Zachary M. Morrell
Rockford
Summary
Client Manager and sales professional with experience in commercial insurance account management and team leadership. Known for building strong client relationships managing complex accounts and delivering consistent results in fast-paced environments.
Overview
1
1
Certification
Work History
Client Manager
M3 Insurance
Rockford
- Primary contact for commercial clients providing strategic risk management support
- Manage renewals, endorsements, and audits using Applied Epic
- Collaborate with Sales Executives to onboard new business and identify growth opportunities
- Developed tailored insurance solutions based on client needs.
Field Supervisor
Trademark Restoration
Rockford
- Led field crews across residential and commercial restoration projects
- Ensured quality standards, safety compliance, and clear client communication
- Coordinated project schedules with team members and clients.
Sales Representative
Lechner
Mount Prospect
- Prospected and developed new commercial accounts
- Delivered tailored solutions through consultative selling
- Resolved customer concerns promptly to ensure satisfaction and loyalty.
Account Executive
Ascension at Home
Appleton
- Exceeded sales goals and earned President's Circle recognition
- Managed healthcare partner relationships supporting patient care transitions
- Assisted in onboarding new clients with comprehensive support materials.
- Created detailed reports on account activity and client interactions.
Car Sales Associate
Kolosso Toyota
Appleton
- Delivered consultative vehicle sales experiences with strong customer satisfaction
- Assisted customers in selecting vehicles that match their preferences and needs.
- Provided detailed information on vehicle specifications and financing options.
Education
Associate Degree - Criminal Justice
Bachelor of Science - Business Communication
University of Wisconsin, Whitewater
Whitewater, WISkills
- Commercial Insurance (P&C)
- Account Management
- B2B Sales
- Negotiation
- Applied Epic
- CRM Platforms
- Microsoft Office
- Client relationship management
- Business development and planning
Certification
Property & Casualty Producer License
Timeline
Client Manager
M3 Insurance
Field Supervisor
Trademark Restoration
Sales Representative
Lechner
Account Executive
Ascension at Home
Car Sales Associate
Kolosso Toyota
Associate Degree - Criminal Justice
Bachelor of Science - Business Communication
University of Wisconsin, Whitewater