Morgan Calvert

As the Director of Operations at Xtreme Insurance, I oversee the Specialty Programs Department and the company's marketing and advertising efforts.

In my time as Director of Operations:

• Developed and maintained client relationships to grow business and improve account retention.
• Improved productivity initiatives, managing budgets and accounts, coordinating itineraries, and scheduling appointments.
• Oversaw the implementation of new technology solutions designed to streamline processes.
• Developed and implemented operational strategies to improve efficiency and reduce costs.
• Implemented systems for monitoring employee attendance, scheduling, and payroll.
• Analyzed data trends and identified potential risks or opportunities associated with operations.
• Provided leadership, insight, and mentoring to newly hired employees to supply knowledge of various company programs.
• Implemented successful business strategies to increase revenue and target new markets.
• Analyzed data across variety of sources to identify trends, patterns and areas of opportunity.
• Formed and sustained strategic relationships with clients.
• Developed and implemented operational policies and procedures to improve efficiency.
• Assessed and evaluated business procedures and implemented structure to improve day-to-day operations.
• Created policies and procedures for improved workflow processes

• Facilitated customer acquisition through the sale of tailored insurance solutions.
• Enhanced client portfolios by providing comprehensive insurance sales services.
• Achieved recognition through winning sales awards.
• Increased expertise in insurance by actively seeking knowledge.

• Sought out new clients and developed clientele by networking to find new customers.
• Developed appropriate quotes based on risk information.
• Explained coverage options to potential policyholders, answering questions or concerns.
• Interviewed prospective clients to obtain data about financial resources and needs.
• Maintained up-to-date knowledge of industry trends, regulations, best practices, and emerging technologies.
• Counseled prospects and policyholders on coverage, limits and regulations.