Timothy Morris Email & Phone Number

Baltimore, Maryland, United States

West Des Moines, Iowa, United States

This contacting position was for F&G Annuities & Life exclusively. Supported the Senior Marketing Specialist in many phases in the Marketing Communications department. • Ran the fast-paced process for multiple product rate changes initiatives, including JIRA and Salesforce system setup, making needed edits, working with different internal teams including Design and Ad Review• Supported product changes in completing the same process for marketing material changes• Prepared materials for ad-hoc requests for individual agencies• Addressed materials with expiring approvals, resulting in updated pieces for continued use

Towson, Maryland, United States

Supported licensed insurance agents with their books of medical malpractice insurance business. Provided concierge level service to doctors, other medical personnel and their administrators.• Ran all administrative aspects of Ortho-Preferred Program, which enabled orthopedic doctors to take educational online courses that earned them credits for discounts on their insurance.• Reported weekly completions of all educational courses to internal departments and the insurers.• Prepared Insurance applications, Certificates of Insurance, policy modification forms upon request.• Received and handled requests that arose from incoming calls, overnight messages and mail received.• Learned and utilized Epic System created for agency, for storing files and managing all concierge activities

Baltimore, Maryland, United States

FIDELITY & GUARANTY LIFE BUSINESS SERVICES, INC., Baltimore, MDPROJECT COORDINATOR 2009 - 2021 Launched new annuity and life insurance products and product enhancements. Led cross-functional teams, prioritized efforts and reporting progress and finalized marketing materials. Administered advertising review process that entailed checking submissions, assigning required reviews and working with submitters to make required changes before granting approval.- Supported Sales and Actuarial initiatives by managing product launches and enhancements and coordinating efforts of several departments, including creating project plans, planning and leading meetings, reporting to stakeholders and preparing marketing materials.- Served in Advertising Review Administrator role for process that grew to over 1K submissions annually, enabling company to promote products and updates with accurate financial information and language. For each piece, decided on which departments / individuals were needed for the review.- Implemented “State of Understanding” technical 15 - 20-page documents for all annuity product and all state variations, meeting new regulatory requirements. Made required updates to documents. - Worked with multiple departments to update and overhaul advertising disclosures list, enabling submitters and reviewers to use agreed upon language to add any legally required footnotes.- Recognized with service award for efforts relating to the 2019 company rebranding. Took one rebranded brochure from Marketing and created all materials for product lines and the state versions. Worked materials through the review process and tracked the progress for others under tight timeframes.- Promoted physical fitness as a member of the Employee Wellness Team. Led employee fitness walks through Baltimore waterfront. Planned and executed a healthy Bingo board game that involved several mental and fitness squares. Procured healthy snacks for office during designated weeks.

Baltimore, Maryland, United States

COMPLIANCE COORDINATOR 2008 - 2009Coordinated multi-functional advertising review process for over 500 files of marketing copy, serving as the company’s primary contact for all internal and outside agent submitters.- Headed monthly Advertising Review meeting with Product Compliance, Marketing and Legal departments, addressing concerns in the process, upcoming needs for Marketing and any hot issues. - Created procedures manual for all tasks related to the Compliance Coordinator position. Process was crucial to prepare others as back-up and eventually to take over position when the company re-organized.

Baltimore, Maryland, United States

AEGON DIRECT MARKETING SERVICES, INC., Baltimore, MDCAMPAIGN SPECIALIST 2003 - 2007Served as principal contact to marketing materials liaison of critical business partner, Coverdell & Company. Finalized art for direct mail kits by working with external business partners and internal contacts, including division’s Legal and Compliance departments.- Led monthly new customer marketing for Wells Fargo Bank clientele which averaged over 100K names per direct mail effort, satisfying client agreement and providing a steady stream of new sales. - Settled final wording on telemarketing scripts and performed set-up tasks and quality checks to initiate calling, allowing for calling to meet sales goals.Additional AEGON Roles: PRODUCTION SPECIALIST; CUSTOMER SERVICE REPRESENTATIVE