Morgan Robinson
Greensboro,NC
Summary
Results-driven Advisor skilled in maximizing revenue and enhancing customer satisfaction through personalized policyholder communication. Proficient in insurance customization and recommendations, with a persuasive and personable communication style to drive client engagement.
Overview
13
13
years of professional experience
Work History
Licenced Health Insurance Expert
Philadelphia American Life Insurance Company
Greensboro, NC
08.2022 - Current
- Verified insurance coverage by telephone and online to ensure proper reimbursement of benefits and estimate patients' financial responsibilities.
- Performed needs analysis to gather information for appropriate health insurance product recommendations.
- Met with customers to discuss and provide information about available products and policies.
- Conducted annual reviews of existing policies to update information and ensure customer satisfaction.
- Calculated premiums and established payment methods for sales.
- Identified and solicited sales prospects in agency databases.
- Collected premiums on or before the effective date of coverage.
Licensed Health Coverage Advisor
USHEALTH Group
Thomasville, NC
09.2019 - 08.2022
- Developed new business and managed relationships with new and existing clients.
- Created polished sales presentations to highlight product benefits, quality, and advantages over competitors.
- Displayed a consistent, positive attitude towards customers and peers, even in high-stress situations.
- Determined client financial needs by assessing existing coverage and aligning new products with long-term goals.
- Calculated premiums and established payment methods for sales.
- Collected premiums on or before effective date of coverage.
- Generated continuous client referrals within the community and businesses through extensive networking.
Store Manager
Claires Stores Inc
Greensboro , NC
04.2013 - 03.2017
- Managed inventory control, cash control, and store opening and closing procedures.
- Successfully managed store employees in a fast-paced environment through proactive communication and positive feedback.
- Maximized sales and minimized shrinkage through excellent customer service and adherence to standard practices.
- Coached sales associates on product specifications, sales incentives, and effective selling techniques, significantly increasing customer satisfaction ratings.
- Promoted team collaboration and efficiency by fostering a healthy work environment focused on mutual success.
- Applied performance data to evaluate and improve operations, while targeting current business conditions.
Education
Elon University
Elon, NCSkills
- Policyholder Communication
- Insurance Coverage Verification
- Referral Generation
- Persuasive Negotiations
- Insurance Policy Sales
- Insurance Customization
- Insurance Recommendation
- Client Prospecting
- Health Insurance Industry Knowledge
- Ability to Lift 50 lbs
Timeline
Licenced Health Insurance Expert
Philadelphia American Life Insurance Company
08.2022 - Current
Licensed Health Coverage Advisor
USHEALTH Group
09.2019 - 08.2022
Store Manager
Claires Stores Inc
04.2013 - 03.2017
Elon University