Di Smith, Cpia Email & Phone Number

Roswell, Ga, Us

1875 Old Alabama Rd #810, Roswell, Ga 30076

Operating Officer and Managing Partner at DM Insurance. Oversees daily agency operations, business development and staff management.

Alpharetta, Ga

Franchise Business Insurance Marketing Manager for Love, Douglas & Pope Franchise Department at PointeNorth Insurance Group.The LDPI Franchise Insurance Program is the preferred insurance vendor for a number of national franchise systems and is an active IFA Supplier Forum member. The National Franchise Programs Division specializes in niche franchise insurance products and solutions and partners with a variety of A-Rated insurance companies to tailor the right coverage for your business at the right price. As a marketing manager for the Franchise Systems department, coordinated insurance placement for franchise commercial accounts. Conducted risk assessments, evaluated insurance programs, and recommended insurance coverage. Sold commercial accounts and participated in the development, underwriting and marketing of such agency clients.

Alpharetta

Managed Personal Lines Department and additionally acted as a lead producer. Exceeded allassigned personal sales goals, including increasing company goal contracts and achieving a92% renewal retention rate. Developed and grew Personal Lines book of business to $3.5M bynetworking, cross-selling and referral techniques. Interviewed prospective clients to obtained data and determined coverage needs. Explained coverage features, advantages and disadvantages of various policies to promote sales and provided appropriate coverage recommendations. Provided extensive support and training to in-house and field producers. Trained all new hires on department products, agency procedures, sales strategies and marketing techniques. Worked closely with company partners and insurance brokers by developing and implementing new marketing plans for the agency. Coordinated insurance placement for small market commercial accounts. Conducted risk assessments, evaluated insurance programs, and recommended insurance coverage. Servicedsmall commercial accounts and participated in the development, underwriting and marketing ofsuch agency clients.Oversaw daily agency operations, assisted with agency accounting and book keeping includingclosing the books for the month and the year. Assisted with the agency's business developmentand personnel issues.