Megan Semonis

Agency Development Manager

Megan Semonis is a skilled professional, who works in The Smith Sawyer Smith Agency main office of which is in 621. as a Agency Development Manager since 2019. This person gained professional experience in more than 14 positions at various companies. Megan Semonis went to the Purdue University, College of Consumer and Family Sciences and got education there from 2009. Megan has such qualifications as Series 7, Series 66, and Property & Casualty Insurance License. Bourbon, Indiana is the area, where this professional was lastly known to settle. Their email address and phone number can be accessed through SoftwareOfficial by request.
Name variants:
Meg Semonis
Last updated Jun 03, 2024

Contact Information

Last Update
Jul 7, 2022
Email
mj**@gmail.com
Location
Bourbon, IN
Company
The Smith Sawyer Smith Agency

Workplace

Agency Development Manager

Work History

Agency Development Manager

124 east 8Th St, Rochester, IN 46975
Workflow Management Staff Training Quality Control Billing Coordination Carrier Relations Data Mining Efforts Employee Satisfaction Customer Feedback
from Jul 2019

Commercial Lines Csa and Office Workflow Manager

124 east 8Th St, Rochester, IN 46975
Primary Focus: Commercial Lines Quoting, Service, & Sales Staff Development & Workflow Management Business Goal Tracking & Company Relationship Coordination
Jun 2014 — Jun 2018

Personal Lines Customer Service Agent

124 east 8Th St, Rochester, IN 46975
Primary Focus: Personal Lines Service, Quoting & Sales Secondary Focus: Investment Strategies Support & Financial Planning
Jan 2013 — Jun 2014

Commercial Lines Csr

124 east 8Th St, Rochester, IN 46975
Serviced current commercial lines customer accounts, and prepared quotes for prospective customers.
Jun 2012 — Jan 2013

Staff Development Coordinator

124 east 8Th St, Rochester, IN 46975
Primary Focuses: Workflow Management & Tracking, Staff Training, Quality Control, Billing Coordination, Carrier Relations, Data Mining & Reporting, Agency Development
from May 31, 2012

Paraplanner

3500 Packerland Dr, De Pere, WI 54115
Assisted Financial Advisor in scheduling, meeting preparation, account analysis and strategy, client events, client file organization, financial product applications, and client account mana...
Nov 2010 — Jun 2012

Paraplanner

Mishawaka, IN
Mar 2010 — Jun 2012

Pharmacy Technician

Rochester, IN
Jul 2009 — Jan 2011

Financial Planning Intern

Bremen, IN
Jun 2008 — Jan 2009

Intern

3500 Packerland Dr, De Pere, WI 54115
Shadowed under a Financial Advisor, assisting with multiple research and client outreach projects. Scheduled client meetings for the Financial Advisor and prepared client files for those mee...
Jun 2007 — Nov 2010

Pharmacy Technician

Plymouth, IN
May 2006 — Jun 2010

Pharmacy Technician

5215 Holy Cross Pkwy, Mishawaka, IN
2006 — 2010

Cashier and AGFA Photo Lab Assistant

Bourbon, IN
Dec 2003 — Mar 2006

Customer Service Representative & Social Media Director

2000 — Jun 2012

Education

Bachelors of Science in Financial Counseling and Planning

West Lafayette, IN
from May 2009
2005 — 2009

Occupations

Executive
Development Director
IT Professional
Data Analyst
Manager
HR Manager
Data Entry Specialist
Data Scientist
Operations Manager

Skills

Customer Service
Insurance
Microsoft Office
Sales
Microsoft Excel
Strategic Financial Planning
Data Entry
Administrative Assistants
Financial Analysis
Account Management
Strategy
Leadership
Data Processing
Client Services
Finance
Client Service
Scheduling
Financial Planning
Administrative Support

FAQs about Megan Semonis

What is the main profession of Megan Semonis?

This professional's job is Agency Development Manager

What jobs is Megan Semonis a professional at?

Megan is a professional Executive and Development Director jobs.

Where does Megan Semonis live?

Bourbon, Indiana is the place where Megan Semonis lives

What is the expert's email?

Megan Semonis's email is mj**@gmail.com.

How many companies did Megan Semonis work at?

Megan Semonis worked at 14 jobs.

What education does Megan Semonis have?

Megan studied at the Purdue University, College of Consumer and Family Sciences from 2009.

Are there any certifications, that Megan Semonis has?

The professional received the following certifications: Series 7, Series 66, Property & Casualty Insurance License, and Life & Health Insurance License.

What is the industry that Megan Semonis worked in?

This person works in Insurance industry.
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