Cory Smith Email & Phone Number

Oversees, advises, and manages an enterprise group of clients based on vertical, product, and ARR segmentation· Maintains effective and consistent communication both internally and externally to ensure clients extract value from Relias solutions· Presents strategic business reviews for client leadership, client system owners, and administrative users· Hosts platform training sessions for clients on unique platform setups, as needed; works with Project Coordinators to enroll clients in training sessions for standard platform configurations· Engages and collaborates with Relias Account Manager to ensure client retention and growth; develops strategic account plans as a team· Identifies additional business opportunities based on client activities and needs aligning with the strategic account plan, as well as client advocacy opportunities for clients who are champions of Relias· Strategically supports the client ongoing, coaching on how to use the Relias platform in the most effective and efficient manner to help them achieve successful metrics and desired outcomes· Advises client on additional solutions or services based on the strategic account plan, as well as ongoing needs at the client (Advisor-level). Advises on staging of solution/service rollout based on knowledge of the client.· Effectively manages/leads client expectations, handles crucial conversations, manages conflict with professionalism, and strives to maintain a positive client perception working with other departments to resolve issues/improve processes· Escalates to appropriate leaders both internally and within client organizations, as necessary· Represents the voice of the client internally to support product roadmap and sales process· Works collaboratively with clients to identify and develop a 2-3 year vision for future state of their learning and development program based on Relias’ platform and services.

Durham, Nc, United States

- Process client website content and translate it into conversational bot messages - Perform weekly maintenance on chatbot inquires that did not yield a response - Write SQL queries and Ivy Markup Language statements to perform data queries and produce dynamic responses - Engage with clients in the implementation process through email and video conference meetings - Create documentation for call scripts, internal processes and client information - Implement client SMS Campaigns to help improve applicant response rates- Propose solutions after identifying inefficiencies with chatbot implementation process - Facilitate discussions and help organize work activities as a part of the Culture Committee

- Investigates, evaluates and settles complex commercial and personal line claims - Effectively manages a high volume of calls and email correspondence- Insurance verification and reimbursement compliance - Monitor defense counsel budgets in order to mitigate overall claims cost - Develop plan of actions that operate within the best claims practice guidelines - Evaluate the overall value of the claim to ensure fair settlement outcomes - Attend mediations in attempts to achieve pre-trial resolutions - Negotiate settlements with claimants, attorneys, medical providers and vendors - Review files for quality and compliance adherence

Raleigh-Durham, North Carolina Area

- Managed a portfolio of 400 default loans- Safeguarded that state, federal and local guidelines are met- Maintained a monthly quality audit score of 98.22%- generated weekly Excel reports to maximize daily production outcomes- Made critical decisions that limit the reputational risk of the organization- Ensured that critical timeline events are made on or before schedule- Facilitate monthly status calls with investors and attorneys

Rtp, Nc

- Made initial contact with lenders on behalf of the servicer during the loan transfer process- Provided accounts status and made loan modification, retention and liquidation recommendations - Collect and process payments- Maintained a professional demeanor during intense and emotional interactions with the borrower.