David Morgan
Oklahoma City,OK
Summary
Sales executive specializing in Group Health and Employee Benefits, demonstrating a strong track record in lead generation and client relationship management. Proven ability to effectively negotiate plan terms and educate clients on available options, contributing to revenue growth and enhanced client satisfaction.
Overview
19
19
years of professional experience
Work History
Employee Benefits and P/C Producer
Summit Financial Group
01.2023 - Current
- Conducted meetings with HR leaders and C-level executives to discuss service plans and benefit options, aligning offerings with organizational needs.
- Negotiated plan terms and conditions in collaboration with insurance providers.
- Managed client relationships by addressing inquiries about benefit plan updates, fostering trust and retention.
- Generated leads through cold calling, networking events, and social media, resulting in increased client engagement.
Broker Sales Representative
Voluntary Benefits at Work
05.2019 - 01.2023
- Assisted brokers in driving revenue growth through tailored voluntary benefits solutions for clients.
- Developed customized benefit solutions for clients in diverse industries.
- Collaborated with employee benefits consultants to educate on voluntary benefits, increasing client engagement.
- Educated employees on voluntary benefits and enrollment processes.
- Collaborated with insurance carriers to streamline benefit offerings.
Broker Sales Representative
AFLAC
03.2017 - 05.2019
- Collaborated with Aflac field agents and independent health brokers to present Aflac products to clients, enhancing client awareness and engagement.
- Facilitated group meetings during open enrollment to inform clients about available options, ensuring informed decision-making.
- Developed client relationships to promote voluntary benefit offerings.
- Conducted presentations to educate employees about benefit options.
- Collaborated with HR teams to integrate benefits into employee programs.
Broker Sales
Dearborn National
06.2015 - 03.2017
- Collaborated with BCBS representatives and independent brokers to increase awareness and sales of Dearborn life and disability products.
- Managed all RFPs, ensuring compliance and thorough processing to facilitate successful proposal submissions.
- Facilitated client communication to ensure understanding of insurance products.
- Analyzed market trends to provide informed recommendations to clients.
- Managed policy renewals and updates for existing clients efficiently.
Regional Sales Manager
Allstate Benefits
05.2010 - 05.2015
- Supported brokers in developing voluntary benefits strategies that drove client revenue growth.
- Partnered with employee benefits consultants to clarify voluntary benefits, fostering better client communication.
- Conducted group meetings educating employees on voluntary benefits, increasing awareness and engagement.
District General Agent
Colonial Life & Accidental Insurance
10.2007 - 05.2010
- Trained new agents on effective sales processes, improving team readiness.
- Collaborated with brokers to present voluntary products, increasing client engagement.
- Interviewed applicants for Colonial positions, enhancing candidate selection process.
Education
BS -
OKLAHOMA STATE UNIVERSITY
Stillwater, OKSkills
- Licensed insurance producer
- Group disability specialist
- Employee Benefit Education
- Client Presentations
- Lead Generation
- CRM Systems
Accomplishments
- Broker Rep Awards
- Premium achievement in excess of $25M of voluntary products
- 6 Leaders Conferences: Top 10% performer
- 1 Chairman Conference: Top 2% performer
- Consistently met or exceeded customer retention targets
Custom
- In my previous positions I was a broker rep selling virtually 100% voluntary insurance at the worksite. Products sold include: Accident, Cancer, Critical Illness, Disability, and Life.
- Also responsible for offering additional products at Open Enrollment to help retain a profitable book of business for not only the carrier, but also the Broker.
Timeline
Employee Benefits and P/C Producer
Summit Financial Group
01.2023 - Current
Broker Sales Representative
Voluntary Benefits at Work
05.2019 - 01.2023
Broker Sales Representative
AFLAC
03.2017 - 05.2019
Broker Sales
Dearborn National
06.2015 - 03.2017
Regional Sales Manager
Allstate Benefits
05.2010 - 05.2015
District General Agent
Colonial Life & Accidental Insurance
10.2007 - 05.2010
BS -
OKLAHOMA STATE UNIVERSITY