Derek E. Smith
North Attleboro,MA
Summary
Top producing Executive with over a 15 of experience in the banking and insurance industries. An exceptional leader, talented in management, coaching and relationship building. A dynamic communicator who consistently exceeds goals and company expectations. Life and Health Insurance Licenses in MA & RI.
Overview
17
17
years of professional experience
Work History
Vice President - Employee Benefits Consultant
World Insurance
07.2024 - Current
- Developed and implemented marketing strategies to drive health insurance sales.
- Provided exceptional customer service by responding quickly to inquiries, resolving issues, and anticipating client needs.
- Educated clients on various insurance products, enabling informed decisions regarding their coverage options.
- Maintained thorough knowledge of insurance regulations, staying up-to-date on changes that could impact clients or business operations.
- Generated referral business from satisfied customers who shared positive experiences with friends and colleagues.
- Developed strong relationships with insurance carriers, allowing for more efficient claim resolution processes.
- Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
Vice President - Business Development
Risk Strategies Company
10.2023 - 07.2024
- Enhanced company profitability by implementing strategic business plans and optimizing operational processes.
- Led cross-functional teams for the successful completion of major projects, resulting in increased efficiency and client satisfaction.
- Developed new revenue streams by identifying growth opportunities and forging strategic partnerships with key industry players.
- Spearheaded organizational restructuring initiatives, streamlining operations and reducing overhead costs.
- Analyzed market trends to design competitive benefits packages for various industries.
- Enhanced client relationships through consistent communication and providing timely solutions to their concerns.
Employee Benefits Consultant
USI Insurance
07.2020 - 10.2023
- Extremely knowledgeable of company insurance products and services to advise customers on appropriate choices.
- Utilized advanced sales skills to overcome objections, persuade clients to purchase policies and close deals.
- Identified and solicited sales prospects in agency databases.
- Worked to accommodate new and different insurance requests and explored new value opportunities to optimize insurance agency reputation.
Benefit Advisor
FBinsure
09.2018 - 07.2020
- Presented talks to human resources professionals and C-level executives about available services and benefits of different plans
- Developed and managed personal book of business
- Put together reports and trend models to advise clients on best plan options
- Built successful referral network of company representatives, third-party administrators and benefits providers
District Executive / Vice President
Santander Bank
01.2014 - 08.2018
- 2016 second-ranked District Executive in company by improving sales, service, and operations
- Recruited and hired qualified branch managers, measured adherence to customer contact and sales disciplines and expectations
- Maintained operational integrity and controls in all branches at all times
- Managed performance of branch managers by monitoring daily achievement of activity and sales objectives, coaching as needed
- Oversee, monitor and direct sales and service activities of branches. Meet all targets for customer services levels, sales productivity, specific goals and objectives, including branch revenue
- Working across business lines to achieve goals and implement programs
Regional Manager / Vice President
Citizens Bank
10.2008 - 04.2014
- 2010 Second-Ranked Regional Manager
- 2009 Recipient of Citizens Bank Outstanding Achievement Award
- Improved Southwest Region ranking from 30 to 2 from 2008 to 2010
- Improved Metro-West Region ranking from 32 to 7 in 2011
Education
MBA - Business
University of Phoenix
Durham, NHBachelor of Arts - Political Science, Justice Studies
University of New Hampshire, College of Liberal Arts
North Attleborough, MASkills
- Sales / Sales Management
- Strategic Planning
- Operational Excellence
- Change Management
- Service Excellence
- Self-motivated
- Strong verbal communication
- Team leadership
References
- References available upon request.
Timeline
Vice President - Employee Benefits Consultant
World Insurance
07.2024 - Current
Vice President - Business Development
Risk Strategies Company
10.2023 - 07.2024
Employee Benefits Consultant
USI Insurance
07.2020 - 10.2023
Benefit Advisor
FBinsure
09.2018 - 07.2020
District Executive / Vice President
Santander Bank
01.2014 - 08.2018
Regional Manager / Vice President
Citizens Bank
10.2008 - 04.2014
MBA - Business
University of Phoenix
Bachelor of Arts - Political Science, Justice Studies
University of New Hampshire, College of Liberal Arts
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