Robette Smith Email & Phone Number

Seattle, Washington, United States

• Maintained a solid book of business for existing and new clients for Commercial Lines, growing business base through collaborating with producers and implementing a range of networking, sales tactics, and.
• Managed teams ranging from 5 to 15 employees; coordinating weekly team meetings, monthly 1:1s, conversations with upper management, annual reviews, and salary increases; monitoring performance by setting clear goals to.
• Increased team productivity by streamlining team workflows and simplifying tasks to grow sales annually by $500k
• Provided proactive risk management advice, underwriting, and inspection reviews to clients; preemptively resolving client issues and presenting ways to minimize and avoid claims
• Reviewed state laws, including cancellation and non-renewal, within assigned territory to properly transact business within the state; processing policies through surplus lines state requirements along with compliance.

Lynnwood, Washington, United States

• Gathered all of the necessary information to evaluate the commercial insurance needs against available insurance products for each client, and negotiate the terms and conditions with key stakeholders
• Developed and presented risk management assessments to advise clients on ways to minimize and avoid claims
• Remained educated on all insurance coverage provisions, the overall insurance industry, regulations, and pertinent legislation to ensure customers understand their coverage terms and insurance services in the process

Kirkland, Washington, United States

• Educated customers on each type of insurance coverage, making recommendations based on their needs
• Evaluated current insurance policies and recommended additional coverage when needed
• Assisted clients with making coverage; using each contact with the client as an opportunity to review the whole account
• Prepared proposals and completed application in coordination with producers; submitting applications to eligible and appropriate carriers; obtaining client signatures on all applications;following up to ensure timely.