Team Lead / Account Executive
CurrentI am grateful for USI giving me this opportunity. I am excited to start my new role and great things to happen!
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@usi.com
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Barbara Smith is listed as Team Lead/ Account Executive at USI Insurance Services at USI Insurance Services, based in Martinez, California, United States. AeroLeads shows a work email signal at usi.com and a matched LinkedIn profile for Barbara Smith.
Barbara Smith previously worked as Team Lead / Account Executive at Usi Insurance Services and Account Executive at Usi Insurance Services. Barbara Smith holds General Education, Clinical Child Psychology from Diablo Valley College.
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Experienced Account Executive and Client Services Manager with a demonstrated history of working in the insurance industry. Skilled in Open Enrollment, Customer Relationship Management (CRM), Reinsurance, Health Insurance, and Term Life Insurance. Strong business development professional graduated from IEA. Have California Life and Health Insurance License.
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Valhalla, NY, US
I am grateful for USI giving me this opportunity. I am excited to start my new role and great things to happen!
Maintain relationships with key accounts to ensure client satisfaction on the Benefit Admin SystemGrow revenue with Clients with addition of new groups and services.Respond to and coordinate resolution of day to day items that are brought up by partner/ key account, such as clarifications on service, and issues.Facilitates preparation of Open enrollment in.
Serves as the primary back up for the Executive Account Manager Facilitate marketing client and prospect benefit offerings to multiple carriersSelf Funded Account’s from 400 to 15,000 employee’sPrepare renewal presentation with Producer or Executive Account ManagerImplement large group online group benefits system Create and formulate plan and rate.
Walnut Creek, CA, US
Worked on a team consisting of one Producer, an Executive Account Manager, and an Account Manager responsible for servicing approximately 30 large group clients which represented $850,000+ in commissioned revenue to the department. Primary responsibilities included:Marketing of all health and welfare benefits and services (i.e., medical, dental, vision.
GB
Re-Insurance Company (Bought our by Catlin)Supported experienced property underwriters, clearing submissions, quotes and declining risks, creating binders, certificates and endorsements with accuracy Learned all underwriting techniques, filing and had responsibility for office equipment and handling of all mail
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Justin Rodriguez, Cpa
Colleague at Usi Insurance Services
Miami, Florida, United States, United States
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Eugene Stone
Colleague at Usi Insurance Services
Killingworth, Connecticut, United States, United States
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Tamia Pinkney
Colleague at Usi Insurance Services
Riverside, California, United States, United States
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Nick Sparachane
Colleague at Usi Insurance Services
United States, United States
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Brian Adams
Colleague at Usi Insurance Services
Fort Lauderdale, Florida, United States, United States
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Simone Delahoussaye
Colleague at Usi Insurance Services
Dallas-Fort Worth Metroplex, United States
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Sam Marten
Colleague at Usi Insurance Services
New Richmond, Wisconsin, United States, United States
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Diego Aviles
Colleague at Usi Insurance Services
Tucson, Arizona, United States, United States
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Steven Healy
Colleague at Usi Insurance Services
Albany, New York, United States, United States
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Lori Joachim
Colleague at Usi Insurance Services
Green Bay, Wisconsin, United States, United States
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Barbara Smith works for USI Insurance Services.
Barbara Smith is listed as Team Lead/ Account Executive at USI Insurance Services at USI Insurance Services.
AeroLeads has found 1 work email signal at @usi.com for Barbara Smith at USI Insurance Services.
Barbara Smith is based in Martinez, California, United States while working with USI Insurance Services.
Barbara Smith has worked for Usi Insurance Services, Hanna Global Solutions, Heffernan Insurance Brokers, and Wellington Underwriting.
Barbara Smith's colleagues at USI Insurance Services include Justin Rodriguez, Cpa, Eugene Stone, Tamia Pinkney, Nick Sparachane, and Brian Adams.
You can use AeroLeads to view verified contact signals for Barbara Smith at USI Insurance Services, including work email, phone, and LinkedIn data when available.
Barbara Smith holds General Education, Clinical Child Psychology from Diablo Valley College.
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