LATOYA MORGAN
Tavares,FL
Summary
Versatile professional with extensive experience in customer service and administrative roles. Skilled in patient advocacy, front desk management, and insurance assistance, consistently fostering positive client interactions. Strong organizational and time management abilities allow for efficient task prioritization in fast-paced environments.
Overview
11
11
years of professional experience
Work History
Licensed Life & Health Insurance Agent
Self Employment Specialists
Tavares, Florida
01.2026 - Current
- Researched and analyzed customer needs to design tailored health/life insurance plans.
- Educated customers about the benefits of life insurance products through presentations.
- Provided education on health insurance policies and coverage options.
- Sold life/Health insurance policies via telephone.
- Maintained updated knowledge through continuing education and advanced training.
- Educated clients on health insurance options and coverage details.
- Assisted clients in completing health insurance applications accurately.
- Managed client records using industry-standard software systems.
- Guided clients through the claims process, ensuring understanding and compliance.
- Provided ongoing support to clients regarding policy changes and updates.
- Conducted regular follow-ups with clients to maintain strong relationships.
- Collaborated with other agents to share best practices and insights.
- Assisted customers with enrollment in health insurance plans and managed administrative paperwork.
- Participated in weekly training sessions to improve product knowledge and enhance company growth.
- Responded timely to inquiries from customers via phone, email, or chat support systems.
Receptionist/ Scheduler
Neuliferehab
Mount Dora, FL
04.2023 - 01.2025
- Welcomed visitors and explained facility procedures to improve overall experience.
- Directed calls to appropriate staff, enhancing communication flow within the team.
- Scheduled personnel effectively, ensuring adequate coverage for operational demands.
- Adhered to department guidelines while protecting patient privacy and supporting care delivery.
- Compiled necessary medical documentation into hospital packets for efficient processing.
- Entered patients' medical records into systems via scanning for accuracy.
- Generated daily documentation for therapy sessions to aid treatment processes.
- Offered compassionate support and encouragement to patients during navigation of the facility.
Seasonal enrollment specialist/Customer service representative
Health Plan One
Remote, FL
10.2022 - 02.2023
- Assist clients with their health insurance enrollment application process, ensuring accuracy with all information documented
- Conduct high-volume incoming calls in an appropriate timely manner
- Demonstrated strong listening and communication skills to effectively address client inquiries
- Established rapport with clients through effective communication.
- Sourced and utilized available resources to resolve customer issues promptly
- Ensured resolution of client needs during each call, enhancing overall customer satisfaction
- Ability to independently navigate and use computer systems to perform job responsibilities
Customer service representative
Sephora
Remote, FL
01.2022 - 10.2022
- Demonstrated commitment to providing excellent customer service
- Received incoming calls to address customer inquiries accurately and promptly
- Assisted customers with orders, returns, lost/damaged orders, bookings, updates, complaints, product inquiries, and policy
- Listened to and observed customers to provide appropriate solutions based on their needs
- Formulated prompt and efficient resolutions for customer inquiries
- Utilized effective communication skills to assist customers
- Ability to resolve immediate escalation call-ins
Security Captain Supervisor
G4S USA
Boca Raton/Apopka, FL
06.2015 - 01.2021
- Supervise and lead security team
- Conducted hourly patrols to monitor and maintain safety.
- Observe and report all activities, to prevent any breach
- Reinforced safety protocols on duty to maintain a secure environment
- Developed weekly work schedules to ensure optimal team coverage
- Conducted interviews for new hires to build a qualified security team
- Trained new employees on client policies and procedures.
- Develop training material to help officer conduct their jobs
Education
Life & Health Insurance License - Life/Health Insurance
Xcel Insurance Training
07-2025
AA - Psychology
Broward College
Coconut Creek, FL05-2018
Skills
- Appointment scheduling
- Patient scheduling
- Patient care coordination
- Medical documentation
- Insurance navigation
- Reception operations
- Patient support
Personal Information
Title: Customer Service Representative
Timeline
Licensed Life & Health Insurance Agent
Self Employment Specialists
01.2026 - Current
Receptionist/ Scheduler
Neuliferehab
04.2023 - 01.2025
Seasonal enrollment specialist/Customer service representative
Health Plan One
10.2022 - 02.2023
Customer service representative
Sephora
01.2022 - 10.2022
Security Captain Supervisor
G4S USA
06.2015 - 01.2021
Life & Health Insurance License - Life/Health Insurance
Xcel Insurance Training
AA - Psychology
Broward College