Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

FORREST MORGAN

Frisco,TX

Summary

Dynamic insurance professional with a proven track record at Goosehead Insurance Agency, excelling in client relations and project management. Leveraging expertise in Salesforce CRM and strong problem-solving skills, I consistently achieved a 100% NPS while enhancing team performance through effective training and mentorship. Committed to delivering exceptional service and innovative solutions.

Overview

5
5
years of professional experience
1
1
Certification

Work History

Insurance Agent

Goosehead Insurance Agency
06.2021 - Current
  • Assisting clients with all insurance needs, including setting up new policies, reshoping policies, making changes to policies, and assisting with the remediation of underwriting concerns.
  • Goosehead Guide (4/2024-10/2024) - assisted with LOD, teaching, and shadowing new agents
  • Quarter 4 of 2023 - Consecutive 100% NPS and 106% overall score
  • Participated in continuing education courses to stay current on industry trends and changes in regulations.
  • Educated customers on the importance of maintaining adequate insurance coverage.

Project Manager

Goosehead Insurance Agency
Westlake, TX
10.2024 - 03.2025
  • Developed and maintained project plans, timelines, and budgets.
  • Produced thorough, accurate and timely reports of project activities.
  • Led meetings with internal team members, consultants and contractors.
  • Assisted Lead Project Manager with higher ticker projects - helping with scheduling, reports, and solutions

Computer Sales

Best Buy
02.2021 - 06.2021
  • Assisting clients with making informed decisions on the purchase of products
  • Sales tactics to hit sales goals/company goals
  • Setting up computer systems and software applications for customers.
  • Providing knowledge and information on all new technologies/appliances, especially within the computer and computer parts department
  • Implemented promotional campaigns designed to increase brand awareness among consumers.

Head Trainer/Server

Cane Rosso Frisco
10.2019 - 02.2021
  • Shift lead who excelled at giving the best experience for guests, carefully and attentively serving through company standards and policies
  • Responsible for closing and cleaning most nights, while being very dependable on the qualities and standards of the restaurant.
  • Head Trainer that had responsibility over training all new and incoming servers
  • Provided on-the-job coaching to ensure that staff members were meeting expectations and goals.
  • Analyzed feedback from employees regarding current training methods and identified opportunities for improvement.

Education

Engineering And Music Education - Completed Coursework Towards Degree

Tyler Junior College
12.2014

Some College (No Degree) - Computer Science And Music Performance

University of Texas At Tyler

Skills

  • Expert in Salesforce CRM
  • Expert in sales strategies
  • Strong Interpersonal and communication skills
  • Strong time management skills
  • Strong problem solving skills
  • Proficient with HTML, CSS, and Javascript
  • Proficiency in MS Office
  • Proficiency in data analytics
  • Project management
  • Task prioritization
  • Decision-making
  • Project Management Methodologies
  • Project Planning
  • Dashboard Creation
  • Risk Management
  • Change Management
  • Quality

Certification

  • Texas Property and Casualty Insurance License
  • Flood insurance CE completion

Timeline

Project Manager

Goosehead Insurance Agency
10.2024 - 03.2025

Insurance Agent

Goosehead Insurance Agency
06.2021 - Current

Computer Sales

Best Buy
02.2021 - 06.2021

Head Trainer/Server

Cane Rosso Frisco
10.2019 - 02.2021

Engineering And Music Education - Completed Coursework Towards Degree

Tyler Junior College

Some College (No Degree) - Computer Science And Music Performance

University of Texas At Tyler

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FORREST MORGAN