Meghan Swyt

Account Manager at Whitaker Financial Services
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Contact Information
us****@****om
(386) 825-5501
Location
San Jose, California, United States, US
Skills

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Bio

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Experience

  • Whitaker Insurance
    • United States
    • Insurance
    • 1 - 100 Employee
    • Account Manager
      • Jul 2017 - Present

      San Jose, CA Small to Large Group Employee Benefits

    • Account Manager
      • Jul 2017 - Present

      San Jose, CA

    • Account Manager
      • Jul 2017 - Present

      San Jose, California

  • Gryphon Financial Group
    • Auditor
      • Sep 2011 - May 2017

      Morgan Hill, CA

  • Holy Family School
    • Teacher's Aide
      • Aug 2007 - Jun 2010

      Support and assist primary teacher with all aspects of daily classroom activities Develop, implement and evaluate Resource Reading Group Maintain classroom grade book, grade student papers and maintain classroom filing system

  • Northwestern Mutual Life Insurance
    • Bookkeeper
      • Dec 1997 - Jun 1998

      Handled all aspects of agency bookkeeping, A/R and A/P, payroll and agent commissions

  • Mass Mutual Life Insurance Company
    • Office Manager
      • Jan 1997 - Nov 1997

      Responsible for all aspects of agency support and staffing, including sales support, administration, marketing support, client services and staff development Supervised staff of 5 and handled all Human Resource responsibilities Handled all aspects of agency bookkeeping, A/R and A/P, payroll and agent commissions

  • Northwestern Group Marketing Services
    • Associate Group Specialist
      • Sep 1994 - Jan 1997

      Developed and maintained effective customer relationships with corporate decision makers, human resource managers and benefits administrators Developed and maintained excellent working relationships with insurance brokers and their staff Assisted companies in designing and administering progressive benefits packages

  • Smith Agency
    • Insurance
    • 1 - 100 Employee
    • Director of Administration and Career Development
      • Apr 1988 - Mar 1994

      Assisted new agents in the testing and procurement of their state insurance license and their appointment by Northwestern Mutual Life Supervised staff of 5 in high volume, customer service office Facilitated smooth operation of daily office functions assuring the highest quality sales and service support Managed all aspects of Human Resources

Education

  • Washington State University
    B.A, Fashion Merchandising/Home Economics
  • Washington State University

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