Nancy Smith Email and Phone Number

Results oriented individual with experience in contract development of Stable Value products. Exceptionally organized and detail-oriented in managing complex research projects to enable business goals and support key initiatives related to financial services, marketing, sales, and new product development. Team player able to collaborate across departments and staff levels to ensure quality, on-time completion of deliverables. Extensive insurance industry background.

Provide outstanding service in support of more than 54 Defined Benefit Contribution Plans totaling $275 million in legacy assets. Partner with administrative and other support groups to ensure client satisfaction to complete wide range of services related to reporting, requests for benefits, fund reallocations, premium payments, and surrenders and requests for proposals. Partner with outside stake holders to successfully bring key initiatives to a close. Key Contributions:• Successfully negotiated repapering of $21 Million in legacy assets to MetLife Paper. • Successfully implemented the re-contracting of legacy business to Great-West, re-contracting efforts associated with the sale of MetLife’s Full Service Recordkeeping Business to Great-West. Efforts included moving 65 contracts from MetLife paper to Great-West prior to contract terminations afforded by amendments of contracts. Efforts resulted in exceeding service level agreement with customers and effectively protecting the MetLife brand.• Provide monthly snapshot of remaining legacy business and active contracts to determine candidates for MetLife products.• Key contributor in major effort to revamp the Harris Trust Disclosure among four separate lines of business.

Provide effective, efficient marketing support of stable-value financial products through timely, accurate, and creative research and financial reporting. Collaborate closely with appropriate departments and personnel to identify internal needs and to formulate strategies and approaches to meet / exceed desired business outcomes. Overall, responsible for 93 separate reports: 3 monthly performance reports, 40 quarterly separate account reports, 50 quarterly 3rd party administration sheets (TPA). Produce monthly and quarterly performance reports for 40 separate accounts and 50 3rd party sheets that include commentary and account returns data for use by sales personnel and portfolio managers for client communication and for facilitating business growth.Successfully automated stable-value and funding agreements reporting (quarterly reports and TPA sheets), from 15 to 6 days, and spearheaded the automation of 50 3rd party administration sheets to reduce turnaround time from 7 to 2 days. Played a key role in a major re-branding effort by consolidating reporting templates from 4 separate departments into 1 cohesive, efficient template. Performing efficient competitive intelligence analysis and providing recommendations on lucrative potential opportunities. In addition, produce quality control reports for 2 other product lines, generating 132 reports per year, and serve on the Corporate Benefit Funding team researching and supporting defined benefit pension plans. Develop reports focused on legislative actions, and product ad hoc reports as requested. Noteworthy achievements include repairing formally strained relationship between Sales department and Fund Level Reporting Department. Sales department regularly utilizes reports for generating RFPs and to assist in winning new and expanding existing sales opportunities. In addition, performed research on charitable annuities to assist Sales in strengthening presence in a potentially lucrative market.

Designed and developed a wide range of reports and analysis in support of an excess in 60 Bank-Owned Life Insurance and Corporate-Owned Life Insurance products valued at more than $1 Billion in assets. Reporting included a wide range of requirements, including, but not limited to, illustrations, death claims, fund reallocations, premium payments, and surrenders. Liaised closely with sales teams and other personnel to fulfill client requests and inquiries and to develop and distribute plan implementation packages. Served in a direct client-facing role for account performance reporting and support, and trained customers in the use of the Specialized Benefit Resources website. Troubleshot and resolved issues in a timely manner, and escalated as required to appropriate professional. Calculated and tracked returns, and provided investment managers with cash flow reports for monthly transactions. Personally implemented new clients on the Vantage system. Served as Project Lead migrating spreadsheet-based private placement contracts to Vantage, and assisted in successfully migrating over 4,000 general BOLI policies, ensuring full legal compliance and resolving technical issues as required to meet deadlines and business expectations. Achieved positive feedback from brokers, including broker requests to personally assist with BOLI stable value case support. In 2006, enjoyed status as sole Client Executive to take on new business.

Analyzed client needs and developed solutions to address both short and long-term investment and retirement goals. Responsible for prospecting new business, building relationships of trust, and ensuring top client satisfaction and loyalty through exceptional customer service. Presented and sold a wide range of products that included mortgages, home equity loans, investment products, as well as traditional commercial and personal banking products. Expanded existing sales while maintaining quotas for new business.