable input towards setting departmental objectives.
- Collaborated with cross-functional teams to develop comprehensive project plans, ensuring timely delivery of key milestones.
- Created and managed operational databases to store and track data and maintain accurate information.
- Produced monthly reports using advanced Excel spreadsheet functions.
- Identified, analyzed and interpreted trends or patterns in complex data sets.
- Created various Excel documents to assist with pulling metrics data and presenting information to stakeholders for concise explanations of best placement for needed resources.
Senior New Business Case Manager/Salesforce System Admin
Peak Pro Financial
08.2016 - 06.2022
- Handled data migration from HQ CRM to Salesforce and worked as Salesforce system administrator after implementation
- Worked with team to identify areas of improvements in processes and in the way data was captured and reported on to improve efficiencies
- Responsible for medically and financially underwriting high level and complex indexed universal life insurance contracts
- Review life insurance and annuity contracts to identify and track specific contractual requirements as it relates to the medical and financial underwriting of high level and complex cases
- Built and maintained productive relationships with agents and brokers as well as top-level executives
- Streamlined processes for faster case resolution, resulting in increased efficiency and productivity.
- Work closely with Chief Executive Officer to realize department and company initiatives
- Attend financial product, compliance, and processing related meetings, calls, and webinars to roll out information to the team
- Participate in high priority or sensitive escalations
- Act as subject matter expert for financial and medical underwriting.
Education
Bachelor of Science - Business Management
Edison State College
Skills
- Process Analysis
- Data Analysis
- Project Management
- Performance Metrics
- Workflow Optimization
- Technology Integration
- Documentation
- Continuous Improvement
- Communication
- Problem Resolution
- Compliance
Timeline
Project Manager
E.A. Buck Financial
06.2022 - Current
Senior New Business Case Manager/Salesforce System Admin
Peak Pro Financial
08.2016 - 06.2022
Bachelor of Science - Business Management
Edison State College
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