Summary
Overview
Work History
Education
Skills
Timeline
Generic

Morgan Todd

Madisonville

Summary

Insurance professional with comprehensive experience in policy management and client services. Recognized for effectively handling client inquiries and policy renewals, ensuring streamlined operations. Strong focus on team collaboration and achieving results with adaptability and reliability.

Overview

11
11
years of professional experience

Work History

Property & Casualty Insurance Associate

Lighthouse Insurance Agency / World Insurance
07.2021 - Current
  • - Support producers and account managers with commercial and personal lines policy administration
  • - Assist with new business submissions, renewals, endorsements, and certificates of insurance (COIs)
  • - Communicate with carriers regarding quotes, coverage questions, and documentation
  • - Maintain accurate client and policy records within agency management systems
  • - Deliver professional, timely service while managing multiple client priorities

Front Desk Manager / Insurance & Billing Coordinator

Integrated Spine and Disc
12.2017 - 07.2021
  • - Managed front-desk operations and supervised daily administrative workflow
  • - Handled all insurance verification, billing, and claims coordination
  • - Served as primary point of contact for patients, providers, and insurance carriers
  • - Managed workers’ compensation marketing and referral relationships
  • - Maintained confidential electronic medical and insurance records with high accuracy

Administrative Assistant

Premier Pain Center
06.2015 - 08.2016
  • - Supported physicians and staff with scheduling, documentation, and client communication
  • - Maintained electronic records and handled sensitive information
  • - Demonstrated professional phone, email, and written correspondence

Education

Bachelor of Science - General Studies

Southeastern Louisiana University
05.2017

Skills

  • Knowledge of property and casualty insurance
  • Account management support
  • Contract renewals management
  • Workers’ Compensation
  • Insurance Billing & Claims
  • Carrier relationship management
  • Document organization
  • Microsoft Office proficiency
  • Effective communication

Timeline

Property & Casualty Insurance Associate

Lighthouse Insurance Agency / World Insurance
07.2021 - Current

Front Desk Manager / Insurance & Billing Coordinator

Integrated Spine and Disc
12.2017 - 07.2021

Administrative Assistant

Premier Pain Center
06.2015 - 08.2016

Bachelor of Science - General Studies

Southeastern Louisiana University