Summary
Overview
Work History
Education
Skills
Certification
Languages
Interests
Timeline
Generic

Timothy Morgan

Cleveland,OH

Summary

Results-driven professional with comprehensive experience in account management, focusing on building strong client relationships and driving business growth. Adept at negotiating contracts, resolving client issues, and aligning services with client needs. Proven success in fostering team collaboration and adapting to dynamic environments, showcasing excellent communication and problem-solving skills.

Overview

6
6
years of professional experience
1
1
Certification

Work History

Account Manager

Morgan Benefits, LTD.
10.2022 - Current
  • Assisting clients as an Account Manager, helping them with navigating the renewal process and plan changes
  • Obtaining census information and medical questionnaires from groups, sending out the required information for quotes to carriers, and presenting the competitive options to clients
  • Preparing detailed spreadsheets showing plan comparisons between current and prospective plans after obtaining quotes
  • Implementing new carrier enrollments, completing necessary paperwork in the allotted time for employees to have new information
  • Setting up new prospects and current clients with FormFire, occasionally going on-site to assist employees unfamiliar with the process
  • Assisting with our in-house 3rd party administration company by generating reports, cross-referencing claims and requesting funding from clients
  • Writing guides for "systemology" and processing needs for the agency
  • Managed a diverse portfolio of accounts, ensuring timely communication and effective problem resolution.
  • Negotiated contract terms with clients, securing favorable agreements for both parties.
  • Established clear communication channels between clients and internal teams, ensuring seamless project execution.

Quality Analyst

Bridge Analyzers
11.2022 - 10.2023

I learned many skills and tasks at Bridge Analyzers, including:


  • Experience with soldering, mainly on small circuit boards.
  • Detailed parts assembly for various devices.
  • Calibration, testing, and assembly of Gas Analyzers.
  • Using Microsoft Excel to input data to help track quality levels and client history of Gas Analyzers.
  • Labeling, shipping, packaging parts for customers.
  • Creating guidelines and processes for assembly.
  • Experience with laser engraving and using Adobe software to complete client requests
  • Analyzed quality and performance data to support operational decision-making.

Deli and Dairy Associate

Heinen's Grocery Store
04.2019 - 11.2021

While working at Heinen's, I worked in many different departments, mostly specializing in the Deli Department and Dairy Department. This was during the Covid pandemic, which created a unique environment and proposed many new challenges in the industry.


The Deli and Dairy Departments had many responsibilities, including:


- Experience in customer service. I assisted customers behind the counter with slicing, taking orders over the phone for catering, and helping customers with general questions about the store.

- Making sure product quality is upheld and tracking inventory.

- Assisting with food prep, such as the salad bar and prepared foods section.

- Keeping shelves stocked and tidy.

- Making sure the deli facility is clean and sanitized. This also involved cleaning the slicers when needed, while also keeping an eye on customers who may need help.

- Receiving shipments from Heinen's partners. In the Dairy department, this often meant hauling in large shipments of milk and frozen foods, often requiring work in sub-zero degree freezers for an elongated time.

Education

No Degree - General Studies

Kent State University
Kent, OH

Skills

  • Account management
  • Customer service
  • Client relations
  • Documentation and reporting

Certification

  • Life and Health Insurance License

- Certified by the Ohio Department of Insurance

Languages

English
Native or Bilingual

Interests

I have a few interests that have led me to acquire some unique skills


  • Experience in photo editing and graphic design, with lots of time in Adobe software
  • Experience with video editing, uploading, and live-streaming to an audience


Timeline

Quality Analyst

Bridge Analyzers
11.2022 - 10.2023

Account Manager

Morgan Benefits, LTD.
10.2022 - Current

Deli and Dairy Associate

Heinen's Grocery Store
04.2019 - 11.2021

No Degree - General Studies

Kent State University