Nancy W Morton
Maryville
Summary
State of Tennessee Life insurance license 15 years of customer service experience Very dependable and honest person Experience with customer accounts and collections 50 WPM typing speed Handle stressful situations well Very organized Problem solving skills Timely Articulate speaker Quick books experience
Overview
2027
2027
years of professional experience
1
1
Certification
Work History
Preneed Family Advisor
Heritage family funeral
2026 - Current
- Assisted families in making informed decisions regarding funeral services and arrangements.
- Provided compassionate support to clients during difficult times, ensuring comfort and understanding.
- Coordinated logistics for services, including transportation and venue arrangements.
- Securing funding with specialized life insurance
- Developed personalized memorial packages that reflected individual family needs and preferences.
preneed advisor
Future Care
05.2026 - Current
Financial office Manager
St. Mark’s Methodist Church
05.2023 - 05.2026
- Counted and entered weekly offerings into quick books
- Deposited all funds to bank
- Managed any Cd’s and bank accounts
- Kept up with monthly financial records
- Organized Church events
- Complete Weekly Newsletter
- Write all church checks
- Completed payroll
- Completed W2s & 1099s each year
Store Manager
Titlemax
11.2020 - 04.2023
- Worked with customers to meet their loan needs with different loan options
- Worked collections accounts to bring accounts current or collect collateral
- Worked with different recovery vendors to recover collateral
- Trained new Csr and Assistant managers
- Worked with district managers and Rvp on how to increase growth and lower charge offs
- Daily bank deposit and errands
- Worked with auction for sales
- Made marketing calls
- Kept track of all Titles in our log
- Completed monthly alarm test
- Completed monthly Audits.
Client relations
Edfinancial
03.2019 - 04.2020
- Processed federal student loans for three states
- Serviced already disbursed loans for all 50 states
- Advise students of documents needed for verification
- Advise borrowers of loan details
- Help borrowers understand interest
- Send out special letter request
Sales Representative
Jewelry Television
Knoxville, TN
06.2012 - 06.2018
- Inbound calls from customers
- Placing customer orders
- Updating customer information
- Creating new customer accounts
- Working collection accounts
- Dealing with shipping issues
- Issued refunds and credits
Patient Care Tech
East TN Dialysis
Maryville, TN
12.2009 - 05.2012
- Placing patients on dialysis machines
- Monitoring patients during treatments
- Helping doctor with his rounds
- Setting up dialysis machines
- Patient care
Education
High School Diploma - undefined
Heritage High
05-2004
Skills
Managed customer service operations for Tennessee life insurance, enhancing client satisfaction
Oversaw financial transactions and reporting using QuickBooks for streamlined operations
Directed collections efforts to minimize outstanding balances and improve cash flow
Cultivated client relationships to drive retention and loyalty
Implemented organizational strategies to optimize workflow and efficiency
Led problem-solving initiatives to address customer concerns effectively
Drove sales growth through targeted outreach and relationship management
Certification
State of Tn life insurance
Preneed
Timeline
preneed advisor
Future Care
05.2026 - Current
Financial office Manager
St. Mark’s Methodist Church
05.2023 - 05.2026
Store Manager
Titlemax
11.2020 - 04.2023
Client relations
Edfinancial
03.2019 - 04.2020
Sales Representative
Jewelry Television
06.2012 - 06.2018
Patient Care Tech
East TN Dialysis
12.2009 - 05.2012
High School Diploma - undefined
Heritage High
Preneed Family Advisor
Heritage family funeral
2026 - Current