Megan Sickles

Experience

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  Immortalis Botanicals

  Oct 2008 - Dec 2008

  Temporary Office Assistant

  1. Check office email regularly and respond appropriately 2. Answer phones in a professional manner 3. Keep filing up to date 4. Handle accounts receivable including: daily preparation of invoices, posting and depositing payments received, contacting overdue account holders

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  Bay Auto Service, INC

  Jul 2009 - Aug 2009

  Office Assistant

  Monitored telephones, managed appointment book by recording new appointments and prepared reminder letters, emails, and phone calls, collected payments and updated/maintained accounts receivable, transport customers, purchased automobile parts, and performed other minor office tasks.

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  Longwood University Golf Course

  Oct 2009 - Nov 2010

  Pro Shop Assistant

  Operated and maintained cash drawer, monitored telephone, recorded messages, advised customers when applicable, sold merchandise and "tee times", conducted daily closing duties, including: closing the cash drawer and locking up the golf course buildings.

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  ZipRealty - Barbara Thomas

  Jun 2010 - Aug 2010

  Intern/Office Assistant

  Created and maintained two websites, coordinated appointments via phone and email, corresponded with clients via email, created email templates, managed client information on database, implemented and maintained filing system and office organization.

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  BrownGreer PLC

  Feb 2011 - Apr 2011

  Claims Reviewer

  Review claims submitted in regards to the BP oil spill and decide if the claimant had a legitimate claim. Once the legitimacy of the claim was established, I worked through the claim paperwork which included tax documents, to calculate the payment due to the claimant.

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  Strategic Employee Benefit Services

  May 2011 - Dec 2011

  Customer Service Specialist

  1. Handle customer service issues related to health, dental, life and disability insurance, such as billing issues, claims issues, enrollment and eligibility. 2. Provide bookrates and underwritten quotes for new and current clients in the small group sector (2-25 employees).3. Send out constant contact such as surverys, emails, newsletters, renewal information and mid-year phone calls to insure clients are satisfied and to help retain clients. 4. Create eBooks (benefit guides) and CDs for current/new clients. These include enrollment/change forms, benefit summaries, rates, and customer service contact information Show less

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  Digital Benefit Advisors

  Jan 2012 - May 2014

  1. Advise small groups (2-25 employees) regarding health, dental, vision, life and disability insurances.2. Stay up to date on healthcare reform including the ever changing laws and regulations while keep my clients informed.3. Develop knowledge of plans, networks and rules with all applicable carriers for the state of Virginia. 4. Maintain contact with book of clients and insure customer satisfaction at all times.5. Perform daily duties with minimal supervision and respond to all emails and phone calls in a timely manner (less than 24 hours).6. Contribute ideas on how to better our office, procedures and communications with clients to upper level management when solicited.7. Serve as the implementation coordinator for existing groups by completing necessary paperwork for switching carriers and insuring the implementation process is carried out smoothly and everything is completed in a timely manner and recorded in the appropriate places. Show less 1. Handle customer service issues related to health, dental, life and disability insurance, such as billing issues, claims issues, enrollment and eligibility. 2. Provide bookrates and underwritten quotes for new and current clients in the small group sector (2-25 employees).3. Send out constant contact such as surverys, emails, newsletters, renewal information and mid-year phone calls to insure clients are satisfied and to help retain clients. 4. Create eBooks (benefit guides) and CDs for current/new clients. These include enrollment/change forms, benefit summaries, rates, and customer service contact information. Show less

  • Advisor

    May 2013 - May 2014

  • Client Service Specialist

    Jan 2012 - Apr 2013
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  OneDigital

  May 2014 - Mar 2022

  As a Team Lead on the Market Solutions Team, I work with Advisors and Consultants in the 2-50 market segment in the Mid-Atlantic region. In order to help the Advisors and Consultants assist their clients, I prepare Health, Dental, Vision, Life, Short Term Disability, Long Term Disability, Accident, Critical Illness, Cancer, and Section 125 proposals and process renewals for these lines. In addition, I also supervise the Mid-Atlantic Market Solutions Team in regards to motivation, recognition, coaching, training and problem solving. I am also responsible for assisting department management with development, analysis and implementation of new projects to help enhance workflow, staffing, training, activity scheduling and reward/recognition programs. Show less As a Senior Market Advisor, I work with Advisors and Consultants in the 2-50 market segment in the Mid-Atlantic region. In order to help the Advisors and Consultants assist their clients, I prepare Health, Dental, Vision, Life, Short Term Disability, Long Term Disability, Accident, Critical Illness, Cancer, and Section 125 proposals and process renewals for these lines. In addition, I also supervise the Mid-Atlantic Market Solutions Team in regards to motivation, recognition, coaching, traning and problem solving. I am also responsible for assisting department management with development, analysis and implementation of staffing, traninig, activity scheduling and reward/recognition programs. Show less I work with Advisors in the 2-50 market segment to prepare group Health renewals. I also run quotes for new lines of coverage for existing and new clients in the following areas: Health, Dental, Vision, Life, Short Term Disability, Long Term Disability, Accident, Critical Illness, Cancer, and Section 125 plans. A small part of my role includes training new members of the Market Solutions Team on our quoting tools and on the creation of the proposals that are sent to our clients. As Health Care Reform continues to evolve, I also try to stay informed of the many changes in order to better assist the Advisors I support. Show less

  • Team Lead

    Jan 2021 - Mar 2022

  • Senior Market Advisor - Market Solutions Team

    Dec 2016 - Jan 2021

  • Market Advisor - Market Solutions Team

    May 2014 - Dec 2016
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  Coastal Holdings Group, LLC

  Mar 2022 - now

  COO and Property Manager

  As the COO, I am responsible for conducting daily meetings, creating, implementing and updating processes and procedures, ensuring every employee is working efficiently and is aware of their responsibilities and roles, assessing the efficiency and capabilities of our workflow software and making changes as needed, coordinating data system transfers and organizing the structure of the company and data storage. I also assist in brainstorming ideas for marketing content and help gather information, pictures, etc. needed for creating the content. As a Property Manager, I am responsible for keeping our short term rental properties running smoothly. This includes being the point of contact for our maintenance contractors (cleaning staff, electrician, pool company, etc.), assuring the homes are properly stocked, addressing issues that may arise during a renter's stay, performing maintenance on the swimming pool and any other areas where the home needs regular or occasional upkeep. Show less