Rebecca Smallwood
Boiling Springs,SC
Summary
Dynamic professional with extensive expertise in client relations, negotiation, and market analysis, consistently driving high-impact results through effective team collaboration. Proven adaptability in navigating complex challenges, complemented by strong skills in financial planning, risk management, and regulatory compliance. Recognized for reliability and flexibility, thriving in fast-paced environments while maintaining a focus on strategic objectives. Committed to leveraging analytical insights to enhance operational efficiency and foster lasting client partnerships.
Overview
25
25
years of professional experience
1
1
Certification
Work History
Broker Strategist
EVCO Insurance Services, Inc.
10.2023 - Current
- Responsible for client retention and managing the renewal of existing plans.
- Quote and present new business quotes to potential clients.
- Meet with clients to go over renewal and/or new plan offerings.
- Assist with cross selling.
- Conduct enrollment meetings and prepare enrollment packets for employees.
- Set up clients open enrollments in our online enrollment platform.
- Send out payroll deduction reports to clients once open enrollment has closed.
Senior Client Manager
Marsh & McLennan Agency
01.2014 - 10.2023
- Oversee ongoing client service activities for a book of business with clients that range in size from 50 to 500 lives.
- Responsible for client retention and managing the renewal of existing plans.
- Meet with clients to go over renewal and/or new plan offerings.
- Manage a large group of Trust clients.
- Serve as a leader to Client Service team members.
- Assist with cross selling.
- Conduct enrollment meetings and prepare enrollment packets for employees.
- Assist employers and employees with their insurance issues by phone or in-person visits.
- Assist employees with training needs and new product updates.
Small Group Department Manager
Winton Ireland, Strom & Green
01.2013 - 01.2014
- Supervised and managed 2 employees in the Small Group Benefits department.
- Assisted employees with training needs and new product updates.
- Rated and quoted new and renewal business for small and large groups that ranged in size from 2 to 150 lives.
- Bound coverage and confirmed with client.
- Prepared and supervised preparation of proposals for new and renewal clients.
- Handled billing which included the figuring of premiums on a quotation or as requested by employer.
- Reviewed and processed all applications, renewal requests, policies, endorsements, and audits for accuracy.
- Assisted in cross selling and account rounding.
- Conduct Enrollment meetings.
- Prepared enrollment packets to employees.
- Assisted employers and employees with their insurance issues by phone or in-person visits.
Benefits Account Manager
Winton Ireland, Strom & Green
01.2010 - 01.2013
- Supervised and managed 2 employees in the Small Group Benefits department.
- Assisted employees with training needs and new product updates.
- Rated and quoted new and renewal business for small and large groups that ranged in size from 2 to 150 lives.
- Bound coverage and confirmed with client.
- Prepared and supervised preparation of proposals for new and renewal clients.
- Handled billing which included the figuring of premiums on a quotation or as requested by employer.
- Reviewed and processed all applications, renewal requests, policies, endorsements, and audits for accuracy.
- Assisted in cross selling and account rounding.
- Conduct Enrollment meetings.
- Prepared enrollment packets to employees.
- Assisted employers and employees with their insurance issues by phone or in-person visits.
Account Manager / IT
Robert Hicks Insurance Services
12.2001 - 12.2009
- Rated and quoted new and renewal business for small and large groups for clients that ranged in size from 2 to 550 lives.
- Assisted individuals with selecting and enrolling on an individual medical/dental/vision policy.
- Bound coverage and confirmed with client.
- Prepared all proposals for new and renewal clients.
- Handled billing which included the figuring of premiums on a quotation or as requested by employer.
- Reviewed and processed all applications, renewal requests, policies, endorsements, and audits for accuracy.
- Assisted employers and employees with their insurance issues by phone or in-person visits.
- Visited employers monthly to go over any insurance updates or issues.
- Monitoring past due accounts and contacting insured and/or carrier as needed.
- Created and maintained customer database in Microsoft Access.
- Tracked all commissions in Microsoft Access database to ensure accuracy from carriers.
- Recorded all group activity in Act 2006 database.
- Responsible for troubleshooting and providing upkeep of entire office software, networking (peer-to-peer wireless network), security, and file backups.
Customer Service Representative
Total Access Benefits
03.2000 - 12.2001
- Responsible for quoting group and individual insurance for all potential and current clients.
- Maintained a database of all existing customers/clients.
- Kept up-to-date on customer’s yearly renewals.
- Created proposals for all new and current clients.
- Assisted employers/employees with their insurance enrollments, claims, and benefits.
- Trained all new employees on all software programs as needed.
- Responsible for troubleshooting and maintaining network and software.
Education
High School Diploma -
East Union High School
Manteca, CA06-1990
Skills
- Experienced in Microsoft Office (Excel, Outlook, PowerPoint, Word)
- Marketing strategies
- Markets research
- Business relationship building
- Business growth
- Portfolio management
- Client relations
- Account management
Certification
Current Non-Resident California Accident & Health License, #0G15729 and Resident South Carolina Accident & Health License, #10884119
Timeline
Broker Strategist
EVCO Insurance Services, Inc.
10.2023 - Current
Senior Client Manager
Marsh & McLennan Agency
01.2014 - 10.2023
Small Group Department Manager
Winton Ireland, Strom & Green
01.2013 - 01.2014
Benefits Account Manager
Winton Ireland, Strom & Green
01.2010 - 01.2013
Account Manager / IT
Robert Hicks Insurance Services
12.2001 - 12.2009
Customer Service Representative
Total Access Benefits
03.2000 - 12.2001
High School Diploma -
East Union High School
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