CRISTIN SMITH
OVERLAND PARK,KS
Summary
Ambitious life and health agent with a track record of exceeding goals. Strong product knowledge in ancillary health benefits including life, disability, dental, vision, critical care, accident and hospital indemnity. Polished professional offering outstanding sales, interpersonal and organizational skills.
Overview
19
19
years of professional experience
1
1
Certification
Work History
Renewal Executive
Mutual Of Omaha
Kansas City, MO
05.2023 - Current
- Manage a $68M block of ancillary health renewal business
- Travel throughout territory in Kansas, western Missouri, Iowa and Arkansas to develop relationships with brokers; previously covered Nebraska as well
- Identify pricing strategies, re-enrollment strategies to increase participation, and opportunities for additional lines of coverage
- Analyze competitive market data and make plan design and pricing recommendations to retain business
- Partner with internal partners to solve complex service issues and provide top notch service to accounts
- Exceed goals and rank in the top 10% of Renewal Executives nationwide for retention, rate increases and add-on lines
National Account Manager
Waddell and Reed Financial
Overland Park, KS
01.2010 - 04.2012
- Obtained Series 7 license to manage national accounts for Ivy Funds third-party distribution
- Managed key relationships in retirement, life insurance/variable annuity and broker-dealer channels with a focus on business development
- Collaborated internally on complex service issues, contract negotiations and marketing campaigns
- Served as key contact for a $1B separate account with a life insurance company
- Partnered with external wholesalers to promote products and provide education to financial advisors
EMPLOYMENT MANAGER
Waddell and Reed Financial
Overland Park, KS
05.2005 - 12.2010
- Managed and developed a team of recruiters
- Conducted national searches for executive positions and wholesalers
- Analyzed hiring statistics and strategically adjusted resources
- Significantly reduced search firm fees by creating pipelines of talent
- Created promotional employee benefit materials for prospective hires
- Explained employee benefits and assisted with annual enrollment
Education
BACHELOR OF SCIENCE - EDUCATIONAL AND COUNSELING PSYCHOLOGY
University of Missouri
Columbia, MOCertification
- Kansas Accident and Health or Sickness Insurance, March 2023
- Kansas Life Insurance, March 2023
Timeline
Renewal Executive
Mutual Of Omaha
05.2023 - Current
National Account Manager
Waddell and Reed Financial
01.2010 - 04.2012
EMPLOYMENT MANAGER
Waddell and Reed Financial
05.2005 - 12.2010
BACHELOR OF SCIENCE - EDUCATIONAL AND COUNSELING PSYCHOLOGY
University of Missouri
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