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Valencia Morgan
Producer/Agent
Spartanburg,SC
Work Preference
Job Search Status
Open to workDesired start date: Immediately
Desired Job Title
Personal Lines Insurance AgentUnarmed Security Officer/SupervisorCustomer Sales RepresentativeWork Type
Full TimeSeasonal WorkLocation Preference
RemoteSalary Range
$22/hr - $2200/hrImportant To Me
Career advancementCompany CultureWork from home optionHealthcare benefitsTeam Building / Company RetreatsStock Options / Equity / Profit Sharing401k matchSummary
I am a dedicated driven based Customer Service Insurance Agent with 2+ years of experience in the Insurance Industry, adept at managing complex client interactions while providing expertise and guidance on auto and home policies. Proven ability to handle 30-60 calls daily while maintaining a positive and empathetic attitude. I currently hold Personal Lines license and now newly Licensed in Health and Accident!! I exude strong skills in CRM software, and other platforms. I have the ability to multitask and simultaneously connect with customers as well as team members to achieve company goals. In addition to that I am committed to delivering top-quality service and maintaining company/customer values.
Overview
3
3
years of professional experience
2
2
Certification
Work History
Personal Lines Insurance Agent
Sykes | Sitel | Foundever
Spartanburg, SC
12.2023 - 11.2025
- Provided customer support for policy cancellations, quotes, and coverage questions with clarity and professionalism.
- Handled 30-60 inbound calls to resolve issues, answer questions, and help customers understand dynamics of insurance policies.
- Maintained a positive professional empathetic attitude towards clients and customers.
- Ability to actively listen and multitask handling all situations with expertise within a timely manner.
- Communicated through phone, email, and remote platforms to maintain customer satisfaction rapport and trust.
- Ability to learn fast, work independently, develop and implement rapport with clients ensuring they receive top quality experience.
- Strong knowledge on difficult or complex insurance related questions.
- Strongly familiar with navigating through CRM softwares and or platforms; Microsoft Excel One Note Teams Slack.
- Successfully assisted unassigned clients in policy lapse/gaps.
- Consistently met or exceeded team goals/metrics related to call quality customer service and efficiency.
- Complied with or adhered to all company policies and procedures.
Unarmed Security Officer/Supervisor
Securitas
Spartanburg, SC
03.2012 - 09.2023
- Monitoring vehicular movement, supervising parking gates, and inspecting delivery trucks for unauthorized removal of property.
- Proficient on operation of CCTV systems and thermal imaging to detect suspicious activity in areas hard to see.
- Screened all visitors and delivery drivers, verifying credentials and ensuring compliance with security procedures.
- Maintained accurate daily activity logs(DARs) and detailed incident reports for law enforcement or management review.
- Conducted regular scheduled for and vehicle patrols of premises ensuring all exits are secured.
- Obtain all delivery truck information/submit and sign verification documents.
- Assisted in other duties as needed.
Education
High School Diploma -
Skills
Phone etiquette
- Performance tracking
- Client service
- Policy analysis
- Salesmanship
- Solicitation
- Insurance regulations
- Customer service
- Appointment management
- Product knowledge
- Team training and development
- Account management
- Rapport building
- Lead prospecting
- Client retention
- CRM tracking
- Sales quota achievement
- Consultative sales techniques
- Insurance sales strategy
- Policy management expertise
- New policy quotations
- Teamwork
- Teamwork and collaboration
- Problem-solving
- Attention to detail
- Problem-solving abilities
- Multitasking Abilities
- Reliability
- Excellent communication
- Critical thinking
- Organizational skills
- Data entry
- Customer complaint resolution
- Goal setting
- Professionalism
- Customer account review
Client email correspondence
Providing product information
Email customer support
Communication skills
Improving customer support response time - Customer support response time improved (11-20%)
Government agency customer support
Slack
Order processing
Managing customer accounts
Face-to-face client meetings
Customer service
Phone call management
Customer issue escalation
Customer support experience within finance industry
Technical Proficiency
Call center agent experience
Microsoft Office
Organizational skills
Client interaction via phone calls
Microsoft Dynamics 365
Billing issue inquiries
Managing teams in a customer support role - Largest customer support team managed (1-5 team members)
Call center experience
Customer support - Customer support experience (1-2 years)
Microsoft Teams
Phone customer support
Insurance sales
Virtual client meetings
Sales
Certification
- Insurance Producer License
- Personal Lines License
- Accident & Health License
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Additional Information
Authorized to work in the US for any employer
Timeline
Personal Lines Insurance Agent - Sykes | Sitel | Foundever
12.2023 - 11.2025
Unarmed Security Officer/Supervisor - Securitas
03.2012 - 09.2023
Mathematics Civics And Science Charter Highschool - High School Diploma,