Experienced Insurance Professional
Resume:
Debra F. Morillo
Charleston, SC 29412
*********@*****.***
EXPERIENCE
HUB International (2019-Present)
Private Client Advisor
Prospecting and production of new business to grow a profitable book of business.
Job Duties Include:
Developing external and internal referral sources
Focus on writing comprehensive insurance plans, not just monoline policies
Becoming a trusted advisor for affluent families and individuals
Work with team to ensure sales targets are achieved
Moulton & Sheally Insurance (2018-2019)
Agent/Director of Operations for Charleston office
Sales and service of over $9,000,000 in premium volume
Responsibilities include:
Worked closely with owners to develop and implement business and marketing plans
Hiring and training of personnel
Continually educated staff on agency systems and procedures, company guidelines, compliance, underwriting appetites, and additional opportunities to maximize agency growth
Maintained lasting and respected relationships with clients
A. Patch Insurance Agency (1984-2018)
Agent/Director of Operations
Sales and service of over $9,000,000 in premium volume
Full autonomy for all aspects of agency operation including:
Developed business and marketing plans for profitable agency growth
Hiring and training of personnel
Management of staff of up to twenty across four locations
Motivation of staff to achieve agency goals
Tracking of agency production and retention
Financial management of all commissions and expenditures
Execution of agency agreements with brokerage firms
Member of Nationwide’s Integration User Group (2005-2008)
Provided input for design of Agency Client Management System
Member of Networking Group USA’s Charleston Chapter (2022-Present)
LICENCES HELD
Property and Casualty Insurance Agent- SC, NC, GA, AL
Life and Health Insurance Agent- SC, NC, GA, AL
Insurance Broker- SC
EDUCATION
Columbia College, Columbia SC
Bachelor’s degree
PROFESSIONAL TRAINING
Life Underwriters Training Council 202
Insurance 21 and 22
Lee Dubois Sales Seminars
Kathleen Ranahan’s Six Steps to Leadership Success
COMMUNITY VOLUNTEER WORK
Saint James Anglican Church (1985-Present)
Established and currently lead Children’s Chapel Program
Welcome Committee
Sunday School Teacher
Food Ministry Team Lead
Pickle’s People (2021-Present)
Golf tournament volunteer (fundraiser)
Clubhouse build volunteer
Leukemia & Lymphoma Society (2020-Present)
Man and Woman of the Year team member (personally raised over $15,000)
Resilience Challenge Member
Light The Night Fundraiser participant
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