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Julie Morrison is a seasoned insurance professional with extensive experience in property and casualty insurance, claims management, and customer service. She has held various roles, including Claims Representative, Account Manager, and Director of Marketing and Community Relations. Morrison holds a Bachelor's of Science degree in Biology from Arizona State University and is based in the Greater Savannah Area.

Experience

    • United States
    • Banking
    • 1 - 100 Employee
    • Director of Marketing And Community Relations
      • Sep 2023 - Present

    • Community Events Coordinator
      • Nov 2017 - Sep 2023

    • Executive Assistant/Marketing Assistant
      • Nov 2014 - Sep 2023

    • Office Manager
      • Nov 2013 - May 2014
      • Skidaway Island, Georgia

      * Public works department* Clerical, administrative and transactional tasks* Prepare daily deposit and close down register * Input invoices into accounting software and review purchase orders* Power Point Presentations* Involvement in staff meetings, reviews and employee development* Writing and reviewing staff reports and capital budgets requests* Preparation for committee meetings and taking minutes* Inter-departmental Relations* Departmental Full time Job Equivalency position review

  • Schneider National
    • Port Wentworth, Georgia
    • Account Manager
      • Jan 2013 - Oct 2013
      • Port Wentworth, Georgia

      * Clerical, administrative and transactional tasks* Handling day to day order processing for a considerable account* Point of contact to address any issues that arise and handle calls from staff and customers* Communication with internal departments, including drayage* Printing of UCC 128 labels and system generated documentation* Serving as a liaison between the office and warehouse* Account billing (audits, credit memos, etc.) and month end tasks* Scheduling the pickup for FTL and LTL and small parcel packages so the shipments arrive timely* Handling and processing of inbound containers from the ports (typically in excess of 100 containers per month) to ensure there are no demurrage charges incurred* Third Party Logistics* Working in WMS and multiple specialized operational systems/software

  • Travis Barlow Company
    • Pooler, Georgia
    • Producer - Agent - National Presenter - Account Manager
      • Jun 2011 - Sep 2012
      • Pooler, Georgia

      * Handling incoming calls, faxes and emails by responding appropriately and directing them accordingly. Preparation of internal and external correspondence.* Developing power point presentations * Handle inquiries from clients regarding insurance coverage, questions and concerns * Accounts payable, handling and processing payment along with accounting tasks (collection calls)* Contact potential customers to secure pertinent information and provide them with an commercial insurance quote * Assists the sales staff in marketing accounts for quotes* Establish and work within the parameters of departmental budgets * Developing excel spreadsheets and inputting data into excel spreadsheets* Composition of safety manual* Publications in Tow Times* Setting up and scheduling seminars within departmental budget objectives* Establishing and scheduling of hotels, conference rooms and flight itinerary* Marketing - Cold calling, sending emails, post cards, flyers and letters to develop leads and hosting seminars* Account Manager – sending out certificates of insurance, handling calls, adding/deleting vehicles and drivers as well as sending out renewal proposals * Strategic planning to develop and market the compliance seminars for the increase of sales for the agency* Arrange, set up and run trade shows and DOT compliance seminars

  • Scottsdale Insurance Company
    • Scottsdale, Arizona
    • Claims Representative
      • Apr 2008 - Jun 2011
      • Scottsdale, Arizona

      * Verbal and written correspondence to policyholders, attorneys, public adjusters, general agents, producing agents and claimants* Understanding, interpreting and applying policy language and coverage* Preparing reservation of rights and disclaimers in regards to property losses* Excess and Surplus claims for personal and commercial lines for auto and property* Established and maintained annual objectives* Accounting and issuing payments under policy guidelines and seeking reimbursement from responsible parties* Assessment and evaluation of bodily injury claims for insured passengers and third party liability claims.

  • Sentry Insurance
    • Scottsdale, Arizona
    • Senior Claims Representative
      • Aug 2001 - Apr 2008
      • Scottsdale, Arizona

      * Process and handle claims dealing with excess limit issues and reservation of rights * PIP unit – reviewing, reduction and handling of PIP payments and accounting* Assessment and investigation of liability claims and evaluation of bodily injury claims* Assess recorded statements/interviews and resolve coverage disputes* Working knowledge of the guidelines mandated by states* Respond to arbitration and subrogation process * Maintain and handle the hiring of independent appraisers to resolve coverage issues and for property damage assessment. Evaluation of services rendered and verify completion in timely manner and billed services are reasonable

Education

  • 1995 - 1999
    Arizona State University
    Bachelor's of Science, Biology/Biological Sciences, General

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Insurance”

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