Thomas Smith Email & Phone Number

Lenexa, Kansas, United States

North Kansas City, Mo

I am responsible for sales and business analysis specifically for the Retail Team of Metrie, Inc. in North America. This analysis will enhance decision making for the Retail Team by uncovering business opportunities through the use of data analytics.

Managed projects and analyzed system functionality for a large mutual fund client on a team with five other client services associates. Led a testing initiative for a new html based product for all mutual fund clients.• Led annual large scope projects generating over $200,000 in revenue. Managed programming resources and analytical data achieving successful results. • Managed a testing group of 20 associates for a new content management product to be released to clients.• Supported client training at a remote site for a product that enhanced system efficiency.

Kansas And Missouri

Trained over 25 new program agents on sales, product and systems processes. Led the independent agency acquisition conversion process for agents in Kansas and Missouri.• Successfully converted over $10 million in premium to Nationwide Agents’ systems through the Independent Agency Acquisition process.• Trained 25 new Agency Capital Builder Agents on Nationwide Sales Practices. • Created and conducted on-line webinars for agents.• Developed training programs based on Nationwide corporate initiatives.

Kansas And Missouri

Led the office setup for the new agency program in two states. Developed the new agent program.• Set up five new Agent offices for a new Agent program.• Developed the Associate Agent Builder pilot program in the Great Lakes Region which was adopted by other regions.• Trained and coached new agents in Nationwide’s sales and technical processes.• Developed training programs for the three new agency positions in the new ACB agent program.

Kansas City, Missouri Area

Managed five insurance sales associates to achieve sales and retention goals, hiring two of the associates. Responsible for office budget.• Under my management, store sales increased in the CEC (Customer Experience Center) each month since February 2007. The month prior to my start, the store wrote approximately $15,000 in new sales. In June 2007, the store wrote almost $45,000 in new sales for an increase of approximately 300% in 6 months. • Placed emphasis on perfecting Nationwide marketing and sales processes through management of five Sales Representatives. • Directly involved in interviewing and hiring to fill Sales Representative positions within the store.

Kansas And Missouri

• Trained agents and agency staff on the following software products: the Allied quoting product, Agent Center; the Applied product TAM; Market Link.• Implemented several marketing processes, including a customer retention plan, and the 1300 Marketing Program, which was implemented in over 60% of the agencies in Kansas and Missouri.• Provided support to agents and agency staff when they encountered software or technical issues.

Kansas City, Missouri Area

• Trained mutual fund clients on system changes due to enhancements implemented.• Wrote and tested these enhancements.• Provided daily system support to two large mutual fund clients.