Conway Morgan
Summary
Currently hold a General Lines P&C License in Texas.
Currently hold a Personal Lines P&C License in Texas.
Currently hold a Life and Health License in Texas.
National Producer Number: 20096677
Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
26
26
years of professional experience
Work History
Realtor
EXp Realty, LLC
01.2020 - Current
- Assisted buyers with finding ideal homes by assessing needs, requirements and budgets.
- Advised and informed prospective clients on current market activities and conditions.
- Wrote contracts to outline sales and purchases of properties.
- Compared recently sold area properties to determine competitive market prices.
- Resolved client concerns related to home purchases to maintain high satisfaction ratings.
- Educated clients on changing or updating properties, buying and selling techniques and processes to maintain curb appeal.
- Coordinated various aspects of real estate transactions such as inspections, appraisals, and financing arrangements, minimizing delays and challenges for clients.
- Built lasting relationships with clients through excellent communication, personalized service, and dedication to their needs.
Retired
U.S. Army
05.2006 - Current
Medicare Insurance Agent
Humana
04.2023 - 03.2024
- Communicated with people from various cultures and backgrounds on application process.
- Followed guidelines when reviewing applicant data to determine eligibility for economic assistance.
- Worked effectively in fast-paced environments.
- Worked well in a team setting, providing support and guidance.
- Managed time efficiently in order to complete all tasks within deadlines.
- Demonstrated respect, friendliness and willingness to help wherever needed.
- Excellent communication skills, both verbal and written.
- Passionate about learning and committed to continual improvement.
- Conducted thorough needs assessments for each client, identifying suitable plan options based on individual requirements and financial capabilities.
Commercial Insurance Agent
BiBerk Business Insurance
09.2022 - 03.2023
- Offered detailed information about products and binding coverage.
- Advised business owners on risk management strategies to mitigate potential losses while maintaining cost-effective coverage levels.
- Explained detailed policy concepts in easy-to-understand terms.
- Cultivated strong relationships with carrier partners to ensure optimal support for clients'' ongoing needs.
- Strengthened client relationships with timely follow-up and excellent customer service, leading to increased retention rates.
- Managed a diverse book of commercial accounts across various industries, adapting strategies based on unique client requirements and market conditions.
Insurance Professional
USAA
09.2021 - 08.2022
- Customized existing insurance programs to suit individual client needs by analyzing specific requirements.
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Sold auto, home, life and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
- Conducted annual reviews of existing policies to update information.
- Finalized sales and collected necessary deposits.
- Calculated premiums and established payment methods for sales.
- Enhanced customer satisfaction by addressing insurance-related inquiries and resolving issues promptly.
- Processed eligibility and benefits verification and authorization requests.
Combat Medic (68W)
U.S. Army Active Duty
09.1999 - 12.2003
- Assessed needs and conditions of assigned patients and gathered critical patient health information.
- Worked as crisis team member and clearly communicated with other health care members to best care for patients with diverse military wounds.
- Recognized and treated medical conditions with proven techniques, equipment and knowledge of medical and military protocols.
- Acted as team leader and took responsibility for scene and unit management to maximize integrated support of patients.
Education
Associate of Applied Science - Criminology
Central Texas College
Killeen, TX06.2010
Skills
- Client acquisition strategies
- Contract evaluation and assessment
- Telephonic sales communication
- Retention strategy development
- Client requirement evaluations
- Client-focused selling strategies
Timeline
Medicare Insurance Agent
Humana
04.2023 - 03.2024
Commercial Insurance Agent
BiBerk Business Insurance
09.2022 - 03.2023
Insurance Professional
USAA
09.2021 - 08.2022
Realtor
EXp Realty, LLC
01.2020 - Current
Retired
U.S. Army
05.2006 - Current
Combat Medic (68W)
U.S. Army Active Duty
09.1999 - 12.2003
Associate of Applied Science - Criminology
Central Texas College
Skills
- Client Account Management
- Policy Management Expertise
- Product Knowledge
Personal Information
Title:
Skills
- Client Account Management
- Policy Management Expertise
- Product Knowledge
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