Timothy Smith, Clcs, Aic

Timothy Smith, Clcs, Aic Email and Phone Number

Creating Financial Options For Your Next Best Years @ TFS Resources, LLC
Timothy Smith, Clcs, Aic's Location
San Antonio, Texas, United States, United States
Timothy Smith, Clcs, Aic's Contact Details

Timothy Smith, Clcs, Aic work email

Timothy Smith, Clcs, Aic personal email

Timothy Smith, Clcs, Aic phone numbers

About Timothy Smith, Clcs, Aic

Smith-Kenyon provides clients with our experienced advise on insurance and financial services. Our staff and I work to help clients understand the risks they face. We learn about what is important to each individual and then work together to develop actions.Timothy F Smith is a financial services veteran that enjoys helping others. He has worked with both property and casualty insurance companies and financial services firms.In Property Casualty, Tim worked with the St. Paul Companies, Travelers, MetLife, and Frankenmuth Mutual Insurance. A licensed independent insurance agent, Tim is a licensed insurance producer in Texas, Iowa and Minnesota and Arkansas; he is a licensed adjuster in Texas.In Financial Services, Tim currently works as a registered representative affiliated with L.M. Kohn and Company. Tim has 3 state registrations in Minnesota , Iowa, and Texas. Securities offered through L. M. Kohn & Company, a Registered Broker/Dealer,Member FINRA/SIPC/MSRB10151 Carver Rd., Suite 100Cincinnati, OH 45242Phone 800-478-0788.Tim is Bucket Plan Certified, BPC. As such, he provides clients with holistic financial planning services that align investments, insurance, taxes, and estate planning into one comprehensive, coordinated plan. The Bucket Plan® planning process is based on use of a set of financial planning tools and a three-bucket philosophy of strategically positioning assets to plan for and mitigate the risks and dangers that can occur in retirement.Tim holds a Bachelor of Arts from Hamline University (Minnesota’s oldest University) and a mini-MBA from the University of St. Thomas. He also holds a Project Management for Leaders certificate from the University of St. Thomas. Tim holds designations and certificates from the Insurance Institute of America including the Associate in Claims (AIC) designation, and certificates in Regulation and Supervisory Management. The AIC designation, in the insurance industry, signifies specialized training and skills in the handling of various types of insurance claims. Tim also holds the CLCS designation from the National Underwriter. The Commercial Lines Coverage Specialist (CLCS) designation is for industry professionals seeking to master the subject of commercial lines coverage. Those that hold the CLCS demonstrate extensive knowledge in a critical functional area of the property and casualty insurance practice-insurance policy coverage.Tim enjoys golfing, travel and photography. He has 1 daughter, 2 step daughters and a stepson. He lives in San Antonio and travels to Des Moines frequently.

