Summary
Overview
Work History
Education
Skills
Timeline
Generic

MORGAN DAVIS

Porter,TX

Summary

Licensed Adjuster with experience handling auto and property damage claims from first notice of loss to resolution. Skilled in policy interpretation, liability assessment, negotiation, and customer service. Adept at managing a high-volume caseload while maintaining compliance with state regulations and company guidelines. Proven ability to resolve claims efficiently, communicate effectively with all parties, and produce thorough documentation.

Professional with high standards and strong results orientation, ready to continue to progress as claims professional. Brings relevant experience in assessing and resolving claims, with solid foundation in customer service, negotiation, and conflict resolution. Known for effective collaboration within teams and adaptability to changing needs. Strong analytical skills, keen attention to detail, and focus on achieving optimal outcomes for all parties involved.

Overview

7
7
years of professional experience

Work History

Claims Generalist

Progressive
03.2024 - Current
  • Manage a high-volume caseload of auto and vehicle damage claims from initial report through settlement.
  • Investigate loss details, verify coverage, and determine liability through recorded statements, document review, and evidence analysis.
  • Prepare accurate repair estimates using industry-standard estimating software.
  • Negotiate settlements with policyholders, claimants, and repair facilities while adhering to authority limits.
  • Communicate complex policy language and claim decisions clearly to customers.
  • Maintain accurate reserves and document claim activity in compliance with regulatory and internal standards.

Insurance Sales Producer

Farmers Insurance Company
07.2023 - Current
  • Reviewed applications for accuracy before submitting them for processing by underwriters or other personnel.
  • Identified areas where existing policies may be inadequate or need updating based on changing circumstances or laws.
  • Negotiated contracts between clients and insurance companies to ensure favorable terms for both parties.
  • Managed financial accounts such as premiums, claims payments, commissions, ensuring accuracy of transactions.
  • Conducted research on current trends in the insurance industry to identify new opportunities for growth.

Sales Manager

Journeys
05.2021 - 07.2023
  • Conducted phone interviews to assess applicants relevant knowledge, skills, experience and aptitudes.
  • Built strong relationships with internal and external candidates to ensure an excellent hiring experience.
  • Coached and counseled sales personnel, assisting with individual selling efforts and helping sales representatives reach targets.
  • Conducted team meetings to reinforce goals and objectives and set clear expectations about policies and procedures.
  • Established and cultivated solid business relationships with new or existing customers.

Head Teller

Commercial Bank of Texas
10.2020 - 04.2021
  • Mentored newly hired team members on appropriate responses to patron questions.
  • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
  • Introduced customers to other bank team members to help meet financial needs.
  • Managed daily bank operations by processing customer transactions and providing exceptional customer service.
  • Recognized and prevented fraudulent activities and suspicious transactions.

Assistant Store Manager

Pacific Sunwear
10.2018 - 02.2019
  • Managed opening and closing procedures and recommended changes to enhance efficiency of daily activities.
  • Supervised and evaluated staff to help improve skills, achieve daily objectives, and attain advancement.
  • Interviewed, hired, and trained staff associates and equipped to comply with company policies and procedures.
  • Coached sales associates in product specifications, sales incentives, and selling techniques, significantly increasing customer satisfaction ratings.
  • Provided weekly work schedules to employees to accommodate business demands and vacation requests.

Education

Associate of Arts - Mass Communications

University of Texas At Tyler
Tyler, TX
01.2020

Associate's Degree - Liberal Arts And General Studies

Tyler Junior College
Tyler, TX
01.2018

Skills

  • Account Updating
  • Reviewing Documents
  • Complaint Handling
  • Public Speaking
  • Customer Satisfaction
  • Hiring and Onboarding
  • Employee Evaluation
  • Policy Management Expertise
  • Claims investigation
  • Claims analysis
  • Policy interpretation
  • Claims auditing

Timeline

Claims Generalist

Progressive
03.2024 - Current

Insurance Sales Producer

Farmers Insurance Company
07.2023 - Current

Sales Manager

Journeys
05.2021 - 07.2023

Head Teller

Commercial Bank of Texas
10.2020 - 04.2021

Assistant Store Manager

Pacific Sunwear
10.2018 - 02.2019

Associate's Degree - Liberal Arts And General Studies

Tyler Junior College

Associate of Arts - Mass Communications

University of Texas At Tyler