Shelley Morgan
Real Estate - Business Development at The Morgan Group - Keller Williams Atlantic Partners- Claim this Profile
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Bio
Edward Levine
With both operational and sales accumen in insurance services, Shelley is someone you want on your side. Throughout her career, she repeatedly demonstrates how industry knowlege and professionalism make a winner.
Sirmans, Sandra
It's been a pleasure to work with Shelley over the years in many capacities, currently in her Account Executive role with Intracorp. She is a pro at consultative selling and works for a balance between customer needs and company needs that benefits both. She is a strong team player and committed to her job.
Edward Levine
With both operational and sales accumen in insurance services, Shelley is someone you want on your side. Throughout her career, she repeatedly demonstrates how industry knowlege and professionalism make a winner.
Sirmans, Sandra
It's been a pleasure to work with Shelley over the years in many capacities, currently in her Account Executive role with Intracorp. She is a pro at consultative selling and works for a balance between customer needs and company needs that benefits both. She is a strong team player and committed to her job.
Edward Levine
With both operational and sales accumen in insurance services, Shelley is someone you want on your side. Throughout her career, she repeatedly demonstrates how industry knowlege and professionalism make a winner.
Sirmans, Sandra
It's been a pleasure to work with Shelley over the years in many capacities, currently in her Account Executive role with Intracorp. She is a pro at consultative selling and works for a balance between customer needs and company needs that benefits both. She is a strong team player and committed to her job.
Edward Levine
With both operational and sales accumen in insurance services, Shelley is someone you want on your side. Throughout her career, she repeatedly demonstrates how industry knowlege and professionalism make a winner.
Sirmans, Sandra
It's been a pleasure to work with Shelley over the years in many capacities, currently in her Account Executive role with Intracorp. She is a pro at consultative selling and works for a balance between customer needs and company needs that benefits both. She is a strong team player and committed to her job.
Experience
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Keller Williams Atlantic Partners
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Real Estate
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1 - 100 Employee
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Real Estate - Business Development
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Jan 2011 - Present
Multi million dollar Real Estate producer. Ranked top 3% for sales in my office and was Realtor of the Year for 2022 and Luxury Leader of the Ponte Vedra Beach office for Keller Williams Over 10 years of experience selling Real Estate in Northeast Florida area. Also have been a Real Estate investor, Relocation specialist, Multimillion Dollar producer and owned numerous Rental homes for the last 20 years. Please ask about the 6 Corporations that recommend me when their executives are moving to the NE Florida area. The Morgan Group - www.shelleymorganrealtor.com My service is delivered with discretion, promptness and professionalism that recognizes the need for sensitivity, security and thoroughness. In Northeast Florida's St Johns and Duval Counties, home buyers and sellers alike have come to know Shelley as "The one to get the real estate job done." Shelley has been a real estate professional in the Northeast Florida area since 2011 and is a NE Florida native! By enlisting the services of a team, she is able to personally meet your relocation goals. Shelley understands that you are buying or selling more than a home, you are investing in a lifestyle...possibly, the investment of a lifetime. Shelley's past experience in Insurance Management and Business Development translates into service that is delivered with discretion, promptness and professionalism. She recognizes your need for sensitivity, security and thoroughness. Shelley is a graduate of Florida State University. She and her husband live in Ponte Vedra Beach. Show less
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Coldwell Banker Vanguard Realty, Inc.
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Real Estate
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100 - 200 Employee
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Business Development Officer
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Feb 2013 - Jun 2015
Business Development Officer for Coldwell Banker Vanguard Real Estate. Our Relocation program is designed to enhance employee satisfaction. We have agreements with major corporations in NE Fl., along with some new companies moving into NE Fl. When a participant uses CBV agent to complete a real estate transaction when buying or selling a home we enhance their transition experience. Business Development Officer for Coldwell Banker Vanguard Real Estate. Our Relocation program is designed to enhance employee satisfaction. We have agreements with major corporations in NE Fl., along with some new companies moving into NE Fl. When a participant uses CBV agent to complete a real estate transaction when buying or selling a home we enhance their transition experience.
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Intracorp
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Insurance
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100 - 200 Employee
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National Account Executive
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Aug 2008 - Mar 2011
Sell Managed Care Services to large corporations and TPA's and Carriers in the SE and Texas Sell Managed Care Services to large corporations and TPA's and Carriers in the SE and Texas
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Vice President Business Development
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Jul 2005 - Jul 2008
Sold TPA services throughout the SE Sold TPA services throughout the SE
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Crawford & Company
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United States
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Insurance
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700 & Above Employee
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National Account Executive
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2006 - 2008
Developed and grew Broadspire third party administration (TPA), a subsidiary Crawford & Co. Claims administration services sold include claims adjusting, cost containment (early intervention, on-site case management, field case management, provider bill auditing, PPO network, Pharmacy and utilization review) litigation management, subrogation, and information systems. Territory included Fl., Ga., NC, and Va. • Created a marketing channel that generated a significant flow of new business proposals by developing strong working relationships with Brokers throughout the S.E. • Implemented a structured marketing plan for national accounts building strategic alliances with outside consultants/clients/prospects nationwide. • 2007 – Countrywide, #2 Salesperson of the Year Show less
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Director of Business Development
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2003 - 2006
Developed and grew Broadspire third party administration (TPA), a subsidiary Crawford & Co. Claims administration services sold include claims adjusting, cost containment (early intervention, on-site case management, field case management, provider bill auditing, PPO network, Pharmacy and utilization review) litigation management, subrogation, and information systems. Territory included Fl., Ga., NC, and Va. • Created a marketing channel that generated a significant flow of new business proposals by developing strong working relationships with Brokers throughout the S.E. • Implemented a structured marketing plan for national accounts building strategic alliances with outside consultants/clients/prospects nationwide. • 2007 – Countrywide, #2 Salesperson of the Year Show less
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Vice President - Sales
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1998 - 2002
Responsible for new business sales and marketing of RSKCo TPA and managed care services to brokers, independent agents, carriers/MGA's and prospects within three southeastern states. Ranked National Sales Person of the Year for 2001 and 2000, and on target for same in 2002 with 4.5M in sales. Exceeded the . Analyze territory and marketplace, identifying and maximizing new business opportunities. companies new business revenue goals by 190% for the past three years. Developed initial marketing & sales tools used to target Fortune 1000 accounts, resulting in a 190% increase in customer sales. Show less
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Education
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Florida State University - College of Business
BS, Public Relations & Advertising
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