Douglas Smith Email & Phone Number

Steamboat Springs, Colorado, United States

Summit County, Colorado, United States

Westminster, Colorado, United States

• Maintained 100+ client relationships and management effectiveness for strategic consulting by maximizing business plans, developing sales strategies and improving B2B transactions while maintaining Salesforce database.
• Introduced problem-solving tactics to eliminate enrollment and claims issues and increase product quality through market research, product evaluations, and customer satisfaction surveys.
• Achieved new accounts and account renewals by drafting and presenting pricing and benefit schedules, as well as proposals, for health, ancillary and worksite insurance products.

Greater Denver Area

• Built $100K+ consulting services while advising 100+ individuals and 50+ small to mid-market employers on insurance and benefits, utilizing local business journals, chamber of commerce, referrals, and networking in.
• Improved benefit quality control and assurance by creating pricing and proposal structures, as well as reviewing projects following completion to confirm accuracy and completion. In addition, drafted account pricing.
• Optimized communication strategies by utilizing project management structures for marketing and cold calling, as well as organizing on-site presentations to match product offerings with client needs.

Greater Denver Area

• Grew client base to 150+ in competitive marketplace by increasing product sales, improving proposal development, and expanding RFP analysis.
• Achieved effective product cross-selling and client retention through continued development of insurance product knowledge with the addition of group benefits.

Developed extensive knowledge of insurance/investment products. Created and maintained 100+ client base.