Jamie Smith

Reviewed DA and FA estimates for accuracy.

Verified estimates were within carrier guidelines for scope and pricing.

Worked with contractors on determining appropriate scope of repairs.

• Negotiated favorable settlements with claimants, attorneys, and other insurance carriers to minimize financial risk for the company.
• Examined claims forms and other records to determine insurance coverage.
• Verified insurance claims and determined fair amount for settlement.
• Maintained compliance with state regulatory requirements through meticulous documentation and adherence to company policies.

• Negotiated favorable settlements with claimants, attorneys, and other insurance carriers to minimize financial risk for the company.
• Examined claims forms and other records to determine insurance coverage.
• Verified insurance claims and determined fair amount for settlement.
• Maintained compliance with state regulatory requirements through meticulous documentation and adherence to company policies.

• Co-Founded agency
• Oversees all aspects of agency operations and performance
• Delivers effective, informative financial presentations in effort to build lucrative client base and improve clients' financial well-being
• Conducts risk assessments to identify and control financial, environmental and safety risks to reduce costs to organization and clients
• Analyzes financial information to forecast business, industry and economic factors to provide informed recommendations to clients
• Evaluated current insurance portfolios for prospective clients and counseled them on ways to strengthen their coverage
• Analyzed sales volume, retention and loss ratio trends to identify areas for improvement
• Developed marketing plans to assist in growing business opportunities
• Analyzed operational performance to identify pain points and provided actionable solutions to management
• Evaluated leads obtained through direct referrals, lead databases and cold calling
• Identified and solicited sales prospects in agency databases
• Calculated quotes and educated potential clients on insurance options
• Finalized sales and collected necessary deposits
• Provided service to existing policy holders on both personal and commercial accounts
• Reviewed financial status and evaluated discrepancies by assessing account information and activities
• Drove branch growth and profitability, building credibility, developing relationships and increasing visibility within community and industry
• Evaluated member's creditworthiness for new services
• Evaluated historical, current and forecast data to determine opportunities for development and enhancement
• Verified accuracy of accounting disbursements such as payroll and vendor payments.

• Increased revenue by cultivating and securing new accounts while providing value-added services to existing clients
• Maximized profit opportunities by effectively managing time and resources to meet sales objectives
• Enhanced market penetration by conducting thorough competitive analysis and customer satisfaction surveys to identify entry points and requirements
• Cultivated long-term relationships with clients to accurately quote pricing and terms that achieve customer objectives
• Managed scheduling for staff, monitoring resource allocation to provide optimal coverage and service
• Reviewed and suggested improvements for diverse range of documentation, including interoffice correspondence, reports and presentations.