Ashlee Smith
Newman Lake
Summary
Dynamic professional with extensive experience in the insurance industry, excelling in client engagement and strategic planning. Proven track record in problem resolution and market analysis, driving client satisfaction and retention. Adept at leading teams and developing tailored solutions, fostering strong relationships to enhance business growth.
Overview
19
19
years of professional experience
1
1
Certification
Work History
Associate Client Executive
Marsh McLennan
Scottsdale
06.2025 - Current
- Managed client relationships to ensure satisfaction and retention.
- Collaborated with sales teams to develop tailored client solutions.
- Facilitated regular meetings to address client needs and concerns.
- Developed account strategies to maximize client engagement and growth.
- Resolved customer issues promptly and professionally.
- Analyzed market trends to inform client recommendations and actions.
- Presented new products and services to existing customers in order to enhance and build relationship.
- Developed client relationships through regular communication and meetings.
Senior Client Manager
Marsh McLennan Agency
Scottsdale
08.2023 - 06.2025
- Oversaw strategic and daily management of benefit accounts to optimize service delivery.
- Managed new business development to generate sales leads, negotiate pricing, and forecast revenue.
- Conducted enrollment meetings and education sessions for clients and employees.
- Participated in prospect meetings to identify potential opportunities.
- Provided creative, strategic, and technically accurate advice to clients.
- Maintained extensive knowledge of carriers and products to enhance client support.
- Reviewed vendor selections with clients to ensure optimal partnerships.
- Monitored legislative and regulatory changes, advising clients on necessary adjustments.
Account Manager
MJ Insurance
Phoenix
04.2021 - 06.2023
- Managed client relationships to foster loyalty and retention.
- Oversaw new business development, generating sales leads and negotiating client pricing.
- Collaborated with marketing and sales teams to create targeted campaigns and materials.
- Reviewed discrepancies, implementing solutions to enhance sales, reduce costs, and streamline processes.
Tier 1 Onboarding Specialist
UNUM
Portland
05.2019 - 03.2021
- Assisted UNUM with pandemic continuity coverage within the claim's organization for 3 months
- Consistently help train and showcase processes and procedures when necessary (e.g: sales school, Noida team, GAP training – Dental/Vision)
- Point of contact for Sales Reps, Brokers and Clients throughout policy implementation
- Communication with clear and concise expectations of the Onboarding process to Clients and Partners
- Consistent prioritization of work based on level of urgency
- Management of key deliverables, timelines, resources and expectations end-to-end for Partner implementation
- Maintain high productivity and quality of service during peak periods
- Quarterback of potential escalations from Sales Reps, Brokers or Clients during /after implementation
- Focus of building solid relationships with the Field, maintaining trust and accountability
- Active and original members of the Launch Unum council
- Mentors new team members as they come on board
- Continue to work with a mentor on self-development
Dental Vision Onboarding Specialist
UNUM
Portland
10.2017 - 05.2019
- Facilitated communication between clients, underwriters, and sales representatives regarding rates and approvals.
- Developed new procedures and efficiencies for Dental/Vision Organization processes.
- Served as a subject matter expert for Dental/Vision Team, assisting internal and external partners.
- Built strong relationships with field teams to maintain trust and accountability.
- Led assigned projects from conception to completion, ensuring timely delivery.
- Sustained Unum Organizations Business Continuity Plan by spearheading exercises and audits.
- Organized data and delivered results to the team while conducting required huddles.
- Established mentorship program for new Dental/Vision onboarding specialist with bi-weekly check-ins.
Administrative Assistant
UNUM
Portland
02.2016 - 10.2017
- Organized and managed calendars for two AVPs and two Directors.
- Coordinated travel arrangements for department, optimizing timing and cost.
- Planned departmental meetings on-site and off-site within budget constraints.
- Completed expense reports for AVPs and Directors in WorkDay, meeting compliance deadlines.
- Maintained inventory of department office supplies to ensure availability.
- Scheduled interviews and gathered necessary information for candidates.
- Facilitated onboarding for new hires, anticipating individual needs proactively.
- Processed work from home setup requests efficiently.
Financial Center Manager
Bank of America
Wells
01.2015 - 02.2016
- Served as personal and professional representative of Wells Financial Center.
- Prioritized daily tasks for staff to enhance operational efficiency.
- Anticipated client needs to provide warm, welcoming experiences.
- Managed a team of 4, overseeing timesheets, scheduling, assignments, training, and performance accountability.
- Reported weekly to Region Market Sales Manager on financial center metrics.
- Traveled to various financial centers to support staffing requirements.
- Executed 'one team sales' approach to meet comprehensive client financial needs.
- Led branch operations from lobby by greeting clients and directing them appropriately.
Assistant Store Manager
TD Bank
Biddeford
06.2013 - 12.2014
- Managed daily store operations in alignment with company policies and objectives.
- Ensured Teller Operations standards met company policy, including vault management and settlement competency.
- Assisted in managing monthly audits to uphold integrity of Store Operations through self-audits.
- Coached and motivated team members to achieve desired sales results consistently.
- Mentored team members in identifying sales opportunities, connecting customers to appropriate resources.
- Served as Store Escalation Manager for resolving customer inquiries, enhancing satisfaction and loyalty.
- Executed established CWI initiatives, monitored performance, and addressed customer issues effectively.
- Facilitated weekly coaching sessions focused on constructive feedback to promote employee development.
Assistant Branch Manager
Gorham Savings Bank
Gorham
06.2007 - 06.2013
- Facilitated weekly one-on-one coaching sessions to promote employee growth and success.
- Coordinated three-month performance reviews, authoring evaluations and collaborating with Senior Business Officer.
- Assisted with annual staff reviews by tracking accomplishments and developing actionable plans.
- Executed corrective actions for staff, issuing verbal and written warnings for violations and attendance issues.
- Trained new employees, ensuring consistency and accuracy to minimize errors in Teller Proof processes.
- Reviewed and approved legal documents on behalf of the branch, including POA and trust documents.
Education
Bachelors of Arts - Business Administration
Barry University
Miami, FLSkills
- Microsoft Office Suite
- Problem resolution
- Team collaboration
- Customer engagement
- Market analysis
- Leadership
- Operations management
- Effective communication
- Marketing strategies
- Client engagement
- Multitasking abilities
- Talent development
- Strategic planning
Certification
- Certified Consumer Lender - NMLS, Certified - Courses: Principles of Banking/Law & Banking
- UNUM Mentor Program, 2019
- Completed Unum Leadership Academy, 2019
- Diversity Equity and Inclusion Training, 2022
Additional Information - Licenses
Accident, Health, Sickness, and Life Insurance Producer License, Active, #19923955
Timeline
Associate Client Executive
Marsh McLennan
06.2025 - Current
Senior Client Manager
Marsh McLennan Agency
08.2023 - 06.2025
Account Manager
MJ Insurance
04.2021 - 06.2023
Tier 1 Onboarding Specialist
UNUM
05.2019 - 03.2021
Dental Vision Onboarding Specialist
UNUM
10.2017 - 05.2019
Administrative Assistant
UNUM
02.2016 - 10.2017
Financial Center Manager
Bank of America
01.2015 - 02.2016
Assistant Store Manager
TD Bank
06.2013 - 12.2014
Assistant Branch Manager
Gorham Savings Bank
06.2007 - 06.2013
Bachelors of Arts - Business Administration
Barry University