Insurance Agent

JIMMY EDWARD MORALES

Houston, Texas 281-***-**** ***********@*****.***

EDUCATION

University of Houston-Downtown, Marilyn Davies College of Business Bachelor of Business Administration with major in Insurance & Risk Management May 2020

Lone Star College System

Associate of Arts Degree, General Studies

LICENSES, PROFESSIONAL DESIGNATIONS AND CERTIFICATIONS Texas Department of Insurance

• General Lines Property and Casualty License # 1963603 Chartered Property Casualty Underwriter (CPCU)

• CPCU 520 and CPCU 540 courses completed; CPCU 500, CPCU 530 and CPCU 552 courses in progress with plans to complete designation by 2022.

• Collegiate Studies for Chartered Property Casualty Underwriter (CS CPCU) Certification Certified Risk Manager (CRM)

• Principles and Control courses completed

Chartered Financial Planner (ChFP) and Certified Life Underwriter (CLU)

• HS 311 and HS 330 completed

PROFESSIONAL EXPERIENCE

Contractors Insurance Services

Property & Casualty Insurance Agent, Houston, TX 2014 - Present

• Establish long-term relationships with personal and commercial clients. Analyze policies for proper coverage and compliance for personal and commercial related insurance.

• Review insurance contracts for clients to be compliant to work on-site with the city, state, county, builders, and other commercial property companies. Possess advanced knowledge of insurance ACORDS and ISO forms.

• Complete agent audits and inspections for insurance companies to meet underwriting guidelines.

• Submit and track open claims between insureds and insurance companies. Customer Service Representative (CSR), Houston, TX 2009 - 2014

• Provided information in response to inquiries such as auto, homeowners, and commercial policies. Assisted insurance agent to contact dead files, renewals, internet leads, and cross-selling.

• Developed work relations with underwriters with standard and non-standard companies. Campaigned Business to Business Marketing and Business to Consumer Marketing. COMPUTER SKILLS

• Microsoft MS Word, Excel, PowerPoint, Access, Publisher

• Google OneDrive, Docs, Sheets, Slides, and Forms

• Adobe Acrobat Professional

HONORS AND AWARDS

University of Houston - Downtown:

• Insurance and Risk Management Program Scholarship Recipient - 2017, 2018, 2019

• Greek Man of the Year Award Recipient – 2018 (Exemplifies outstanding contributions to make a significant impact in his own organization and the overall Greek community)

• Outstanding Community Service and Philanthropy Award Recipient - 2018 PROFESSIONAL AFFILIATIONS AND COLLEGIATE ORGANIZATIONS

• Chartered Property Casualty Society – Houston Chapter (2020 – present)

• Omega Delta Phi Fraternity, Inc. Chapter Advisor (2019-present), President (2017-2019)

• Gamma Iota Sigma Collegiate Fraternity (International Risk Management and Insurance) (2018-present)

• Multicultural Greek Council (MGC) President (2017-2018)

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