Liz Smith

• Built and strengthened relationships with new and existing accounts to drive revenue growth.
• Responsible for overall retention of accounts
• Keep producer informed of all important information relative to client
• Critically analyze and compare insurance plans to determine suitability
• Responsible for strategic planning of clients, including designing benefit program based on client objectives
• Gathered data to prepare and review RFP's
• Ensure all 5500's are filed properly and timely
• Provide outstanding day to day service to clients
• Review contracts line by line, for accuracy Ensure client is compliant with State and Federal regulations
• Resolved issues promptly to drive satisfaction and enhance customer service.
• Collaborated with internal teams to develop account strategy.
• Strengthened customer relationships with proactive and collaborative approach to managing needs.
• Gained understanding of goals, objectives and processes to meet client business needs.
• Stayed up-to-date on emerging industry and product standards and trends to revitalize accounts.
• Met and exceeded service level goals to achieve standards and expectations.
• Cross-sold products and services to clients to secure additional business and grow revenue streams.
• Serviced accounts and proposed new products and services to maximize revenue.
• Employed proactive and collaborative approaches to strengthen relationships and manage customer needs.
• Distributed marketing materials to existing and prospective clients to promote products and services.
• Prepared additional quotes for current clients to upsell products and services.
• Trained clients on product features and updates to secure buy-in.
• Built relationships with customers and community to promote long term business growth.
• Contributed to team objectives in fast-paced environment.
• Served customers with knowledgeable, friendly support at every stage of shopping and purchasing.
• Selected correct products based on customer needs, product specifications and applicable regulations.
• Recorded accurate and efficient records in customer database.

A locally based insurance agency in Folsom owned and operated by Elizabeth Smith. Manage client insurance needs, provided advice recommendations. Responsible for overall retention of accounts. Customarily and regularly exercise discretion and independent judgement. Responsible for strategic planning of clients business, including designing benefit program based on client objectives. Acquire an understanding of the clients business, insurance objectives and every detail of their benefit program. Critically analyze and compare insurance plans to determine suitability. Ability to gather data, prepare and review RFP’s and presentations.

Organize meetings with new and established clients and perform sales presentations that provide clients with information about the insurance industry. Follow up with owners to answer questions and resolve concerns. Directed insurance product marketing and analyzed benefit costs. Created employee benefit brochures that summarized group benefits and outlined employee costs. Conducted employee benefit meetings and presentations. Processed all new hire and termination requests personally for each client. Solely managed over 250 accounts. Entertained owners by hosting lunches. Generate referrals and build personal relationships with each client.

A small insurance services firm in the Sacramento area. Performed sales presentations and conducted benefit meetings for employer groups. Followed up with clients to answer questions and generate referrals. Conducted open enrollment meetings to re-educate employees. Provided support to clients claims, billing and enrollment issues. Provided quality customer service to all clients.