Matthew "Morgan" Lockmiller
Scottsboro,AL
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Licensed Insurance Producer
Thornberry Insurance Agency
06.2022 - Current
- Promoted products and services using upselling and other sales strategies.
- Provided coverage option information to assist clients in protecting assets.
- Developed comprehensive knowledge of various insurance products, enabling more informed recommendations to clients based on their needs.
- Strengthened client loyalty by conducting regular check-ins to assess changing needs or concerns that may affect coverage requirements.
- Reduced processing errors by implementing standardized procedures for reviewing applications, endorsements, cancellations, and other policy-related transactions.
- Generated quotes and proposals for clients to match individual needs.
Insurance Producer
David Perkins- State Farm Agency
07.2021 - 06.2022
- Conducted thorough needs assessments for prospective clients, identifying gaps in their current coverage plans.
- Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
- Adhered to all regulations for insurance sales.
- Maintained up-to-date knowledge of industry trends and regulations, ensuring compliance in all transactions.
- Provided detailed information about company insurance products.
- Educated clients on complex insurance concepts using clear language, increasing comprehension levels.
- Provided information on features, policies and relative advantages to promote insurance packages.
Manager of Operations
Scottsboro Landscaping Company
02.2021 - 07.2021
- Established positive and effective communication among unit staff and organization leadership, reducing miscommunications, and missed deadlines.
- Oversaw facility maintenance activities to ensure optimal performance of equipment and infrastructure elements.
- Identified and resolved unauthorized, unsafe, or ineffective practices.
- Successfully managed budgets, consistently meeting financial targets while maintaining high-quality standards.
- Managed cross-functional teams for successful project completion and timely delivery.
Member Service Representative
Redstone Federal Credit Union
04.2017 - 02.2021
- Provided exceptional service through active listening, understanding member needs, and offering appropriate solutions.
- Verified customer identification and documentation for compliant transactions.
- Assisted members with account management, including updating personal information and setting up automated payments.
- Opened customer accounts and provided deposit and withdrawal receipts.
- Collaborated with team members to ensure seamless operations during peak hours or staff shortages.
- Educated and engaged customers with new bank products and services.
- Promoted superior experience by addressing customer concerns, demonstrating empathy, and resolving problems swiftly.
Teller
Redstone Federal Credit Union
06.2015 - 04.2017
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
- Disbursed cash and checks accurately while maintaining security of cash drawers.
- Processed customer transactions promptly, minimizing wait times.
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Improved customer satisfaction by providing efficient and accurate transaction processing.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Educated customers on use of banking website and mobile apps.
- Served as primary point of contact for customers, providing assistance with account maintenance and transactions.
Collections Agent
FNB Bank of Scottsboro
03.2013 - 06.2015
- Built rapport with customers by demonstrating understanding of their situation while seeking fair resolutions.
- Processed payments and applied to customer balances.
- Maintained high volume of calls and met demands of busy and productive group.
- Negotiated to collect balance in full.
- Increased productivity levels through efficient time management and prioritization of daily tasks.
- Counseled debtors on payment options and arranged installment agreements.
Teller
FNB Bank of Scottsboro
11.2011 - 03.2013
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
- Disbursed cash and checks accurately while maintaining security of cash drawers.
- Processed customer transactions promptly, minimizing wait times.
- Assisted customers with account inquiries, resolving issues promptly and professionally.
- Developed strong relationships with customers through exceptional service, fostering loyalty and trust.
- Answered telephone inquiries on checking and savings accounts, loans, and lines of credit.
- Educated customers on use of banking website and mobile apps.
Education
Associate of Science - Business
Northeast Alabama Community College
Rainsville, AL 01.2013
High School Diploma -
Scottsboro High School
Scottsboro, AL01.2011
Skills
- Insurance sales expertise
- Client Relationship Management
- Client Service
- Insurance product expertise
- Policy Management
- Client Retention
- Insurance sales
- Teamwork and Collaboration
- Attention to Detail
- Multitasking Abilities
- Self Motivation
- Property and Casualty Insurance
Volunteer Experience
Mountain Lakes Chamber of Commerce, Board member, 2020
References
- Mark Peppers, CEO of Wenzel Metal Spinning, 256-609-8382
- Dylan Smith, Campaign Administrator for Representative Dale Strong , 256-605-5362
- Jarrod Lemaster, Engineering technician at Blue Origin, 256-647-1364
- Grant Beck, Electrician for Huntsville Utilities, 256-609-1926
- Joey Gilbert, Sales Representative for Southern Heating & Cooling, 256-609-9943
Certification
- Licensed for Life, Health, Property & Casualty in AL & TN since 2021
Timeline
Licensed Insurance Producer
Thornberry Insurance Agency
06.2022 - Current
Insurance Producer
David Perkins- State Farm Agency
07.2021 - 06.2022
Manager of Operations
Scottsboro Landscaping Company
02.2021 - 07.2021
Member Service Representative
Redstone Federal Credit Union
04.2017 - 02.2021
Teller
Redstone Federal Credit Union
06.2015 - 04.2017
Collections Agent
FNB Bank of Scottsboro
03.2013 - 06.2015
Teller
FNB Bank of Scottsboro
11.2011 - 03.2013
Associate of Science - Business
Northeast Alabama Community College
High School Diploma -
Scottsboro High School