Marshall Smith Email & Phone Number

St Louis, Missouri, United States

• System administrator supporting 15 products. Responsible for vendor management, budgeting, contract negotiations, and training. Partners with business, client, leadership, technology, operations, project, and product stakeholders in a matrixed environment to develop software solutions for Medicare advantage payers, prospects, customers, and producers to increase revenue and efficiency. Leads escalated support team to work tickets from userbase. Conducts research and user testing.• Salesforce administrator for health plan sales and marketing. Identifies business needs and captures requirements for fixes and enhancements. Works with vendor partner and engineering team to refine solutions. Conducts user acceptance testing. Responsible for user creation and role administration. • Business owner for $1MM Salesforce implementation project. Partnered with Salesforce vendor developer and in-house engineering to migrate over 30,000 lead records into new system and build multiple data pipelines to bring disparate business data together inside Salesforce application. Managed project timelines, captured system requirements, and tested and trained new system. Created new reporting and data visualizations to support sales team.• Develops and implements software development roadmap. Conducts competitive research and analysis to determine new product ideas. Builds business cases and budget plans to gain approval and funding. Creates and manages project plans and dependencies. Captures requirements and writes agile stories. Engages technology designers, architects, developers, and product in an agile environment to execute multi-year strategy for feature development.

St. Louis County, Missouri, United States

• Collaborated across departments to develop and deliver a new producer portal for seven health plans. Generated revenue through increased sales, improved retention, and decreased administrative load.• Business owner for Producer Onboarding, a $1M company software initiative to build a system to certify 10,000 producers to sell Medicare Advantage. Increased contracted producers over 400% YOY and saved hundreds of manual support hours.• Developed and managed compliance and audit program.• Mentored three hires on system admin team.

Greater St. Louis

• Developed and managed over 600 brokers in MO and IL. Facilitated sales, certification, training, and events• Achieved 133% of enrollment production goal.• Recruited 80 producers and 15 agencies.• Created new marketing and seminar program adding 30+ community sales events.• Managed certification program and implemented three vendors for department.

Belleville, Il

• Developed agents and clients across 32-county region in southern Illinois. Managed office budget, staff, inventory, leads, and reporting. • Branch revenue grew 65% over YOY.• Grew staff from 5 to 30 and exceeded agent retention and production goals.

• Planned and delivered multi-day offsite training programs in 13 state territory. • Reduced training budget by 20% year over year and improved territory new agent retention YOY• Co-developed three new corporate training programs. • Taught online course for insurance continuing education for the American College.• Mentored three new trainers.

Philadelphia, Pennsylvania, United States

• Marketed and sold retirement products to senior citizens in homes and community events• Consistently exceeded sales targets and generated millions in premium revenue.• Managed 1000+ client book of business. • Recruited and developed 35 field agents as Unit Supervisor.