Stephanie Morgan, Cic, Cisr
About Stephanie Morgan, Cic, Cisr
Stephanie Morgan is a Commercial Lines Account Manager at Patra Corporation, where she has worked since 2020. With over a decade of experience in the insurance industry, she specializes in consultative sales, risk evaluation, and client relationship management.
Work at Patra Corporation
Stephanie Morgan has been serving as a Commercial Lines Account Manager at Patra Corporation since 2020. In this role, she operates remotely and focuses on managing commercial lines accounts. Her responsibilities include building and maintaining client relationships, as well as implementing pricing strategies to support business growth.
Previous Experience in the Insurance Industry
Before joining Patra Corporation, Stephanie Morgan worked at BB&T as a Commercial Lines Client Service Agent from 2007 to 2013. She spent six years in Wilmington, NC, where she developed her skills in client service. Following her tenure at BB&T, she worked at Gallagher as a Life Sciences Client Service Manager for one year from 2018 to 2019, also in Wilmington, North Carolina.
Education and Expertise
Stephanie Morgan studied Business Administration at Miller-Motte College-Wilmington, where she earned a Bachelor of Science degree from 2014 to 2018. Her educational background complements her extensive experience in the insurance industry, where she has developed expertise in operational and risk evaluation, risk analysis, and coverage analysis.
Skills in Sales and Client Relations
Stephanie Morgan possesses a strong background in consultative sales and business-to-business (B2B) sales. She specializes in expanding network connections and introducing new products and services to clients. Her focus on building and maintaining strong client relationships has been a key aspect of her career in the insurance sector.
Professional Achievements
With over a decade of experience in the insurance industry, Stephanie Morgan has honed her skills in implementing pricing strategies and developing coverage territories. Her efforts have contributed to enhancing business growth and improving client satisfaction within her roles.