Makai Morgan
Huntsville,Al
Summary
Financial operations professional with proven track record in streamlining financial processes and ensuring regulatory compliance. Expertise in financial reporting and data analysis. Known for collaborative approach and adaptability in fast-paced environments.
Overview
4
4
years of professional experience
Work History
Financial Operations Specialist
Klutch Cleaning
01.2023 - Current
- Manage payroll for the company
- Ensuring that employees are adequately compensated for their contributions to company success, resulting in employee satisfaction
- Responsible for communicating with vendors concerning material shortages
- Resulting inventory levels company-wide meeting standards necessary to maintain production
- Meet with clients concerning payment for services completed to satisfaction by the company
- Resulting in company standard accounting procedures being met by logging transactions and reporting to them to company ownership
Career Agent
Liberty National Life Insurance Company
08.2024 - 09.2024
- Built strong relationships with clients through consistent communication and excellent customer service.
- Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
- Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
- Maintained accurate records of all transactions, ensuring compliance with company policies and regulatory requirements.
Sales Professional
Nissan of Gadsden
03.2021 - 04.2024
- Retain a friendly, approachable tone while directing customers to products that satisfy their needs and exceed monthly finance goal
- Respond swiftly and completely to consumer inquiries, which raises their level of satisfaction and generates positive feedback
- Recognized several times as the top Financial Professional in a given period
- Trusted by customers to manage a variety of different assets in order to meet their requirements
Education
Life and Heath Insurance Producer -
the state of Alabama
05.2024
Bachelor’s - Business Finance
Jacksonville State University
Jacksonville, AL12.2022
Associate - Science
Gadsden State Community College
Gadsden, AL08.2020
Skills
- Microsoft Office 365
- Client Support
- Organization
- Adaptability
- Verbal Communication
- Attention to detail
- Business Communication
- Written Communication
- Problem Solving
- Financial Reporting
- Time Management
- Asset Management
Timeline
Career Agent
Liberty National Life Insurance Company
08.2024 - 09.2024
Financial Operations Specialist
Klutch Cleaning
01.2023 - Current
Sales Professional
Nissan of Gadsden
03.2021 - 04.2024
Bachelor’s - Business Finance
Jacksonville State University
Associate - Science
Gadsden State Community College
Life and Heath Insurance Producer -
the state of Alabama
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