Lois Morris
Insurance Sales
Tyler,TX
Summary
Accomplished insurance professional with a decade of experience in life insurance and medical collections. Proficient in Xactimate and customer service, with a strong management background across retail, real estate, healthcare, and banking sectors. Track record of meeting and exceeding collection and sales goals while fostering positive customer relationships. Expertise in analyzing documentation and resolving complex issues, aimed at protecting company interests as a Claims Adjuster.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Life Insurance Agent
NASB
01.2022 - Current
- Educated clients on plan types by reviewing their current policies and explaining how they work alone and with other policies, including VA benefits and state benefits.
- Conducted thorough needs analysis to recommend suitable life insurance products.
- Collaborated with underwriting teams for efficient application processing.
- Provided leadership and training for new agents on industry best practices.
- Reviewed financial situations and insurance needs to align with long-term goals.
- Utilized warm and cold leads, direct mail, and referrals to convert policies.
- Delivered excellent customer service and support across various accounts.
Collections PAR
Fresenius Medical Care
03.2015 - 08.2022
- Ensured timely claim payments while minimizing bad debt through rigorous database maintenance.
- Reviewed insurance policy details and plan books to facilitate claims processing and assess coverage issues.
- Generated reports to efficiently identify and resolve patient and insurance account discrepancies.
- Corrected payment information and reconciled data to expedite processing of denied or underpaid claims.
- Requested reconsideration for disputed claims, increasing recovery rates significantly.
- Analyzed trends in insurance company underpayments, submitting appeals and legal notices as necessary.
- Recovered significant funds from previously written-off accounts through diligent follow-up efforts.
Sales Manager
Aarons Sales and Lease
Carthage and Jacksonville, TX
08.2011 - 07.2012
- Maintained fully stocked showroom, ensuring accurate pricing per company standards.
- Led sales, marketing, and merchandising teams, achieving 12% customer growth in Carthage and 7% in Jacksonville.
- Participated in inventory control, ordering necessary supplies with high accuracy.
- Ensured adherence to store opening and closing procedures while supervising staff.
- Directed and reviewed sales activities, including accounting and recordkeeping tasks.
- Developed comprehensive sales plans, strategies, and objectives to meet revenue targets.
- Examined products for resale or return, assessing condition and viability for sale.
- Facilitated repairs on used furniture and appliances to enhance sales potential.
Education
Adjuster All Lines Texas - Insurance Adjuster
The Adjuster School
Katy, TX06-2025
Life Insurance licence -
TX & TN Dept of INS
TX, USA01.2022
Small Business Certification -
Tyler Junior College CE
Tyler, TX01.2019
QuickBooks - Computer and Information Systems
Tyler Junior College CE
Tyler, TX01.2019
Dental Assisting Certificate - Dental Assisting
Panola College
Carthage, TX01.2010
Associate of Science - Computer And Information Systems
Panola College
Carthage, TX05-2002
Skills
- Microsoft Office Suite
- Leadership skills
- Team management
- Customer service
- Sales and marketing strategies
- Claims processing
- Policy analysis
- Problem resolution
- Client account management
- Analytical thinking
- Loss coverage determination
- Property management
Activities
- Networking with other business professionals, Tyler & Dallas metro areas
- Embark women’s group, current member, 2018 – 19
- Real Estate Investment Associations, member of multiple groups. Impact Tyler and Impact Lindale, NETREI, Big Dogs.
- International Association of Business Communications- IABC
- Personal Interests, I enjoy going to the lake, traveling, hanging out with my family, friends and pets.
Affiliations
- Tyler Young Professional Network (TYPN) member 2018 to 2023
- HOA Board Member Lollipop Landing - Secretary 2013-2016
- Real Estate Investment Associations- 2016 to 2025
- Fortune Builders- Real Estate investing and remodeling 2017
Languages
Spanish
Limited
Certification
- Office Technician
- Small Business Management
- Quickbooks
- Xactimate level 1
Real Estate Experiance
Experienced Real Estate Investor with over 20 years of hands-on expertise in residential rentals and home renovations. Proficient in all aspects of property management, including lease agreements, contract negotiation, and coordination with contractors and local permitting authorities.
Skilled in assessing and estimating repair costs using Excel and design tools. Adept at redesigning interior layouts—such as kitchens and bathrooms—for improved functionality and flow.
Knowledgeable in identifying structural and exterior issues, including roof damage caused by limbs or hail, as well as interior damage from water intrusion or termites. Well-versed in construction terminology and materials commonly used in residential properties.
Strong networker with experience collaborating with other investors and contractors through phone, email, and social media platforms. I believe this experience will help with all types of claims processing and make me a great fit as a Claims Adjuster.
Timeline
Life Insurance Agent
NASB
01.2022 - Current
Collections PAR
Fresenius Medical Care
03.2015 - 08.2022
Sales Manager
Aarons Sales and Lease
08.2011 - 07.2012
Adjuster All Lines Texas - Insurance Adjuster
The Adjuster School
Life Insurance licence -
TX & TN Dept of INS
Small Business Certification -
Tyler Junior College CE
QuickBooks - Computer and Information Systems
Tyler Junior College CE
Dental Assisting Certificate - Dental Assisting
Panola College
Associate of Science - Computer And Information Systems
Panola College
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