Megan Young
Policy Issuance Specialist at TAPCO Underwriters, Inc.- Claim this Profile
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Topline Score
Bio
Credentials
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Insurance Agent, Property & Casualty
WebCE
Experience
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TAPCO Underwriters, Inc.
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United States
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Insurance
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100 - 200 Employee
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Policy Issuance Specialist
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Jan 2021 - Present
• Issue insurance policies according to company guidelines. • Assist underwriters with meeting and exceeding production goals as assigned by Tapco. • Develop and maintain client, carrier and agent relationships through timely, accurate service. • Correct and verify all necessary information prior to policy issuance. • Maintain necessary licenses to produce business. • Issue insurance policies according to company guidelines. • Assist underwriters with meeting and exceeding production goals as assigned by Tapco. • Develop and maintain client, carrier and agent relationships through timely, accurate service. • Correct and verify all necessary information prior to policy issuance. • Maintain necessary licenses to produce business.
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Farley Insurance Group
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United States
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Insurance
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1 - 100 Employee
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Account Manager
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May 2019 - Aug 2020
•Worked with underwriters to gain approval for quoting. • Developed positive working relationships with clients, underwriters, billing representatives, and referral sources. • Created insurance quotes and made presentations based on a real understanding of clients’ needs. • Managed a multi-line phone system to assist clients. • Maintained and updated client files and made necessary endorsements as requested. • Resolved billing inquiries and disputes. • Held necessary licenses to produce business. Show less
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Account Manager
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Apr 2017 - May 2019
• Skilled in supporting designated accounts and upholding a high level of client retention. • Provided detailed data and reporting in CRM with client follow-up. • Focused on business development growth by conducting detailed monthly consultations with current and potential clients. • Responsible for financial interactions by creating and modifying invoices. • Traveled to clients and built relationships through learned account management techniques • Skilled in supporting designated accounts and upholding a high level of client retention. • Provided detailed data and reporting in CRM with client follow-up. • Focused on business development growth by conducting detailed monthly consultations with current and potential clients. • Responsible for financial interactions by creating and modifying invoices. • Traveled to clients and built relationships through learned account management techniques
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Atlas Chiropractic & Wellness
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India
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Wellness and Fitness Services
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1 - 100 Employee
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Account Manager
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Feb 2016 - Jan 2017
• Dedicated to the administrative process of checking patients in/out and handling appropriate referrals for patients. • Managed insurance verifications, eligibility status and prior authorization. • Provided detailed data and reporting in CRM with client follow-up. • Time management skills applied by modifying specific work processes and procedures to meet set deadlines. • Handled all MRI and appointment scheduling while maintaining records, reports and filings. • Worked diligently while utilizing proper sales initiatives to increase profitability for the organization. • Utilized administrative expertise and experience by accurately billing patients and insurance companies. Show less
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Carolinas HealthCare System
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United States
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Hospitals and Health Care
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700 & Above Employee
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Administrative Assistant
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Mar 2015 - Feb 2016
• Processed insurance verifications and updated/maintained detailed medical records. • Ensured a seamless triage flow by understanding prioritization and keeping wait times to a minimum. • Assisted with referrals while receiving/managing refill requests and prescriptions. • Properly managed physician forms and assisted patients with completion. • Responsible for answering patient calls in a timely manner while guaranteeing a high level of customer satisfaction. • Processed insurance verifications and updated/maintained detailed medical records. • Ensured a seamless triage flow by understanding prioritization and keeping wait times to a minimum. • Assisted with referrals while receiving/managing refill requests and prescriptions. • Properly managed physician forms and assisted patients with completion. • Responsible for answering patient calls in a timely manner while guaranteeing a high level of customer satisfaction.
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Education
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King's College
Business Administration and Medical Assisting
Community
