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Megan Cates

Licensed Property & Casualty Insurance Professional | Customer-Focused Sales & Risk Advisor

Skills

CORE SKILLS
  • Proficient in remote work tools and CRM platforms; experienced in maintaining productivity in performance-based, inbound call environments.

  • Property & Casualty Insurance Expertise

  • Commercial and Multi-Line Risk Solutions

  • Surety and Contract Bond Knowledge

  • Client Relationship & Account Management

  • Risk Assessment & Policy Review

  • Compliance & Regulatory Documentation

  • Consultative and Solution-Based Sales

  • Lead Generation, Prospecting & Retention Strategies

  • Renewal, Endorsement & Cross-Selling Processes

  • Quote Preparation and Proposal Presentation

  • CRM Systems & Data Accuracy (Salesforce, AMS360, Applied Epic)

  • Microsoft Office Suite (Excel, Word, Outlook, PowerPoint)

  • Exceptional Communication & Negotiation Skills

  • Time Management & Organizational Precision

CERTIFICATIONS

  • Missouri Property & Casualty - Licensed and in good standing with the Missouri Department of Insurance
  • Kansas City Cannabis - State Licensed Agent / Budtender
  • Licensed Property & Casualty Insurance Professional
  • CRM & Microsoft Office Proficiency
  • State Licensed Agent / Budtender

Summary

Licensed Missouri Property & Casualty Insurance Professional with a proven background in regulated sales, customer relationship management, and compliance. Skilled in consultative selling, identifying risk, and delivering insurance solutions that protect clients and build long-term trust. Known for exceeding performance goals, adapting quickly to new systems, and thriving in structured, metric-driven environments. Completed Missouri Property & Casualty licensing and actively applying customer service and compliance experience to a career in insurance sales.

Work experience

2023-012025-08

State Licensed Agent / Budtender

Kansas City Cannabis, Excelsior Springs, MO
  • Operated under state licensing and compliance standards, ensuring accurate, regulated transactions and complete client confidentiality.

  • Delivered consultative product education and consistently exceeded sales goals by tailoring recommendations to client needs and overcoming objections.

  • Educated clients on product benefits and appropriate use, providing tailored recommendations in a regulated environment
  • Utilized CRM and point-of-sale systems to maintain accurate records aligned with state audit requirements.
  • Cultivated repeat clientele through trust-based service, resulting in high satisfaction and strong referral growth.
2009-012019-12

Independent Business Owner / Hairstylist

Kansas City, MO- US
  • Managed all aspects of business operations including scheduling, inventory, client relations, and financial tracking.
  • Built loyal client relationships through personalized consultations, leading to strong repeat business and referrals — skills directly transferable to insurance sales.
  • Maintained an active Missouri State Cosmetology License, demonstrating professionalism, regulatory compliance, and client safety standards.
  • Built and retained a loyal customer base through high-quality service and word-of-mouth marketing.
  • Developed consultative sales and listening skills critical for relationship-driven industries like insurance.
2012-052016-11

Education Manager

Sephora, Kansas City Las Vegas, Los Angeles, US
  • Delivered personalized product consultations, building relationships and exceeding monthly sales targets.
  • Trained new team members on brand standards, upselling techniques, and client service excellence.
  • Recognized for exceeding regional sales goals through strategic product pairing and attentive client follow-up.

Education

08/201805/2021

A.S.

Pellissippi State College Knoxville, TN

Plant and Soil Sciences

Achievements

  • Earned Missouri Property & Casualty License, demonstrating strong mastery of insurance principles, compliance standards, and client advisory practices.

  • Maintained 100% compliance accuracy while handling regulated client transactions under Missouri state oversight.

  • Built repeat clientele and referral networks through exceptional client service and transparent communication.

  • Recognized for exceeding individual and team sales targets through consultative selling and tailored product recommendations.

  • Led training and on-boarding initiatives for new team members to elevate client service standards and product knowledge.

  • Consistently praised for professionalism, reliability, and adaptability in dynamic, fast-paced environments.

  • Transitioned into insurance licensing and sales with a strong compliance foundation and proven ability to communicate complex information clearly.