Megan Perez

Megan Perez

Administrative Assistant

Followers of Megan Perez747 followers
location of Megan PerezSan Francisco Bay Area

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  • Timeline

  • About me

    Senior Life Science and Technology Underwriter at The Hartford

  • Education

    • California State University-Sacramento

      2019 - 2021
      Bachelor's Degree Finance- Risk Management Track Senior
    • California State University-Sacramento

      2019 - 2021
      Minor Degree Insurance and Risk Management Senior
    • Napa Valley College

      2016 - 2019
      Associate of Science - AS Business Administration
  • Experience

    • COGIR MANAGEMENT U.S.A.

      Jul 2012 - Jun 2021
      Administrative Assistant

      I maintain excellent customer service skills while answer calls, emails, and appointments within the community. I am the scheduling coordinator for my department. I also assist the sales and marketing department with inquiries, tours, and appointments. I help with a wide range of administrative and clerical tasks while serving as a community ambassador.

    • NonProfits' United

      Jan 2020 - Jun 2021
      Risk Control Coordinator

      NonProfits’ United is a self-insurance group providing Workers’ Compensation and Vehicle Insurance coverage to not-for-profit agencies throughout California. I support our members with a variety of their insurance and risk management needs. I also assist the managerial underwriters at NPU. I also oversee the creation and distribution of our quarterly safety newsletter to over 500 non-profit client contacts. In addition, I oversee our grant program that supports members with their safety and risk management needs. Show less

    • The Hartford

      Jun 2021 - now
      • Senior Underwriter - Life Science & Technology

        Apr 2024 - now
      • Tech and Life Science Underwriter

        Apr 2022 - Apr 2024
      • Life Science Underwriter Trainee

        Jun 2021 - May 2022
  • Licenses & Certifications

    • Develop Your Sales Knowledge and Skills

      LinkedIn
      Feb 2022
      View certificate certificate
    • Resident Insurance Producer - Property, Casualty, and Surplus Lines

      California Department of Insurance
      Jan 2022
  • Volunteer Experience

    • President

      Issued by Gamma Iota Sigma - Alpha Eta Chapter on May 2020
      Gamma Iota Sigma - Alpha Eta ChapterAssociated with Megan Perez
    • Chief Marketing Officer

      Issued by Gamma Iota Sigma - Alpha Eta Chapter on Jan 2020
      Gamma Iota Sigma - Alpha Eta ChapterAssociated with Megan Perez
    • Vice President

      Issued by Financial Planning Association (FPA) at Sacramento State University on Jan 2020
      Financial Planning Association (FPA) at Sacramento State UniversityAssociated with Megan Perez