Timothy Smith, Clcs, Aic's Current Company Details
TFS Resources, LLC

Tfs Resources, Llc

View
Creating Financial Options For Your Next Best Years
Timothy Smith, Clcs, Aic Work Experience Details
  • Smith-Kenyon Insurance Resources, Llc Dba Sk Financial Pathways
    Managing Director
    Smith-Kenyon Insurance Resources, Llc Dba Sk Financial Pathways Jan 2015 - Present
    Smith-Kenyon Insurance Resources helps clients create options while coaching them to understand insurance and financial services products. We help people to understand the risks they face. Our team focuses on making it easy for people, communities and businesses to find options to manage what’s important to them. I am the owner and director of a multi-product Property-Casualty Insurance and Financial Services Agency. Because we are independent, we have access to a number of options that we utilize to help clients create actions to review and understand the risk they face. We are currently serving clients in Iowa, Minnesota and Texas for multiple types of situations; call us to review yours.
  • Tfs Resources, Llc
    Managing Director
    Tfs Resources, Llc Jun 2014 - Present
    Des Moines, Iowa, Us
    Executive leader of consulting practice that works with clients solving marketing, line strategy and project issues.
    View
  • Frankenmuth Insurance
    Senior Product Manager, Actuarial And Product Management
    Frankenmuth Insurance May 2013 - Jun 2014
    Frankenmuth, Mi, Us
    Held overall responsibility for pricing, product development and project implementation for core line of business representing 20% of organizational written premium. Provided data analysis, development of line strategies, compliance and project management leadership. Served as a key leader and influencer in organization of 700. -2013 Key Project: Led development of an organization wide business plan ($600M DWP). Transitioned an existing premium projection process into a business forecasting and monitoring effort. Developed metrics, forecasting and monitoring approaches for 16 Commercial states and 5 Personal Lines states across 5 key lines of business.-2014 Key Project: Led study to analyze organizational mix of business and profit propensity by line and geographic distribution. Researched and presented findings that outlined mix of commercial and personal business, peer positioning and profit potential to company President and COO.
    View
  • Tfs Resources, Llc
    Managing Director
    Tfs Resources, Llc Oct 2008 - May 2013
    Developed a project management consulting practice that worked with clients solving a variety of issues. Worked with a variety of clients. Functional focus: Marketing, Operations, Finance, Claim, Underwriting and Sales.
  • Travelers
    Director-Operations
    Travelers Dec 2006 - Oct 2008
    New York, Ny, Us
    Formed a measurement and analysis team in 2008 for a shared services organization. This unit supported all of commercial operations. Led a field support team in 2006-2007 that enabled a 498-person specialty underwriting organization to improve business partner relationships and develop processing efficiencies and cost savings.
    View
  • Metlife Auto And Home
    Senior Market Strategist, State Management Organization
    Metlife Auto And Home Dec 1999 - Dec 2006
    Managed issues affecting profit and growth and provided leadership to critical markets (Upper Midwest, six states with about $200M in premium) for MetLife as a state market expert and financial controller, leading market strategy and planning initiatives.
  • St. Paul Companies
    Various Product Development Positions-Marketing And Underwriting Division/ Various Claim Positions
    St. Paul Companies Feb 1985 - Dec 1999
    As Product Portfolio Manager, managed reporting oversight of $1.3B product portfolio for St. Paul Personal Insurance and developed special projects for the division Vice-President.As Regional Claim Manager/Claim Center-VP, oversaw the Northern Personal Insurance Claim organization (NPIC). NPIC, a 135 person claim organization that managed claims for 6 upper-Midwest states and processed $250M of claims annually.As RCM-Integration, oversaw the Personal Lines Claim integration of the St. Paul Companies and USF&G.As Product Manager, Saint Paul Personal Insurance, oversaw Midwest and plain states products.As Claim Unit Manager, oversaw Kansas and Missouri commercial and personal lines claims.

Timothy Smith, Clcs, Aic Skills

Product Management P&l Start Ups Coaching Divestitures Income Statement Cross Functional Team Leadership Project Management Management Strategic Planning Leadership Marketing Analysis Insurance Business Intelligence Marketing Strategy Project Planning Product Development Integration Risk Management Strategy Process Improvement Project Portfolio Management Analytics Business Analysis Business Process Improvement Vendor Management Program Management Crm Mergers And Acquisitions Finance Business Development Business Planning Forecasting Market Research Data Analysis Talent Management Analytical Skills Customer Relationship Management Financial Planning Financial Analysis Investments Team Building Account Management Sales Customer Service Portfolio Management Mutual Funds Portfolio

Timothy Smith, Clcs, Aic Education Details

  • University Of St. Thomas - Opus College Of Business
    University Of St. Thomas - Opus College Of Business
    General
  • Hamline University
    Hamline University
    English

Frequently Asked Questions about Timothy Smith, Clcs, Aic

What company does Timothy Smith, Clcs, Aic work for?

Timothy Smith, Clcs, Aic works for Tfs Resources, Llc

What is Timothy Smith, Clcs, Aic's role at the current company?

Timothy Smith, Clcs, Aic's current role is Creating Financial Options For Your Next Best Years.

What is Timothy Smith, Clcs, Aic's email address?

Timothy Smith, Clcs, Aic's email address is ti****@****ces.com

What is Timothy Smith, Clcs, Aic's direct phone number?

Timothy Smith, Clcs, Aic's direct phone number is +165133*****

What schools did Timothy Smith, Clcs, Aic attend?

Timothy Smith, Clcs, Aic attended University Of St. Thomas - Opus College Of Business, Hamline University.

What are some of Timothy Smith, Clcs, Aic's interests?

Timothy Smith, Clcs, Aic has interest in Human Rights, Social Services, Arts And Culture.

What skills is Timothy Smith, Clcs, Aic known for?

Timothy Smith, Clcs, Aic has skills like Product Management, P&l, Start Ups, Coaching, Divestitures, Income Statement, Cross Functional Team Leadership, Project Management, Management, Strategic Planning, Leadership, Marketing.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.