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 of all sizes to define, design and deliver innovative solutions for their insurance and financial risks. I conduct risk management assessments to identify solutions and placement strategies to address corporate and individual needs. • 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 insurance industry. • 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. • Project manage the day-to-day lead on prospect/client engagements, including managing overall service delivery, strategy, financial evaluations, procurement, implementations, administration, and ongoing monitoring. • Provide administrative and operational support to client decision makers, managers, information technology, and administrators. • Incorporate compliance and professional standards into all work processes, client interactions, and industry practices. • Keep clients informed of major developments within the risk management industry, including governance and compliance issues.

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, underwriters and human resources to assess, develop, price, present and implement product/service solutions to mitigate or eliminate financial risk.

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 well as their career goals and performance reviews.

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 system to manage and track sales distribution channels, create lead generation lists and follow-up sales proposals.Identified target markets, initiated contact with prospects/clients, developed proposals, and forged account relationships. Created and directed targeted promotions, projects, tradeshows and special events to meet revenue targets, improve account penetration and retention.

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 retention, and fulfill continuing education requirementsResponsible for deployment, administration and maintenance of computerized sales force equipment, systems, upgrades, and CRM softwareComputer trainer for branch office of 60 people including management, staff agents, brokers, and their employees

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, and Teamsters Local 419 among othersProvided financial counseling to union members and their families. Responded to their inquiries as well as inquiries by trustees, plan advisers, financial consultants and lawyers in writing or by telephone.Worked with industry specialists such as Provincial and Federal Regulators, Actuaries and Custodians to facilitate the administration of pension funds.Worked on administrative special projects to identify, collate and deliver inactive union member benefits to improve fund administration.

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