Summary
Overview
Work History
Education
Skills
Work Availability
Languages
Certification
Work Preference
Software
Timeline
Morgan D. Griffith

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 -

Mcneil Highschool, Austin, TX
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 Time

Work Location

RemoteHybrid

Important To Me

Career advancementWork-life balanceCompany CulturePersonal development programs

Software

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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Morgan D. Griffith