MORGHAN WILKERSON
Baytown
Summary
Dedicated professional with extensive clerical experience in fast-paced environments. Demonstrates exceptional organizational skills and meticulous attention to detail while managing high volumes of communications. Committed to providing superior customer service and fostering strong client relationships.
Overview
9
9
years of professional experience
Work History
Licensed Insurance Agent
Globe Life
08.2025 - Current
- Exceeded corporate quotas for monthly policy sales through effective upselling strategies.
- Advised clients on coverage options, facilitating informed asset protection decisions tailored to individual needs.
- Leveraged extensive insurance knowledge to recommend suitable products based on client circumstances.
- Fostered strong client relationships, upholding high customer service standards that contributed to client satisfaction.
- Developed sales leads via direct referrals, networking, and targeted marketing efforts.
- Managed 300 daily communications, including calls, emails, and faxes, ensuring timely responses and effective information flow.
- Responded promptly to customer inquiries, resolving issues efficiently.
- Finalized sales transactions and collected required deposits.
Office Manager and Construction Design Specialist
Floors2Interiors Construction Services
08.2017 - 04.2025
- Managed database operations and successfully negotiated contracts.
- Conducted office administration duties, focusing on accounting and document preparation.
- Ensured operational efficiency through meticulous record-keeping of transactions and client interactions.
- Adapted to daily office challenges with agility and efficiency.
- Rapidly learned software applications, showcasing strong technical proficiency.
- Evaluated client needs to propose tailored design solutions.
- Cultivated new business while maintaining strong relationships for client loyalty.
Administrative Assistant
Meghan McCullough Realtor
06.2018 - 08.2024
- Handled office duties, managing multi-line phone system and greeting visitors to create welcoming environment.
- Scheduled meetings and client appointments for professional team, optimizing calendar efficiency.
- Composed internal and external correspondence for senior management, ensuring clarity and accuracy.
- Generated reports and typed letters in Word to improve document presentation for stakeholders.
- Created PowerPoint presentations to support business development initiatives, effectively communicating key information.
- Processed invoices and expenses via Excel to ensure timely payments.
- Developed and maintained spreadsheets and databases to analyze and report performance metrics.
- Reviewed properties, interviewed potential clients, and communicated necessary work scopes effectively.
Education
License - Life And Health Insurance
Life And Health Insurance Online Certification
Seattle, WA08-2025
High School Diploma -
Ross S. Sterling High School
Baytown, TX05-2005
Certificate - Real Estate
Champions School of Real Estate
Houston, Tx03-2024
Skills
- Insurance principles
- Client relationship management
- Attention to detail
- Data documentation
- Data organization
- Computer proficiency
- Microsoft outlook
- Spreadsheets
- Back office operations
- Problem-solving
- Critical thinking
- Calendar management
Timeline
Licensed Insurance Agent
Globe Life
08.2025 - Current
Administrative Assistant
Meghan McCullough Realtor
06.2018 - 08.2024
Office Manager and Construction Design Specialist
Floors2Interiors Construction Services
08.2017 - 04.2025
License - Life And Health Insurance
Life And Health Insurance Online Certification
High School Diploma -
Ross S. Sterling High School
Certificate - Real Estate
Champions School of Real Estate