Morgan Solis
Lillington,NC
Summary
Results-driven professional dedicated to delivering tailored solutions that effectively meet customer needs. Proven ability to establish strong relationships with clients while consistently providing high-quality service. Agile and adaptable with exceptional communication and customer service skills that foster positive interactions and drive satisfaction. Committed to enhancing customer experiences through a proactive approach and a deep understanding of individual requirements.
Overview
8
8
years of professional experience
Work History
Licensed Insurance Agent
Tesla Insurance
08.2025 - Current
- Managed 40+ calls daily as well as emails per day.
- Provided coverage option information to assist clients in protecting assets.
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Leveraged knowledge of company insurance products and services to advise customers on appropriate choices.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Maintained high standards of customer service by building relationships with clients.
Insurance Sales Agent
Fred Loya Insurance
04.2023 - 08.2025
- Sold auto insurance products to individuals and affinity groups within assigned territory using consultative selling and marketing techniques.
- Sought out new clients and developed client relationships through networking, direct referrals, lead databases, and cold calling.
- Followed up promptly with interested clients to close sales.
- Cultivated relationships with clients to identify and meet insurance needs and establish trust and rapport.
- Generated quotes and proposals for clients to match individual needs.
Customer Service Manager
Best Western
02.2023 - 06.2024
- Utilized CRM software to track customer interactions and streamline communication, resulting in a 25% reduction in response time.
- Developed and implemented customer service strategies that increased customer satisfaction ratings by 15% over one year.
- Oversaw a team of customer service representatives, providing coaching and training to enhance performance and productivity.
- Utilized CRM software to track customer interactions and identify areas for improvement in service delivery.
- Managed escalated customer complaints with professionalism, ensuring timely and satisfactory resolutions.
Sales Supervisor
Verizon
02.2018 - 06.2023
- Led a team of sales associates to achieve and exceed monthly sales targets through effective coaching and performance management.
- Developed and implemented strategic sales plans that increased market share and improved customer engagement.
- Fostered strong relationships with key clients to enhance customer loyalty and drive repeat business.
- Conducted regular training sessions for team members to improve sales techniques and product knowledge.
- Resolved customer issues and complaints promptly, maintaining a high level of customer satisfaction.
- Oversaw employee performance, corrected problems, and increased efficiency to maintain productivity targets.
- Worked jointly with team members to assist with closing sales, cross-selling and upselling of products and services.
Education
Associate's Degree - Criminal Justice
University of Phoenix
Brunswick, United States01.2026
Skills
- Decision Making Expert
- Time Management Expert
- Adaptability Expert
- Negotiation Skills Expert
- Training and Coaching Expert
- Problem Resolution Expert
- Sales Techniques Expert
- Performance Management Expert
- Customer Engagement Expert
- Team Development Expert
- Client Relationship Management Expert
- Sales Leadership Expert
- Team training and development
- Insurance sales strategy
- Policy adjustment
- Insurance sales expertise
Timeline
Licensed Insurance Agent
Tesla Insurance
08.2025 - Current
Insurance Sales Agent
Fred Loya Insurance
04.2023 - 08.2025
Customer Service Manager
Best Western
02.2023 - 06.2024
Sales Supervisor
Verizon
02.2018 - 06.2023
Associate's Degree - Criminal Justice
University of Phoenix