Alesia Morgan
@alesiamorgan
Financial professional specializing in billing, customer support, and insurance with strong attention to detail.
United StatesWhat I'm looking for
I am a detail-oriented financial professional with five years of experience across customer service, billing, and financial literacy roles. I bring hands-on experience managing high-volume document review and loan portfolios while maintaining service level agreements.
At US Bank I work as a Document Review Associate handling 500–1,000 loans daily, organizing large volumes of paper and digital files, and ensuring accuracy within financial frameworks. I collaborate in fast-paced teams and meet deadlines consistently.
As a Life Insurance Agent with Global Financial Impact I cultivated client relationships that led to a 20% increase in policy renewals and consistently met sales targets through tailored product advice and strong regulatory knowledge.
My background includes Medicaid billing and client-facing roles in healthcare and hospitality, where I developed strong communication, customer support, and problem-solving skills using tools like Zendesk and Microsoft Office.
Experience
Work history, roles, and key accomplishments
UBReviewed and organized large volumes of paper and digital loan documents, investigating records for multiple clients and managing 500–1,000 loans daily while meeting service level agreements.
Life Insurance Agent
Global Financial Impact
Mar 2024 - Present (1 year 8 months)
Cultivated client relationships that increased policy renewals by 20% and consistently met sales targets by providing tailored life insurance advice and solutions.
Billing Specialist
Cuyahoga County of Developmental Disabilities
Mar 2019 - Jul 2024 (5 years 4 months)
Managed Medicaid billing for the State of Ohio, handled customer inquiries about services and billing, and resolved client concerns while following care plans and maintaining timely responses.
Customer Service Representative
Marriott Bonvoy
Aug 2018 - Oct 2019 (1 year 2 months)
Provided remote call-center support, greeted guests, and delivered up-to-date information on hotel offerings and promotions to enhance guest satisfaction.
Medicaid Home Provider
Independent Provider
May 2014 - Jul 2018 (4 years 2 months)
Provided personal care, medication management, and home health support under Medicaid, monitoring client health and coordinating with healthcare teams from 2014–2018.
Education
Degrees, certifications, and relevant coursework
CCCuyahoga Community College
College Coursework, Nursing
Completed two years of coursework in Nursing focusing on foundational nursing concepts and clinical skills.
Cleveland Christian Academy
High School Diploma, General Education
High school diploma from Cleveland Christian Academy.
Availability
Location
United StatesAuthorized to work in
Job categories
Interested in hiring Alesia?
You can contact Alesia and 90k+ other talented remote workers on Himalayas.
Message AlesiaFind your dream job
Sign up now and join over 100,000 remote workers who receive personalized job alerts, curated job matches, and more for free!
