Morgan D. Griffith
San Antonio,TX
Every problem is a gift—without problems we would not grow.
Tony Robbins
Summary
Sales professional with 8+ years of experience. Passionate, results-driven leader with a strong ability to identify, cultivate, and maintain strategic relationships with clients to achieve company-wide goals and objectives.
Overview
8
8
years of professional experience
Work History
FWS Senior Sales Representive
Farmers Insurance
Remote, Texas
04.2023 - 11.2024
- Provides customer centric insurance solutions through a relationship building approach for multiple lines of business including auto, property, marine, and liability products
- Leverages internal guidelines and risk analysis to apply credits or to overcome exceptions as needed
- Mitigates risk by thoroughly exploring disconnects in exposure or atypical submissions
- Prioritizes and resolves customer inquiries for documentation or updating quotes
- Maintains active knowledge of the marketplace and competitive intel to provide best in class solutions
- Supports management with report dissemination and meetings as needed
Loan Officer
RateGenius - The Savings Group
01.2022 - 01.2023
- Submitted loan applications to underwriter for verification and recommendations
- Originated, reviewed, processed, closed and administered customer loan proposals
- Recommended loan approvals and denials based on customer loan application reviews.
- Maintained strict confidentiality of bank records and client information
- Reviewed and edited loan agreements to promote efficiency and accuracy
Pet Insurance Sales Agent
Trupanion
11.2020 - 03.2021
- Answered phone with friendly greeting to create positive inbound calling experience for customers
- Resolved complaints to satisfy customers and encourage future transactions
- Asked fact-finding questions to determine customer needs and expectations and recommended specific products and solutions
- Educated customers about product terminology, features and benefits to improve sales and customer satisfaction
Sales Agent & Mentor
Spectrum
11.2017 - 11.2020
- Offered each customer top-notch, personal service to boost sales and customer satisfaction
- Managed Over 40 Customer Calls per day
- Generated sales through call flow, demonstrating value with beneficial outcomes, building rapport through effective sales practices, while assumptive selling and giving customer satisfaction
- Developed and motivated new and veteran agents with strong sales techniques through behavioral coaching and self-identification in fast-paced, dynamic Call Center Sales environment
Personal Lines Insurance Sales Agent
The Hartford
05.2017 - 11.2017
- Provided customer centric insurance solutions through a relationship building approach for multiple lines of business including auto, property, and liability products
Education
High School Diploma -
08.2014
Skills
- Financial History Analysis
- Creditworthiness Determination
- Cross-Selling Products and Services
- Prioritizing Workflows
- Maximizing Profitability
- Top Down Closing
- Customer Service and Assistance
- Continuous Improvement Strategies
- Product and Service Knowledge
- Data Interpretation
- Risk Management
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Languages
English
Native or Bilingual
Certification
Licensed Agent in all 50 states
Work Preference
Work Type
Full TimeWork Location
RemoteHybridImportant To Me
Career advancementWork-life balanceCompany CulturePersonal development programsSoftware
Microsoft Word
Microsoft Excel
Timeline
FWS Senior Sales Representive - Farmers Insurance
04.2023 - 11.2024
Loan Officer - RateGenius - The Savings Group
01.2022 - 01.2023
Pet Insurance Sales Agent - Trupanion
11.2020 - 03.2021
Sales Agent & Mentor - Spectrum
11.2017 - 11.2020
Personal Lines Insurance Sales Agent - The Hartford
05.2017 - 11.2017
Mcneil Highschool - High School Diploma,
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