Michelle Morgan OttoScottsdale, Arizona 85257mmmorgan0001@gmail.comPhone: 602-818-3970

Professional Summary: Ambitious, dependable, hardworking, self-motivated, detail orientated, problem solver with 10+ years of successful experience in advising, coordinating, customer relations, marketing/sales. Recognized for the unique ability to mentor others, create and maintain positive, productive long-term business relationships, and champion multiple projects.

Education:University of Arizona - Tucson, Arizona BS in Business Administration, concentration in Marketing

Professional Experience:

Arizona Public Service, Phoenix Arizona (August 2015- current)Support Technician

Support the residential solar interconnect program. Verify that APS requirements have been met by customers and installers.

Review and verify solar contracts, APS required documents, installer diagrams, city/county clearance permits, reference county assessors, online maps, GIS mapping.

Communicate with customers and installers when requirements aren’t met. Provide them resolution options.

Approve solar applications and request installation of meters. Notify customers, installers, and lessors when they have permission to

operate their solar system and connect it to the APS utility grid. Review new employees work and provide management feedback of their

readiness to transition from training to their hired role.

Global Mobility Solutions, Scottsdale, Arizona (March 2013- July 2015)Relocation Coordinator

Serve as advocate and primary point of contact for the customer during the relocation process.

Responsible for qualifying candidates & transferees, complete needs analysis, coordinate third party vendor services for origin and destination, prepare necessary paperwork, and forward to appropriate service providers.

Counsel and provide real estate opportunities for homeowners including mortgage pre-qualification, assist transferee with moving household goods and vehicles, and refer corporate housing partners as needed.

Communicate daily with recruiters or clients and candidates/transferees to track the operational progress of the relocation to ensure the highest levels of satisfaction.

Accomplishments: √ Achieved 100% overall customer satisfaction for 2013. √ Improved real estate conversion rate by 15% from 2013; exceeded 2014 stated

goal.

American Family Insurance, Phoenix, Arizona (May 2010 – March 2013)Policy Sales & Service Representative II (November 2010 – March 2013)

Quoted auto policy premiums complying with underwriting guidelines for 19 states in a fast-paced corporate call center.

Made recommendations on policy coverage’s and options, closed sales, and processed applications in an accurate manner.

Serviced existing auto and property policy holders with an array of policy questions: explanation of coverage’s, premium & billing inquiries, adding or replacing vehicles, proof-of-insurance, letters of experience, etc.

Insurance Agency Support Specialist (May 2010 – Nov 2010) Managed agency correspondence: responded to inquiries and issues of

current and potential customers: quotes, policy and billing questions, claims. Schedules agent appointments, manages banking, project work, and orders supplies, etc.

Coordinated agency prospecting through company prospecting programs, outside sales techniques, and personal insurance reviews.

Maintained high customer service standards to attract and retain customers; resulting in earning and maintaining the JD Power award for 6 consecutive years.

USAA, Phoenix, Arizona (June 2003 – November 2008) Member Relationship Specialist (March 2007 – November 2008)

Performed underwriting analysis to evaluate risk and determine appropriate product pricing to issue and service automobile and homeowner insurance policies.

Promptly and professionally answered policy inquiries, updated existing policies, and suggested additional products to benefit customers.

Bank Servicing Specialist (June 2003 – March 2007) Provided exceptional customer service to customers regarding their checking,

savings and Certificate of Deposit accounts. Served as trainer and mentor for new banking serving specialists. Identified customer life events to ascertain additional financial needs and

referred to appropriate lines of business, adhering to Integrity Selling principals.

Accomplishments Recognized for exceptional customer service. Surpassed member and internal expectations, resulting in “Call of Honor”

Award in June 2005. Awarded “Operating State Excellence Award” for most referrals on 10-15

employee teams. Selected by management to serve on retention team.

Skills: Proficient in Microsoft Word, Outlook, CIM system (Customer Information Management). Basic knowledge of Excel. Course completion: Integrity Selling course by Ron Willingham.

Community Involvement: Event Volunteer – Super Bowl XLII (2008), Public Relations Assistant (Internship) – Arizona State Fair (2002), NBA All Star Jam Session Volunteer (2009), Modeled in Dillard’s Fall Fashion show (2009), Saint Vincent De Paul kitchen volunteer for the homeless (2012). Cancer Climb South Mountain (2016).