Danielle Smith Email & Phone Number

Spokane, Washington Area

Washington State

LICENSES & PROFESSIONAL DEVELOPMENTLife & Disability AgentLong Term Care AgentLife & Disability ProducerTeam Management TrainingSales Training from Mahan KhalsaLeadership Spokane GraduateAFFILIATIONS / BOARD REPRESENTATIONNational Association of Health Underwriters (NAHU)Greater Spokane Incorporated (GSI)Inland Northwest M.S. Board Member, 2008 –.

Spokane, Washington

• Premera Blue Cross, Spokane, WA 7/2013 – 2/2016 MANAGER, MEDICARE DIRECT SALES Lead a team of seven licensed agents responsible for all direct sales throughout WA state. Built the Medicare Advantage program from the.
• Successfully managed a team of 7 full time agents that exceeded company-set goals the three years the Medicare Program was handled internally at Premera.
• Clear, daily communication with senior leadership across the state on exactly how the program was performing; any identified issues or roadblocks were called out during my daily report-out.
• Worked closely with the Marketing and Compliance departments. My contributions have included: assistance with the development of standard reporting, building of policies and procedures in compliance with CMS and.
• Partnered with Large Group Director to develop unique ways we can use each other’s lines of business to assist one another.
• 2015 Platinum Club recipient.

• MANAGER – ACCOUNT MANAGEMENT: Lead team of 24 driving retention of all business with 50+ employees east of the cascades. Oversee combined book of business totaling 256 commercial large groups, trusts, chambers.
• Built powerful relationships with all clients, consistently earning highest satisfaction feedback vs. peers state wide.
• Increased efficiency and productivity by adopting Lean principles to streamline various processes.
• Drastically improved transition of new groups from sales to account management by introducing targeted implementation meetings to bring together all group-facing departments.
• Maintained constant communication with all brokers in community, proactively addressing any/all requests, questions, or problems.
• Formed comprehensive matrix containing pertinent data on all employer groups, and including de-tailed worksheets on renewal, rates, group contacts, broker contacts, and interactions.

Seattle, WA

• CONSULTANT: Advised clients on strategies for employee benefits, communications, and financials. Developed competitive benefits plans while conducting negotiations with insurance carriers. Drafted and analyzed clients’.
• Cultivated individual book of business with ~32K member lives and $99.4M+ annual premium.
• Ensured top-caliber service to client’s HR department when clarification of coverage or advocacy with claims issues were needed.
• Earned reputation for helpful, dynamic presentations on complex benefits packages during open en-rollment process.

Bellevue, WA

MARKETING ANALYST: Provided broker with in-depth assessment of insurance benefits/rates for clients and leads. Researched and negotiated rates, plan designs, benefits, and guarantees with insurance carriers. Drafted proposals by summarizing complex data into a logical format for presentations. Executed all administrative activities in support of assigned.

Tukwila, WA

BENEFIT SPECIALIST: Worked at Boeing HQ as onsite specialist on medical, dental, and vision plans. Generated timely, accurate replies to client staff questions and concerns. Provided preauthorization requirements and issued override numbers to members per plan guidelines.