Morgan Griffith
San Antonio
Summary
Sales professional with 8+ years of experience in the areas of business and sales channel development for multi-million-dollar, global organizations. Passionate, results-driven leader with a deep technical understanding and 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
04.2023 - Current
- Prepare and review insurance applications to verify compliance with regulations.
- Excellent in communication skills, both verbal and written.
- Cross-sell insurance products to existing clients to reach sales targets.
- Increased sales revenue by building and maintaining strong relationships with key clients.
- Self-motivated, with a strong sense of personal responsibility.
Loan Officer
RateGenius - The Savings Group
01.2022 - 12.2022
- 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
- Coordinated sales teams and uphold business policies, procedures, and expectations to reach floor goals
- Developed and highly 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
- Obtained client information by answering telephone calls; interviewing clients; verifying information
- Underwrote and developed driver exposures and determined eligibility by comparing client information to requirements
- Established policies by entering client information; confirming pricing. Informed clients by explaining procedures; answering questions; and providing information
Front Desk Auditor
Marriot Hotels And Resorts
06.2016 - 05.2017
- Greeted guests at front desk and engaged in pleasant conversations while managing check-in process.
- Accountable for auditing all hotel and guest information and create accurate reports for management, Initiated organizational improvements for the nightly audit process
- Responsible for promoting guest satisfaction through check-in, relationship building, and problem resolution throughout a client’s hotel experience
- Supported and developed the hotel's social media and outside sales division
Education
High School Diploma -
Mcneil Highschool
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
Languages
English
Full Professional
Timeline
FWS Senior Sales Representive
Farmers Insurance
04.2023 - Current
Loan Officer
RateGenius - The Savings Group
01.2022 - 12.2022
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
Front Desk Auditor
Marriot Hotels And Resorts
06.2016 - 05.2017
High School Diploma -
Mcneil Highschool
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