- Sharing travel tips, recommendations, and insights with fellow enthusiasts
- Food Tourism
- Crafting and DIY Projects
- Fundraising Events
- Enjoying the art of baking and pastry-making, experimenting with recipes
- Cooking
- Wine Tasting
- Volunteer Work
- I like trying new recipes and food trends
- Music
Misty Smith
White Settlement,TX
Summary
Motivated Private Client Sales Executive and Account Manager, driven to exceed goals and build long term relationships with clients. Facilitates positivity through high quality customer care and prompt resolution of complaints and issues. Passion for working with people. Quick learner with skills in interpersonal communication and conflict resolution.
Overview
36
36
years of professional experience
1
1
Certification
Work History
Digital Account Manager
Acrisure
11.2023 - Current
- Maintained a deep understanding of clients needs allowing for more insightful recommendations for cross-selling.
- Streamlined internal processes for improved efficiency in managing multiple client accounts simultaneously.
- Provided exceptional customer service during the entire account lifecycle leading to positive feedback from satisfied clients.
- Developed strong relationships with clients, fostering trust and open communication for better account management.
- Supported the onboarding process for new clients by gathering necessary information and coordinating with internal teams to set up accounts for success.
- Enhanced policyholder retention rates through effective communication, personalized account management, and prompt issue resolution.
- Implemented effective cross-selling strategies that resulted in additional product lines being added to existing accounts.
- Assisted in training new Virtual Assistant team members on company procedures, ensuring seamless integration into the account management department.
- Maintained detailed records of client interactions, policies, and transactions using EPIC software systems.
- Complied with established internal controls and policies.
Personal Lines & Life/Health Account Manager
Cordell & Company Insurance Agency
09.2021 - 11.2023
- Solicit and sell new business insurance
- Service current clients and cross sell new policies when needed
- Review client accounts to confirm adequate coverages
- Process all mid-tern and renewal endorsement requests
- Community with multiple carriers for updates on policy changes and procedures
Sales Assistant
Flooring Services
04.2019 - 09.2021
- Provide budget breakdowns for each new build to ensure adequate purchase order amounts
- Build and grow relationships with builders to improve customer service
- Create Excel spreadsheets based on house plan and package chosen to minimize errors and increase productivity
- Transfer selection information from builders and designers into PDR format for order department and installers
- Update builders on delays and/or backorders to allow rescheduling of additional trades
- Resolve builder issues effective
Private Client Sales Executive
CLA Insurance Group Inc
08.2017 - 02.2019
- Complete coverage application and obtain underwriting approval
- Sell auto, home and commercial business insurance products using consultative selling techniques
- Build client relationships
- Promote company and company values
- Service client accounts to propose new products or services and maximize revenue
- Process certificate of insurance requests
Executive Assistant
DFW Improved
03.2013 - 11.2016
- Screen calls and emails and initiate actions to respond or direct message
- Schedule meeting logistics for the owners, sales staff and project managers
- Maintain schedules for 20+ sales representatives
- Maintain schedule for all design room appointments and offsite designer appointments
- Schedule and plan all on-site and off-site events for monthly meetings, holiday gatherings and corporate events
- Utilize QuickBooks to produce monthly invoices, reports, proposals and other deliverables
Multiple Positions
Little Elm Independent School District
07.2001 - 04.2011
- Oversaw inventory and office supply purchases for entire campus
- Maintained detailed records of employee vacation, sick and personal time off
- Input all documents into the records management system
- Maintained student data records for 400+ students
Premium Auditor & Rate Clerk
State Farm Fire & Casualty Insurance
07.1989 - 08.2000
- Manually and electronically rated commercial insurance premiums
- Issued policies and endorsements for all commercial accounts
- Modified, updated and processed existing policies
- Reviewed and verified demographic data
- Calculated adjustments, premiums and refunds
- Calculated quotes and educated potential clients on insurance options
- Collected delinquent accounts by establishing payment arrangements
- Performed annual telephone audits, based on payroll or sales, for Workers Comp and General Liability policies
Education
High School -
Celina High School
Celina, Texas05.1989
No Degree -
Collin County Community College
McKinney, TxSkills
- Account Management
- AMS360 & EPIC
- Insurance Sales
- Customer Service
- Upselling
- Account analysis
- Policy management
- Client needs assessment
- Records management
Certification
- Property & Casualty - General Lines Insurance License
- Life, Health & Accident Insurance License
Hobbies and Interests
- Fundraising with the Chula Chasers 501(c)3 organization to raise money for MHMR of Tarrant County
- Baking
- Camping
Interests
Timeline
Digital Account Manager
Acrisure
11.2023 - Current
Personal Lines & Life/Health Account Manager
Cordell & Company Insurance Agency
09.2021 - 11.2023
Sales Assistant
Flooring Services
04.2019 - 09.2021
Private Client Sales Executive
CLA Insurance Group Inc
08.2017 - 02.2019
Executive Assistant
DFW Improved
03.2013 - 11.2016
Multiple Positions
Little Elm Independent School District
07.2001 - 04.2011
Premium Auditor & Rate Clerk
State Farm Fire & Casualty Insurance
07.1989 - 08.2000
High School -
Celina High School
No Degree -
Collin County Community College
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