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Tara Smith Email & Phone Number
Concierge Case Manager
at
LifeEase Business Insurance Solutions
LinkedIn matched
✓ Verified July 2026
3 data sources
Profile completeness 100%
Current company
Role
Concierge Case Manager
Location
Jacksonville, Florida, United States
Company size
Who is Tara Smith? Overview
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Quick answer
Tara Smith is listed as Concierge Case Manager at LifeEase Business Insurance Solutions, a with 4 employees, based in Jacksonville, Florida, United States. AeroLeads shows a matched LinkedIn profile for Tara Smith.
Tara Smith previously worked as Business Owner at Sweet T'S Rustic Designs and Assistant Facility Director at Trinity Fitness. Tara Smith holds Bachelor Of Business Administration (B.B.A.), Business Administration And Management, General from University Of North Florida - College Of Business Administration.
Company email context
Email format at LifeEase Business Insurance Solutions
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LifeEase Business Insurance Solutions
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Profile bio
About Tara Smith
Current Experience: The owner of a small business that specializes in handcrafting rustic/wooden decor perfect for creating warm and inviting spaces within your home, custom pieces for your special event, or that unique gift. I bring my corporate America experience into my small business by constantly innovating and looking for new ways to improve efficiencies within crafting our products. I also work to build lasting relationships with local small businesses as well as with my clients.Previous Experience: Worked for 12 years within the retirement industry specializing in assisting my corporate clients with administering the retirement plans within the company. This included site navigation, detailed demographic reporting, understanding IRS rules and regs, payroll reporting and testing, and navigating compliance items such as audits, non-discrimination testing, and Form 5500 filings.Series 7 License (lapsed)Series 66 (lapsed)Six Sigma Green Belt Certified
Listed skills include Series 7, Uniform Combined State Law, Six Sigma, Equities, and 15 others.
Current workplace
Tara Smith's current company
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Lifeease Business Insurance Solutions
9 roles · 21 years
Tara Smith work experience
A career timeline built from the work history available for this profile.
Business Owner
Sweet T'S Rustic Designs
Small business that specializes in handcrafting rustic/wooden decor perfect for creating warm and inviting spaces within your home, custom pieces for your special event, or that unique gift.
Assistant Facility Director
Trinity Fitness
Jan 2019 - May 2022
Avp, Senior Client Service Manager, Retirement Services, Institutional Retirement And Investments
2015 - Nov 2018
Client Service Manager, Retirement Services, Institutional Retirement And Investments
2010 - 2015
~5 yrs
Supervisor, Retirement And Benefits Contact Center
Merrill Lynch
2009 - 2010
~1 yr
Assistant Supervisor, Retirement And Benefits Contact Center
2007 - 2009
~2 yrs
Service Representative, Retirement And Benefits Contact Center
2006 - 2007
~1 yr
Assistant Service Specialist
Winn Dixie
Jun 2001 - Dec 2006
2 education records
Tara Smith education
Bachelor Of Business Administration (B.B.A.), Business Administration And Management, General
University Of North Florida - College Of Business Administration
Associate Of Arts (A.A.), Business Administration, Management And Operations
FAQ
Frequently asked questions about Tara Smith
Quick answers generated from the profile data available on this page.
What company does Tara Smith work for?
Tara Smith works for LifeEase Business Insurance Solutions.
What is Tara Smith's role at LifeEase Business Insurance Solutions?
Tara Smith is listed as Concierge Case Manager at LifeEase Business Insurance Solutions.
Where is Tara Smith based?
Tara Smith is based in Jacksonville, Florida, United States while working with LifeEase Business Insurance Solutions.
What companies has Tara Smith worked for?
Tara Smith has worked for Lifeease Business Insurance Solutions, Sweet T'S Rustic Designs, Trinity Fitness, Merrill Lynch, and Winn Dixie.
Who are Tara Smith's colleagues at LifeEase Business Insurance Solutions?
Tara Smith's colleagues at LifeEase Business Insurance Solutions include Ryan Goodson and Benjamin (Ben) Koplan, Clu, Cfp®.
How can I contact Tara Smith?
You can use AeroLeads to view verified contact signals for Tara Smith at LifeEase Business Insurance Solutions, including work email, phone, and LinkedIn data when available.
What schools did Tara Smith attend?
Tara Smith holds Bachelor Of Business Administration (B.B.A.), Business Administration And Management, General from University Of North Florida - College Of Business Administration.
What skills is Tara Smith known for?
Tara Smith is listed with skills including Series 7, Uniform Combined State Law, Six Sigma, Equities, Retirement, Financial Services, 401K, and Qualified Retirement Plans.
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