Robert McNelly
Collegeville
Summary
Experienced in business operations with a strong focus on networking and problem-solving techniques. Proficient in Excel and various software applications, demonstrating adaptability to new methodologies. Committed to continuous learning and implementing innovative solutions to enhance efficiency.
Overview
4
4
years of professional experience
Work History
Intern
Meschter Insurance Group
1415 S. Collegeville Road
05.2022 - Current
- Maintained accurate records of all activities performed throughout internship period.
- Prepared reports summarizing project progress and results for management review.
- Assisted with quotes and projects, support, and execution of virtual and in-person engagements.
- Negotiated with underwriters to secure favorable terms on behalf of clients.
- Reviewed policy documents for accuracy prior to issuing them to clients.
- Managed multiple accounts simultaneously while meeting deadlines efficiently.
- Performed administrative tasks such as preparing invoices, updating records.
- Identified opportunities for cross-selling additional products or services.
- Served as a point of contact for customers throughout the life cycle of their policies.
Sales Associate
Parformance Golf
Phoenixville
01.2021 - 01.2025
- Restocked shelves to maintain optimal inventory levels.
- Upsold additional items based on customer interests and preferences.
- Processed returns and exchanges according to company policies.
- Executed cashier duties, including payment acceptance and change calculation.
- Showcased product features and benefits tailored to customer needs.
- Utilized point-of-sale system for efficient transaction processing.
- Maintained comprehensive knowledge of merchandise and store policies.
- Developed promotional strategies that increased overall sales volume.
Education
BBA - Finance, Minor in History
Moravian University
Bethlehem, PA04-2026
High School Diploma
Regina Luminis Acadmey
Berwyn, PA06-2022
Skills
- Financial analysis
- Policy writing
- Customer service
- Inventory management
- Sales strategies
- Effective communication
- Time management
- Record keeping
- Relationship building
- Financial planning products
- Finance background
- Financial planning
Affiliations
- 4x letter holder Spring Ford Athletics in golf (All Area and Team Captain) and track
- High School Finance club Director (Regina Luminis Academy)
- Collegiate Golfer at Moravian University
- Member of the Moravian University Investment Club
- Moravian University Mens Golf SAAC representative
Accomplishments
- Moravian University Deans List (Spring 2024, Fall 2024, Spring 2025)
Languages
English
Professional
Latin
Limited
Timeline
Intern
Meschter Insurance Group
05.2022 - Current
Sales Associate
Parformance Golf
01.2021 - 01.2025
BBA - Finance, Minor in History
Moravian University
High School Diploma
Regina Luminis Acadmey
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