Dylan Smith
Kansas City
Summary
Well-qualified financial systems leader offering demonstrated skill and success in managing internal accounting processes, improving controls and strengthening systems for optimal performance. Gifted in building and leading solid teams to handle high-volume operations with consistency, accuracy and full compliance with regulatory requirements.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Account Administrator
Lockton
09.2023 - 02.2025
- Responsible for implementing new client launches in Executive Benefits including carrier involvement, communications campaign, employee correspondence, implementing and adhering to a project timeline, communicating programs specific to client and information exchange(file transfers, enrollment systems, etc).
- Responsible for routine service, which includes the development and execution of service schedule, participation reporting (if relevant), and coordinating questions/initiatives with the client and carriers, conducts surveys.
- Met with clients alone or in conjunction with Account Executive or Unit Manager according to standardized client meeting schedules.
- Process licensing, life and disability insurance applications.
- Reviews agreements and/or documents such as employee booklets, carrier contracts, etc.
- Responsible for explaining new benefit offerings and communication strategies to existing clients.
- Develops prospective client proposals.
Sales Representative and Account Manager
Brady Crawford - State Farm Insurance Agent
08.2020 - 09.2023
- Managed a portfolio of insurance accounts for clients, including reviewing policies, advising on coverage, and identifying new products and services
- Developed relationships with customers via phone, email, and face-to-face meetings to understand their insurance needs and provide personalized solutions
- Processed insurance applications, answered customer inquiries, and provided policy explanations and interpretations
- Trained new employees up to company standard in multiple fields
- Regularly attended company and team meetings to maintain productivity and stay up to date on industry changes
Assistant Pro Shop Manager
Mission Hills Country Club
08.2018 - 08.2020
- Assisted in opening and closing the pro shop, scheduling employees, and managing work flow throughout the day
- Collaborated with club management and pro shop staff on inventory management, customer service, and golf operations
Education
Bachelor of Science - BS - Psychology
Rockhurst University
05-2021
High school or equivalent - undefined
Hayden High School
05.2017
Skills
- Client Care
- Leadership
- Adaptive Learning
- Problem Solving
- Trustworthy
- Accountable
Certification
- Property and Casualty, Business, Life and Health. Licensed to sell property and casualty, business, and both life and health insurance in Missouri and Kansas.
- Microsoft Excel Expert Certified, (Microsoft 365 Apps and Office 2019) 10+ years using Microsoft applications.
Affiliations
- Pi Kappa Alpha, Mental Health Chairman, 2020
- Delta Sigma Pi Business Fraternity, Member
References
Lockton:
Madeleine DeBoer
mdeboer@lockton.com
816-507-0105
State Farm:
Brady Crawford
brady.crawford.d3yj@statefarm.com
816-333-5853
Timeline
Account Administrator
Lockton
09.2023 - 02.2025
Sales Representative and Account Manager
Brady Crawford - State Farm Insurance Agent
08.2020 - 09.2023
Assistant Pro Shop Manager
Mission Hills Country Club
08.2018 - 08.2020
High school or equivalent - undefined
Hayden High School
Bachelor of Science - BS - Psychology
Rockhurst University
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