Morgan Bates
Licensed Insurance Agent at Cabot Insurance Group- Claim this Profile
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Topline Score
Bio
Credentials
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Insurance Agent (Health, Property, Casualty)
National Association of Insurance Commissioners (NAIC)Jun, 2022- Oct, 2024 -
Mortgage Field Service Inspector
Mortgage Field ServicesSep, 2018- Oct, 2024 -
ServeSafe Alcohol
SERVESAFE LTDJul, 2018- Oct, 2024 -
Notary Public
Arkansas Secretary of State Mark MartinJul, 2017- Oct, 2024 -
Insurance Agent, Property & Casualty
National Association of Insurance Commissioners (NAIC)Jun, 2022- Oct, 2024
Experience
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Cabot Insurance Group
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United States
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Insurance
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1 - 100 Employee
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Licensed Insurance Agent
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Nov 2021 - Present
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Licensed Insurance Agent
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Nov 2021 - Nov 2022
• Quote and issue home and auto insurance • Answer phone calls and customer service requests • Submit/collect payments online or cash in-office • File claims • Process cancellations • Update or make changes to policies • Resolve billing issues (past due bills, reinstatement of policies, non-payment cancellations, etc.) • Create documents for e-signatures • Coordinate with lenders and mortgage companies
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MERLE NORMAN/ JUNE'S HALLMARK
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United States
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Wholesale
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Sales Manager
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Nov 2020 - Aug 2021
• Key holder responsible for opening and closing the store • Count money drawers and make deposits • Assist customers • Answer phones • Request custom orders / store transfers • Vacuum, dust, bathroom duties • Restock and organize inventory • Set up / create displays • Cashier • Fulfill online orders and prepare package for shipment • Assist customers in Merle Norman (separate business & duties required - section located inside hallmark building) • Wrap… Show more • Key holder responsible for opening and closing the store • Count money drawers and make deposits • Assist customers • Answer phones • Request custom orders / store transfers • Vacuum, dust, bathroom duties • Restock and organize inventory • Set up / create displays • Cashier • Fulfill online orders and prepare package for shipment • Assist customers in Merle Norman (separate business & duties required - section located inside hallmark building) • Wrap gifts • Handled day-to-day operations • Handled all revenue, payroll and sales reporting • Assured customer satisfaction at all times • Kept sales volume high by promoting products based on individuals needs and wants • Made daily deposits • Managed advertising, sales, revenue planning, inventory management and customer relations • Supervised Merle Norman Studios • Managed day-to-day operations • Handled opening and closing of store • Handled marketing, sales, inventory management, advertising, customer relations and revenue planning • Generated sales, revenue and payroll reports • Cleaned store • Planned events • Met sales goals by pulling the previous year’s sales and monthly comparison to set targeted daily sales goals Show less • Key holder responsible for opening and closing the store • Count money drawers and make deposits • Assist customers • Answer phones • Request custom orders / store transfers • Vacuum, dust, bathroom duties • Restock and organize inventory • Set up / create displays • Cashier • Fulfill online orders and prepare package for shipment • Assist customers in Merle Norman (separate business & duties required - section located inside hallmark building) • Wrap… Show more • Key holder responsible for opening and closing the store • Count money drawers and make deposits • Assist customers • Answer phones • Request custom orders / store transfers • Vacuum, dust, bathroom duties • Restock and organize inventory • Set up / create displays • Cashier • Fulfill online orders and prepare package for shipment • Assist customers in Merle Norman (separate business & duties required - section located inside hallmark building) • Wrap gifts • Handled day-to-day operations • Handled all revenue, payroll and sales reporting • Assured customer satisfaction at all times • Kept sales volume high by promoting products based on individuals needs and wants • Made daily deposits • Managed advertising, sales, revenue planning, inventory management and customer relations • Supervised Merle Norman Studios • Managed day-to-day operations • Handled opening and closing of store • Handled marketing, sales, inventory management, advertising, customer relations and revenue planning • Generated sales, revenue and payroll reports • Cleaned store • Planned events • Met sales goals by pulling the previous year’s sales and monthly comparison to set targeted daily sales goals Show less
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Escrow Officer
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Aug 2019 - Nov 2020
• Reviewing real estate contracts/documents, set files up, clear title - satisfy any judgments or liens, corresponding with clients (buyer and/or seller, lenders), data entry • Send documents for recording, preparing documents such as: affidavits, POA, deeds, closing, protection letters, lien releases, closing disclosures, ALTA settlement statements, closing package, acknowledgements, etc. • Order payoffs, HOI, surveys, termite clearance letters, home warranty, etc. • Confirm… Show more • Reviewing real estate contracts/documents, set files up, clear title - satisfy any judgments or liens, corresponding with clients (buyer and/or seller, lenders), data entry • Send documents for recording, preparing documents such as: affidavits, POA, deeds, closing, protection letters, lien releases, closing disclosures, ALTA settlement statements, closing package, acknowledgements, etc. • Order payoffs, HOI, surveys, termite clearance letters, home warranty, etc. • Confirm final