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Marshall Smith
Product And Systems Manager
St Louis,MO
Summary
Highly experienced leader with over 20 years in healthcare sales and technology. Skilled in building effective partnerships with cross-functional teams to deliver innovative solutions. Excellent communication, leadership, and relationship-building abilities. A strategic and compassionate leader, adept at driving vision, execution, and support for technology products.
Overview
21
21
years of professional experience
1
1
Certification
Work History
Principal Systems Administrator
Lumeris Healthcare Outcomes Inc, Lumeris
St. Louis, MO
01.2021 - Current
- System administrator supporting 15 products
- Responsible for vendor management, budgeting, contract negotiations, and training
- Partners with business, client, leadership, technology, operations, project, and product stakeholders in a matrixed environment to develop software solutions for Medicare advantage payers, prospects, customers, and producers to increase revenue and efficiency
- Leads escalated support team to work tickets
- Conducts research, reporting, analytics and user testing
- Salesforce administrator for health plan sales and marketing
- Identifies business needs and captures requirements for fixes and enhancements
- Works with vendor partner and engineering team to refine solutions
- Conducts user acceptance testing
- Responsible for user creation and role administration
- Business owner for $1MM Salesforce implementation project
- Managed project timelines, captured system requirements, and tested and trained new system
- Created new reporting and data visualizations to support sales team
- Develops and implements software development roadmap
- Conducts competitive research and analysis to determine new product ideas
- Builds business cases and budget plans to gain approval and funding
- Creates and manages project plans and dependencies
- Captures requirements and writes agile stories
- Engages technology designers, architects, developers, and product in an agile environment to execute multi-year strategy for feature development
- Released 8 products that generated significant revenue for clients and increased efficiency and regulatory standards.
Operations Systems Manager
Lumeris
St. Louis, MO
01.2018 - 01.2021
- Collaborated across departments to develop and deliver a new producer portal for 7 health plans
- Generated $9M in revenue through increased sales, improved retention and decreased administrative load
- Developed Producer Onboarding, a $1M company software initiative to build in-house sales certification system to certify 10,000 producers sell Medicare Advantage
- Integrated five new vendors to support certification application
- Increased contracted producers over 400% YOY and saved hundreds of manual support hours
- Created and managed compliance and audit program
- Mentored three hires on system admin team.
Broker Sales Manager
Lumeris
St. Louis, MO
- Managed insurance brokers selling Essence Healthcare Medicare advantage products
- Developed and managed over 600 brokers in MO and IL
- Achieved 133% of enrollment production goal
- Recruited 80 producers and 15 agencies
- Created new marketing and seminar program adding 30+ community sales events.
Field Development Manager
Bankers Life
St. Louis, MO
- Planned and delivered multi-day offsite training programs in 13 state territory
- Reduced training budget by 20% year over year and improved territory new agent retention YOY
- Co-developed three new corporate training programs and managed three full time employees
- Facilitated in-person and training online course for insurance continuing education.
Branch Sales Manager
Bankers Life & Casualty Co, Bankers Life
Belleville, IL
01.2014 - 01.2016
- Developed agents and clients across 32-county region in southern Illinois
- Managed office budget, staff, inventory, leads, and reporting
- Branch revenue grew 65% over YOY
- Grew staff from 600% and exceeded agent retention and production goals.
Insurance Agent
Bankers Life
Philadelphia, PA
01.2003 - 01.2014
- Effectively marketed and sold retirement insurance products in homes and community events
- Consistently exceeded sales targets and generated millions in premium revenue
- Managed 1000+ client book of business
- Recruited and developed 35 field agents.
Education
B.A. - Communications
University of Scranton
Scranton, PA Skills
Analyticsundefined
Software
CRM
Database Management
DocuSign
GSuite
JIRA
JSON
LMS
Microsoft Office, Excel, Outlook, Teams, Word, Vizio
Pendo
Salesforce Health, Service, Marketing, Sales Clouds
ServiceNow
Smartsheet
Tableau
Workfront
Certification
Life & Health Insurance Licensed
Timeline
Principal Systems Administrator
Lumeris Healthcare Outcomes Inc, Lumeris
01.2021 - Current
Operations Systems Manager
Lumeris
01.2018 - 01.2021
Branch Sales Manager
Bankers Life & Casualty Co, Bankers Life
01.2014 - 01.2016
Life & Health Insurance Licensed
08-2011
Insurance Agent
Bankers Life
01.2003 - 01.2014
Broker Sales Manager
Lumeris
Field Development Manager
Bankers Life
B.A. - Communications
University of Scranton
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