Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Morgan Smith

New Bern

Summary

Experienced with managing front desk operations efficiently and courteously. Utilizes excellent communication and organizational skills to handle guest inquiries and administrative tasks seamlessly. Track record of enhancing customer satisfaction and supporting team goals in dynamic environments.

Overview

18
18
years of professional experience
1
1
Certification

Work History

Customer Service Cashier

Academy Sports + Outdoors
03.2022 - Current
  • Maintained a clean and organized workspace, promoting a welcoming environment for customers.
  • Handled high-pressure situations calmly, maintaining composure during busy periods or difficult interactions.
  • Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
  • Processed customer orders and accurately handled payment transactions.
  • Enabled customers to feel welcomed, important, and appreciated by answering questions about products sold throughout store.

Front Desk Receptionist

Complete Dental Care
05.2021 - Current
  • Greeted guests at front desk and engaged in pleasant conversations while managing check-in process.
  • Maintained organized and clean front office area to create professional and welcoming environment for visitors and employees.
  • Scheduled, coordinated and confirmed appointments and meetings.
  • Managed high-volume phone calls, directing inquiries to appropriate personnel for prompt resolution.
  • Scheduled appointments accurately using reservation software, reducing conflicts or doublebookings.
  • Supported administrative tasks such as filing, data entry, and document preparation for more efficient office workflow.
  • Handled sensitive customer information with confidentiality, adhering to company privacy guidelines.
  • Completed data entry and filing to keep records updated for easy retrieval.

Insurance Rater

SIA Group, Inc.
12.2018 - 04.2021
  • Property & Casualty License
  • Rate Personal Lines New/Remarkets
  • Work for Risk Advisors and Account Managers
  • Quote with Several Carriers to ensure the client has options to choose from
  • Knowledgeable in working with EPIC
  • Client Research
  • Corresponding with Account Managers and Risk Advisors
  • Home research
  • Working with Underwriters
  • Bind Policies
  • Currently working towards my AAI

Personal/Commercial Lines CSR

Brinson Insurance Agency
06.2018 - 11.2018
  • Property & Casualty License
  • Quote Personal and Commercial Accounts
  • Bind Polices
  • Customer Service
  • Servicing Accounts
  • Knowledgeable in working with TAM Applied
  • File Claims
  • Servicing Accounts
  • Working with Agents

Personal Lines Insurance Agent

Robinson & Stith Insurance
11.2018 - 06.2018
  • Property & Casualty License
  • Quote Insurance
  • Bind Policies
  • Customer Service
  • Day to day services
  • Answering phone calls
  • Receive Payments
  • Client Research
  • Home research
  • Verification of information for each policy including Home, Auto

Member Service Representative/Teller III

First Flight Federal Credit Union
02.2013 - 11.2017
  • Doing all Teller work
  • Opening/Closing Bank Accounts
  • Making All Deposits
  • Customer Service to all Members
  • Answering all Phone Calls
  • Opening/Closing Branch
  • Taking all Safety Procedures in the bank
  • Making sure all Members are taken care of
  • Vault Custodian/ Vault Management
  • In charge of Cash Orders

Customer Service Representative

Carteret County Farm Bureau
09.2010 - 09.2012
  • Completing all Commercial and Personal Deposits
  • Closing and Balancing every night
  • File Claims
  • Answer Phone Calls
  • Customer Service
  • Cashier
  • Helping all agents when needed

Insurance/Medical Records

Eastern Carolina Women's Center, PA
03.2007 - 03.2010
  • Data Entry
  • Verifying LabCorp Charges
  • Filing Insurance Documentation
  • Completing all Commercial and Personal Deposits
  • Running errands if needed
  • Pulling charts for Doctors

Education

High School Diploma -

New Bern High School
New Bern, NC
01.2007

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NCDentalU
03.2010

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Craven Community College
01.2009

Insurance

NC DOI
03-2021

Skills

  • Customer service
  • Reliability and punctuality
  • Patience and composure
  • Cash handling
  • Cash register operation
  • Product knowledge
  • Refund handling
  • Data entry proficiency
  • Multitasking and organization
  • Phone etiquette

Certification

OSHA/HIPPA Trainining 2021


Timeline

Customer Service Cashier

Academy Sports + Outdoors
03.2022 - Current

Front Desk Receptionist

Complete Dental Care
05.2021 - Current

Insurance Rater

SIA Group, Inc.
12.2018 - 04.2021

Personal Lines Insurance Agent

Robinson & Stith Insurance
11.2018 - 06.2018

Personal/Commercial Lines CSR

Brinson Insurance Agency
06.2018 - 11.2018

Member Service Representative/Teller III

First Flight Federal Credit Union
02.2013 - 11.2017

Customer Service Representative

Carteret County Farm Bureau
09.2010 - 09.2012

Insurance/Medical Records

Eastern Carolina Women's Center, PA
03.2007 - 03.2010

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NCDentalU

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Craven Community College

High School Diploma -

New Bern High School

Insurance

NC DOI
Morgan Smith