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@marble-box.com
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Loretta Morris is listed as Customer Sucess Manager @ Marble Box | Account Management Expert at Marble Box, based in Greater Chicago Area, United States, United States. AeroLeads shows a work email signal at marble-box.com and a matched LinkedIn profile for Loretta Morris.
Loretta Morris previously worked as Transition Manager at Marble Box and Senior Account Manager at Marble Box. Loretta Morris holds Bachelor'S Degree, Psychology from National Louis University.
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As a Transition Manager at Marble Box, I oversee the managing of clients and their processes and coordination of offshore teams in the insurance industry. I have more than 15 years of experience in commercial, personal, and executive liability insurance, and I am well versed in the best practices and standards of the field.My core competencies include communication, account management, team building, and problem-solving. I am dedicated to providing solutions that best fit the client's needs, and I work with the offshore teams to ensure the quality and efficiency of the service delivery. I also support other resources and departments and take on projects as assigned. My goal is to facilitate the smooth and successful transition of clients and processes to the offshore model, and to foster a collaborative and productive relationship between the onshore and offshore teams.
Listed skills include Team Building, Sales, Account Management, Customer Service, and 4 others.
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Chicago, Illinois
To renew accounts for non- admitted markets.
My roll was to bring in new business as well as grow the business we currently had.
Strategic Consulting, including business plan & sales strategy development.
· Identified new customers using resources available· Customer retention / recovery activities· Outreach selling to the local marketLocal Center Activities and Product Promotion· Job bidding and bid follow-up (in conjunction with bid centers where appropriate) for theclusters· Maintained bidding database· Consultative selling (to include up-selling)· Takes.
· Assisted clients with pension Calculations and estimates for retirement.· Explained 401k plan provisions as well as tax guidelines.· Assisted clients, withdrawals, and retirement needs
· Assisted clients with pension Calculations and estimates for retirement. · Explained 401k plan provisions as well as tax guidelines. · Assisted clients, withdrawals, and retirement needs
Opened and closed store, assisted in mentoring and training of employeed
· Supervised retail and technical departments with a total of nine employees. Resolved bill issues as well as motivated staff to overachieve sales goals. · Developed business relationships to help bring traffic into store. Resulting in getting several businesses in the area to establish service and get the store to increase business sales by 48%. ·.
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Loretta Morris works for Marble Box.
Loretta Morris is listed as Customer Sucess Manager @ Marble Box | Account Management Expert at Marble Box.
AeroLeads has found 1 work email signal at @marble-box.com for Loretta Morris at Marble Box.
Loretta Morris is based in Greater Chicago Area, United States, United States while working with Marble Box.
Loretta Morris has worked for Marble Box, Insureon Solutions, Grenville Management And Printing, Fedex Office, and U.S. Cellular.
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Loretta Morris holds Bachelor'S Degree, Psychology from National Louis University.
Loretta Morris is listed with skills including Team Building, Sales, Account Management, Customer Service, Strategic Planning, Training, Excess And Surplus Lines, and Insurance.
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