closing disclosures/settlement statements to close. • Scheduling appointments, wire transfers, confirm appointments, shop quotes for customer, clear communication between multiple parties, record filing/keeping, legal research, court filing, disbursing funds, shipping & receiving items/docs. • Meeting deadlines efficiently, networking events, stocking office supplies • Back-up closing officer for real estate/commercial properties. • I am also a certified Notary Public in Arkansas. Show less • Reviewing real estate contracts/documents, set files up, clear title - satisfy any judgments or liens, corresponding with clients (buyer and/or seller, lenders), data entry • Send documents for recording, preparing documents such as: affidavits, POA, deeds, closing, protection letters, lien releases, closing disclosures, ALTA settlement statements, closing package, acknowledgements, etc. • Order payoffs, HOI, surveys, termite clearance letters, home warranty, etc. • Confirm… Show more • Reviewing real estate contracts/documents, set files up, clear title - satisfy any judgments or liens, corresponding with clients (buyer and/or seller, lenders), data entry • Send documents for recording, preparing documents such as: affidavits, POA, deeds, closing, protection letters, lien releases, closing disclosures, ALTA settlement statements, closing package, acknowledgements, etc. • Order payoffs, HOI, surveys, termite clearance letters, home warranty, etc. • Confirm final closing disclosures/settlement statements to close. • Scheduling appointments, wire transfers, confirm appointments, shop quotes for customer, clear communication between multiple parties, record filing/keeping, legal research, court filing, disbursing funds, shipping & receiving items/docs. • Meeting deadlines efficiently, networking events, stocking office supplies • Back-up closing officer for real estate/commercial properties. • I am also a certified Notary Public in Arkansas. Show less
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Capital Title & Escrow, LLC
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United States
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Real Estate
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Assistant Escrow Officer
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Feb 2018 - Jun 2018
• Reviewing real estate contracts/documents, set files up, clear title - satisfy any judgments or liens, corresponding with clients (buyer and/or seller, lenders) • Data entry, sending documents for recording, preparing documents such as: affidavits, POA, deeds, closing protection letters, lien releases, closing disclosures, ALTA settlement statements, closing package, acknowledgements, etc. • Order payoffs, HOI, surveys, termite clearance letters, home warranty, etc. •… Show more • Reviewing real estate contracts/documents, set files up, clear title - satisfy any judgments or liens, corresponding with clients (buyer and/or seller, lenders) • Data entry, sending documents for recording, preparing documents such as: affidavits, POA, deeds, closing protection letters, lien releases, closing disclosures, ALTA settlement statements, closing package, acknowledgements, etc. • Order payoffs, HOI, surveys, termite clearance letters, home warranty, etc. • Confirm final closing disclosures/settlement statements to close. • Scheduling appointments, wire transfers, confirm appointments, shop quotes for customer, clear communication between multiple parties • Record filing/keeping, legal research, court filing, disbursing funds, shipping & receiving items/docs • Meeting deadlines efficiently, networking events, stocking office supplies • Back-up closing officer for real estate/commercial properties. I am also a certified Notary Public in Arkansas Show less • Reviewing real estate contracts/documents, set files up, clear title - satisfy any judgments or liens, corresponding with clients (buyer and/or seller, lenders) • Data entry, sending documents for recording, preparing documents such as: affidavits, POA, deeds, closing protection letters, lien releases, closing disclosures, ALTA settlement statements, closing package, acknowledgements, etc. • Order payoffs, HOI, surveys, termite clearance letters, home warranty, etc. •… Show more • Reviewing real estate contracts/documents, set files up, clear title - satisfy any judgments or liens, corresponding with clients (buyer and/or seller, lenders) • Data entry, sending documents for recording, preparing documents such as: affidavits, POA, deeds, closing protection letters, lien releases, closing disclosures, ALTA settlement statements, closing package, acknowledgements, etc. • Order payoffs, HOI, surveys, termite clearance letters, home warranty, etc. • Confirm final closing disclosures/settlement statements to close. • Scheduling appointments, wire transfers, confirm appointments, shop quotes for customer, clear communication between multiple parties • Record filing/keeping, legal research, court filing, disbursing funds, shipping & receiving items/docs • Meeting deadlines efficiently, networking events, stocking office supplies • Back-up closing officer for real estate/commercial properties. I am also a certified Notary Public in Arkansas Show less
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Escrow Processor
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Jun 2017 - Jan 2018
• Review real estate contracts/documents, lender title orders, and commitments • Clearing title that often includes getting releases/satisfactions and payoffs, corresponding with clients to provide them with updates and satisfied with closing requirements and making relationships for building a positive experience with the company • Inputting data, sending documents for recording, preparing documents such as: affidavits, POA, deeds, closing protection letters, lien releases… Show more • Review real estate contracts/documents, lender title orders, and commitments • Clearing title that often includes getting releases/satisfactions and payoffs, corresponding with clients to provide them with updates and satisfied with closing requirements and making relationships for building a positive experience with the company • Inputting data, sending documents for recording, preparing documents such as: affidavits, POA, deeds, closing protection letters, lien releases, closing disclosures, ALTA settlement statements, acknowledgements, etc. • Prepare/sign