Meredith Gibson has over 12 years of experience as a Director of Operations and Associate Financial Representative in the insurance and financial planning industry. She has a proven track record of exceeding expectations and generating profitable business outcomes through her strong analytic, communication, and project management skills. Gibson has extensive experience evaluating insurance systems, forging strategic partnerships, and resolving client inquiries. She has helped a financial services company grow from 3 to 10 employees and $150k to $1mm in core premiums. Gibson holds a Bachelor's degree in Business Administration and the necessary licenses for her industry.

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MEREDITH B. GIBSON
Raleigh, North Carolina 27613
meredithgibson80@yahoo.com • 910.512.4604
QUALIFICATIONS SUMMARY
Dedicated and accomplished Director of Operations & Associate Financial
Representative with solid experience in the insurance and financial planning industry
routinely exceeding all expectations.
 Superior analytic skills in the evaluation of insurance systems, providing improvement
initiatives that best serve clients.
 Keen insight into client needs integrated with the ability to forge strategic business
partnerships; generating customer satisfaction and profitable business outcomes.
 Resourceful in obtaining and processing information to resolve both client and business
related inquiries and concerns; establish solid reputation as decisive and capable team
leader.
 Mindful with client’s sensitive and confidential information.
 Excellent communication skills in effective leadership of operations and team members;
accomplish productive results and exceptional client satisfaction to achieve objectives.
 Strong project management talents; capable of leading teams to complete projects within
strict time and budget constraints.
 Proficient with Microsoft Office (Excel, Word, PowerPoint, Outlook) and CRM (Client
Relationship Management) software database.
 Extensive background in medical, dental, life, and disability insurance benefits and tax-
saving benefits including Health Savings Accounts, Flexible Spending Accounts, and
Health Reimbursement Arrangements; able to offer a wide array of services to various
clients.
PROFESSIONAL EXPERIENCE
NORTHWESTERN MUTUAL FINANCIAL NETWORK / ALEXANDER FINANCIAL SERVICES, Durham, NC
Director of Operations / Associate Financial Representative, 2/2004  8/2016
Extensive experience within the financial services industry guiding multiple projects and
ensuring client satisfaction. Aid and influence growth of staff from 3 to 10 team members with
keen oversight applied to management of operations. Support company with interview and
onboarding of new employees. Optimize current and prospective client relations with intuitive
scheduling and coordination of calendars for four advisors; offer key recommendations and
guidance to financial advisors on assessment of client’s needs. Provide innovative solutions
to issue resolution between group administrators and employees on escalated billing claims.
Accurate processing and distribution of monthly commissions to joint work advisors. Adept
project management and collaboration with carrier representatives to process client benefit
plans in a timely fashion.
 Deliver key contribution with development of employee benefits program; sole
management of 80+ clients with exceptional service for group employee benefits and
renewals.

2. MEREDITH B. GIBSON
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 Achieved top level commission status with Blue Cross Blue Shield of NC and Coventry
of the Carolinas.
 Enhanced company profile with regional and national client and marketing events;
additional organization and participation in Alex’s Lemonade Stand Foundation “Race for
Childhood Cancer Research.”
 Contributed to team recognition of top 5% rating of the Northwestern Mutual Company
with over 6,000 financial representatives; participating member of the Million Dollar
Round Table (MDRT).
 Assisted in growth of core premiums from $150K to $1MM; additional support in
attainment of company milestone of $1MM in Assets Under Management (AUM).
EDUCATION & LICENSES
Bachelor of Science in Business Administration, Concentration in Management
APPALACHIAN STATE UNIVERSITY – Boone, NC
LIFE, ACCIDENT & HEALTH OR SICKNESS LICENSE, June 2004
MEDICARE SUPPLEMENT & LONG-TERM CARE LICENSE, February 2006