Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
Generic

Dennis Morgan II

Kokomo

Summary

Dynamic agency owner with a proven track record at Shelter Insurance, excelling in business development and performance analysis. Expert in crafting strategic marketing campaigns and enhancing customer relations, consistently achieving sales metrics. Skilled in risk management and adept at fostering relationships, driving agency growth through innovative solutions and proactive planning.

Overview

6
6
years of professional experience

Work History

Agency Owner

Shelter Insurance
06.2022 - 06.2025
  • Supervised all agency activities to promote proper planning, coordination and organization.
  • Designed strategic marketing and advertising campaigns to enhance agency development in market.
  • Conserved agency resources and minimized waste by accurately logging company property, supplies and equipment to avoid duplicative ordering.
  • Assessed customer needs and developed individualized solutions to reach customer satisfaction.
  • Tracked and evaluated financial performance in order to make proactive adjustments to business plans.
  • Maintained personnel files and regularly conducted audits to verify accuracy of information.
  • Attended seminars, conferences and organizational activities to maintain management expertise.

Sales Leader

State Farm
01.2019 - 06.2022
  • Coordinated solutions for new and existing customers to meet unmet needs and resolve various issues.
  • Acquired and maintained full knowledge of product technical and functional aspects to better serve customers' needs.
  • Enhanced company profile by attending industry trade shows and conferences to answer questions, promote products and offer informative talks.
  • Managed CRM system to coordinate information from lead sources.
  • Achieved sales metrics consistently by creating SMART goals based on available sales data.
  • Promoted company's brand and cultivated new relationships by delivering expert presentations.

Education

No Degree - Business Administration And Management

Indiana University Kokomo
Kokomo, IN
06-1997

Skills

  • Business planning
  • Business development
  • Performance analysis
  • Market dynamics
  • Customer relations
  • Closing techniques
  • Risk management
  • Sales management

Accomplishments

  • Documented and resolved sales lead issue which led to increased production.

Timeline

Agency Owner

Shelter Insurance
06.2022 - 06.2025

Sales Leader

State Farm
01.2019 - 06.2022

No Degree - Business Administration And Management

Indiana University Kokomo

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Dennis Morgan II