checks for disbursement, send outgoing wires and confirm incoming wires to release funds • Work effectively under pressure and demanding requests. Show less • Review real estate contracts/documents, lender title orders, and commitments • Clearing title that often includes getting releases/satisfactions and payoffs, corresponding with clients to provide them with updates and satisfied with closing requirements and making relationships for building a positive experience with the company • Inputting data, sending documents for recording, preparing documents such as: affidavits, POA, deeds, closing protection letters, lien releases… Show more • Review real estate contracts/documents, lender title orders, and commitments • Clearing title that often includes getting releases/satisfactions and payoffs, corresponding with clients to provide them with updates and satisfied with closing requirements and making relationships for building a positive experience with the company • Inputting data, sending documents for recording, preparing documents such as: affidavits, POA, deeds, closing protection letters, lien releases, closing disclosures, ALTA settlement statements, acknowledgements, etc. • Prepare/sign checks for disbursement, send outgoing wires and confirm incoming wires to release funds • Work effectively under pressure and demanding requests. Show less
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Realty Title & Escrow
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United States
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Real Estate
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1 - 100 Employee
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Escrow Processor
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May 2015 - Jun 2017
• Setting up new files for real estate contracts • Receptionist • Assist customers at front office • Clear title for any judgements against the property or client • Input data entry, process checks/invoices, send recordings, prepare closing documents, correspondence with agents, lenders, buyer/seller, mail policies, scan & file documents • Keep inventory, order office supplies • Prepare deed stamps, request payoffs/liens/debts, obtain homeowners insurance/termite… Show more • Setting up new files for real estate contracts • Receptionist • Assist customers at front office • Clear title for any judgements against the property or client • Input data entry, process checks/invoices, send recordings, prepare closing documents, correspondence with agents, lenders, buyer/seller, mail policies, scan & file documents • Keep inventory, order office supplies • Prepare deed stamps, request payoffs/liens/debts, obtain homeowners insurance/termite clearance letters/home warranties/any additional invoices for services prior to closing, and disburse funds to all parties involved to finalize the closing. Show less • Setting up new files for real estate contracts • Receptionist • Assist customers at front office • Clear title for any judgements against the property or client • Input data entry, process checks/invoices, send recordings, prepare closing documents, correspondence with agents, lenders, buyer/seller, mail policies, scan & file documents • Keep inventory, order office supplies • Prepare deed stamps, request payoffs/liens/debts, obtain homeowners insurance/termite… Show more • Setting up new files for real estate contracts • Receptionist • Assist customers at front office • Clear title for any judgements against the property or client • Input data entry, process checks/invoices, send recordings, prepare closing documents, correspondence with agents, lenders, buyer/seller, mail policies, scan & file documents • Keep inventory, order office supplies • Prepare deed stamps, request payoffs/liens/debts, obtain homeowners insurance/termite clearance letters/home warranties/any additional invoices for services prior to closing, and disburse funds to all parties involved to finalize the closing. Show less
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Cabot Medical Park Pharmacy
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United States
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Cosmetics
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Pharmacy Technician
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Nov 2014 - May 2015
• Receptionist • Assist customers • Order refills from manufacturers, inventory, restock shelves, organize store and keep things tidy, sweep and mop floors and clean restrooms • Fill prescriptions, enter patients' information into computer system, process insurances, • customer support/service • Deliver medication, pick up/drop off mail, and assist pharmacist with any needs. • Receptionist • Assist customers • Order refills from manufacturers, inventory, restock shelves, organize store and keep things tidy, sweep and mop floors and clean restrooms • Fill prescriptions, enter patients' information into computer system, process insurances, • customer support/service • Deliver medication, pick up/drop off mail, and assist pharmacist with any needs.
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Crossroads Western Wear
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United States
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Software Development
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Retail Sales Associate
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Apr 2013 - May 2015
• Greet customers, commission based, restock inventory, special orders, answer phone, customer service & satisfaction, meet customer needs • Cashier, key holder • Open/close store, keep store clean, sweep, mop, janitorial • Manage social media marketing for Facebook & Instagram, public marketing • Styling, shaping western hats, and back-office duties. • Greet customers, commission based, restock inventory, special orders, answer phone, customer service & satisfaction, meet customer needs • Cashier, key holder • Open/close store, keep store clean, sweep, mop, janitorial • Manage social media marketing for Facebook & Instagram, public marketing • Styling, shaping western hats, and back-office duties.
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Education
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Arkansas State University-Beebe
N/A, General Studies -
Cabot High School
Diploma, General Studies -
Cabot High School
High School Diploma