Kelly Morrison in

Kelly Morrison

Questioner · DISC type c
Vice President at Cal-Valley Insurance Services, Inc.
📍 Fresno, California, United States

Kelly Morrison is the Vice President of Cal-Valley Insurance, a second-generation family business she runs with her husband. With over 20 years of experience, she is a sales coach and risk advisor with a Business degree from Fresno State University. People describe her as outstanding in her field with great attention to detail.

Outside of work, Kelly is a self-described "Soccer Team Mom" and sports fanatic, particularly a huge Los Angeles Dodgers fan. She leads an active lifestyle with her two children, enjoying camping, paddle boarding, traveling, and maintaining a daily routine at Orangetheory Fitness.

She and her husband are continuing her fathers legacy by leading the family business together.

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Experience
15 Years
Current Role
Vice President
Job Level
Senior
Location
Fresno, California, United States
Personality Overview

How Kelly shows up

Not Easily Convinced
Value Seeker
Price-Sensitive

They generally do not appreciate an overfriendly approach and prefer to stay to-the-point. While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters. It is quite likely of them to ask for pricing or other concessions.

Priorities

Topics Kelly cares about

Family Business Legacy
She co-runs the second-generation family insurance business with her husband, taking pride in perpetuating her father's legacy.
Trucking Community
Her company has a stated focus on serving the trucking community, earning their trust and respect throughout California.
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Career

Work history

8-2003
Vice President
Cal-Valley Insurance Services, Inc.
9-2017 - 1-2019
National Advisory Council Member
Safeco Insurance
2018 CA Region Council President
Safeco Insurance
2017 CA Region Council Vice President
Safeco Insurance
Regional Council Member
Kemper
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
2003 - 2005
Bachelor's degree
California State University, Fresno
1998 - 2003
Marketing
California State University, Long Beach
Social presence
in
Behavioral profile

DISC profile (public)

c

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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