Joel E. Smith Email & Phone Number

Kirkland, WA

• Initiate, develop and consult with prospects, clients, individuals, and companies across many industries to anticipate, quantify, understand and communicate the range of risks they face. I work with prospects/clients.
• Negotiate with multiple insurance carriers to provide comprehensive coverage, pricing and financing options for client/prospect proposals, while conforming with laws, regulations, and requirements governing the.
• Analyze client data and compile research results using spreadsheets, company databases, and other computer systems to develop client solutions.
• Write reports for prospect/client accounts, highlighting their risks to assist decision making.
• Analyze existing client/prospect programs, requirements and policies to formulate recommendations for customized risk solutions.
• Development of underwriting specifications and preparation of proposal presentations for existing and prospective clients.

Vancouver, Canada Area

Managed sales, revenue, profitability and retention growth. Recruited, trained, and supervised distribution channel of brokers, agents, and benefit consultants. Generated, promoted, and conducted product, administrative, and sales training seminars for clients and sales distribution channel. Worked with actuaries, risk managers, consultants, accountants.

Vancouver, Canada Area

Coordinated and directed new broker selection, contracting, training, and management of provincial sales channels.Worked with actuaries, underwriters, management, administrators, and brokers in all aspects of account acquisition, implementation, management, profitability, and retention.Directed the sales and marketing activities of sales support staff as.

Vancouver, Canada Area

Coordinated with The Vancouver Board of Trade executive and sales representatives to retain and expand the client base thru memeber benefits program seminars, memberships drives, clients meetings.Recruited, managed, and expanded a provincial broker network to promote and distribute proprietary insurance products and services.Developed and maintained CRM.

Vancouver, Canada Area

Worked with marketing director to analyze, create, promote and achieve sales and marketing activities for management, brokerage, agents, and tax accountantsProvided strategic sales expertise, marketing creativity and client awareness thru advanced sales presentationsConducted sales training modules imitated by management to increase sales, client.

Toronto, Canada Area

Calculated pension benefits entitlements for retirement, termination, disability, and death according to unionized labour contracts in adherence with provincial and federal regulations.Worked with large and complex union groups such as International Longshoreman's Association, United Food and Commercial Workers, Ontario Provincial Council of Carpenters.

Marketing & Sales Management Diploma, Sauder School Of Business, Honors With Graduating Award Distinction

Fast-track, proactive sales and marketing professionals and entrepreneurs from a wide range of industries and backgrounds (eg, Sales.

Education record

Education record