David Morse
Sanford
Summary
Insurance Producer with expertise in client retention and relationship management. Demonstrated success in collaborating with underwriters to secure precise policy terms and efficiently manage renewals. Committed to utilizing industry knowledge to improve customer experiences and foster business growth.
Overview
2026
2026
years of professional experience
1
1
Certification
Work History
Insurance Producer
Bearing Insurance
Sanford
02.2016 - 02.2026
- Developed tailored insurance plans for diverse client needs at Bearing Insurance
- Cultivated relationships with clients to enhance trust and retention at Bearing Insurance.
- Collaborated with underwriters to ensure accurate policy terms and conditions at Bearing Insurance
- Managed policy renewals and updates efficiently, ensuring compliance with regulations at Bearing Insurance
- Provided customer service by responding to inquiries, resolving complaints, and processing policy changes.
- Presented comprehensive explanations of insurance policies to clients.
Sales Agent
Nationwide
Sanford
05.2013 - 02.2016
- Developed strong relationships with clients to understand insurance needs.
- Engaged positively with each customer, providing professional, and polite support for sales and service needs.
- Developed relationships with customers by providing excellent customer service.
Sales Agent
Physicians Mutual Insurance
Raleigh
2012 - 2013
- Communicated effectively with clients throughout entire insurance cycle providing updates on progress as well as addressing any concerns or questions they may have had.
- Developed strong relationships with clients to understand insurance needs.
- Assisted clients in completing insurance applications and claims forms.
- Provided ongoing support and service to existing policyholders.
- Conducted regular follow-ups to ensure client satisfaction and retention.
Owner/Operator
Sports World
Rockingham
08.1983 - 04.2011
- Managed daily operations of sports equipment retail and rental services.
- Trained staff on customer service techniques and product knowledge.
- Oversaw inventory management and stock replenishment processes.
- Developed marketing strategies to attract local sports enthusiasts.
Education
Bachelor of Science - Recreation Administration
Wingate University
Wingate, NC08-1981
Skills
- Insurance underwriting
- Policy management
- Risk assessment
- Claims processing
- Regulatory compliance
- Client relationship management
- Customer retention
- Problem solving
- Relationship building
- Licensed in NC & SC
Certification
Property
Casualty
Life
Accident & Health
Medicare Sup/Long Term Care
Casualty
Life
Accident & Health
Medicare Sup/Long Term Care
Affiliations
Sanford Rotary Club
Board Vice President Temple Theatre
Sanford Downtown Association Board Member
Sanford Area Growth Alliance SBA Board
Chamber Ambassador
Board Vice President Temple Theatre
Sanford Downtown Association Board Member
Sanford Area Growth Alliance SBA Board
Chamber Ambassador
Timeline
Insurance Producer
Bearing Insurance
02.2016 - 02.2026
Sales Agent
Nationwide
05.2013 - 02.2016
Owner/Operator
Sports World
08.1983 - 04.2011
Sales Agent
Physicians Mutual Insurance
2012 - 2013
Bachelor of Science - Recreation Administration
Wingate University