Brandon McMorries
@brandonmcmorries
I improve sales quality, coaching, and customer experiences in regulated call-center environments.
United StatesWhat I'm looking for
I've spent more than 20 years improving customer conversations, sales performance, and process consistency across healthcare, insurance, financial services, and telecommunications.
During nearly 13 years at Florida Blue, I managed high-volume Medicare and Under 65 sales and service interactions, coached new team members, analyzed performance trends, and partnered with sales, service, quality, and operations teams to resolve issues. I earned multiple Top 5 and Top 10 sales-performance recognitions while maintaining compliant communication and accurate documentation.
I'm currently a Licensed Life, Health & Annuity Sales Professional with Alera Group, guiding customers through insurance and financial-protection decisions while managing CRM records, follow-up, privacy requirements, and process barriers. I bring practical experience turning customer feedback and recurring issues into clearer communication and stronger execution.
Experience
Work history, roles, and key accomplishments
Licensed Life, Health & Annuity Sales Professional
Alera Group
Mar 2026 - Present (7 months)
Conducts remote customer consultations to assess needs and guide informed decisions on insurance and financial protection. Maintains detailed CRM records and ensures compliance with regulatory and ethical sales standards.
Managed high-volume telesales and customer service for Medicare and Under 65 health coverage. Mentored new team members, collaborated with cross-functional teams, and earned repeated Top 5 and Top 10 performance awards.
Sales Representative
American Income Life
Jul 2011 - Sep 2012 (1 year 2 months)
Conducted customer consultations, explained insurance and annuity options, and guided applications to completion. Managed inbound and outbound interactions while maintaining accurate records and follow-up.
Retirement Tax Line Specialist
Merrill Lynch
Jan 2011 - Jul 2011 (6 months)
Supported branches, CPAs, and clients with Form 1099-R reporting and retirement-account documentation in a high-volume call center. Researched account information, verified documentation, and resolved escalated inquiries.
Handled inbound, outbound, chat, and customer-facing sales for telecommunications products. Identified customer needs, explained options, and guided purchasing decisions while exceeding sales goals.
Education
Degrees, certifications, and relevant coursework
Florida State College at Jacksonville
Coursework, Business Administration
Completed coursework in Business Administration at Florida State College at Jacksonville.
Tech stack
Software and tools used professionally
Availability
Location
United StatesAuthorized to work in
Salary expectations
Job categories
Skills
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