Marti Smith Email & Phone Number

Walnut Creek, California, Us

Rolling Meadows, Il, Us

Global, Us

• Responsible for the development and acquiring of new business revenue from new and existing clients and prospects, while advising clients on strategy, industry trends and new products and services.• Follow a set business plan, including market strategies, and financial targets to develop new business and relationships, and assure customer retention and satisfaction.• Identify target Affinity groups and make initial contacts; develop relationships with decision-makers in driving sales.• Evaluate the effectiveness of business development efforts and make appropriate adjustments to ensure continuous growth in revenue production.• Manage client relationships and oversee service delivery throughout the life and engagement with clients.• Develop and maintain knowledge of relative property and casualty, employee benefits, and other insurance products and services through networking and professional development activities.

London, England, Gb

• Managed overall operational leadership of the Greenville, SC client service team, assuring the achievement of goals and strategies toward the profitable growth of the practice.• Responsible for increasing revenue on existing clients as well as new business development opportunities through direct, cross-selling, and RFP invitation.• Instrumental in leading client relationship/engagement, including health & welfare strategy, cost reduction evaluations, financial projections/budget advisory, insured and self-insured funding strategy, business placement/implementation, change management strategy, and wellness program viability.• Directed team of consultants on client accounts, overseeing development of client deliverables, managing overall timelines, and interfacing with client senior management.• Built a productive and knowledgeable service team by setting operational standards, providing staff support and assigning appropriate team resources and keeping staff informed of key issues.

• Responsible for management, growth and retention of all current clients and partnered with stake holders to ensure optimal client satisfaction.• Efficiently and accurately planned, developed and managed projects, programs and lines coverage while managing all carrier and vendor relationships.• Developed new business and market share, improved sales with increasing consumer demands, and consistently delivered renewal solutions.• Built group benefits book of business resulting in 22 group benefits clients generating $1.4M per year.• Worked with multiple third-party administrators to implement sophisticated client programs.• Directed agency initiatives to broaden knowledge base and understanding of group benefits and informed and educated clients and prospects with regards to legislative compliance.• Led technology products rollout to new and existing clients to drive retention.