Morgan Stephens
Bunnell,FL
Summary
Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
3
3
years of professional experience
1
1
Certificate
Work History
Insurance Underwriter
Security First Insurance
04.2022 - Current
- Utilized knowledge of insurance principles, policies and procedures to make decisions on risk assessment.
- Evaluated applications to determine insurance coverage and appropriate risk classifications.
- Implemented underwriting policies and procedures, establishing useful and accurate processing of applications.
- Connected with customers, agents and brokers to negotiate eligibility.
Insurance Agent
Security First Insurance
09.2021 - 04.2022
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Maintained high standards of customer service by building relationships with clients.
- Determined client needs and financial situations by listening and scheduling appointments.
- Identified potential risks in client businesses and recommended appropriate insurance coverage.
- Educated clients on insurance policies and procedures.
Insurance Sales Agent
Tilton & Unger Insurance
03.2021 - 09.2021
- Generated quotes and proposals for clients to match individual needs.
- Cultivated relationships with clients to identify and meet insurance needs and establish trust and rapport.
- Followed up promptly with interested clients to close sales.
- Provided comprehensive product knowledge and guidance to help clients on product selection.
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
Education
High School Diploma -
Flagler-Palm Coast High School
Palm Coast, FL05.2020
Skills
- Consultative Selling Techniques
- Customer Interaction
- Information Updates
- Call Control
- Manage Risk
- Policy Adjustment
- Client Correspondence
- Loss Calculations
Certification
- 4-40- License
- NICTA Investigating Questionable Water Claims Training
- NICTA Detecting Fraud For Underwriters Training
- NICTA Investigating Property Fraud Training
- NICTA Mold Insurance Fraud Training
- NICTA Catastrophe Fraud Training
- NICTA Insurance Fraud Basics Training
Timeline
Insurance Underwriter
Security First Insurance
04.2022 - Current
Insurance Agent
Security First Insurance
09.2021 - 04.2022
Insurance Sales Agent
Tilton & Unger Insurance
03.2021 - 09.2021
High School Diploma -
Flagler-Palm Coast High School
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