Kimeo Smith
Antioch
Summary
Dynamic insurance professional with a proven track record at Kimeo Smith Agency LLC, excelling in client relationship management and risk assessment. Adept at utilizing CRM software to enhance service delivery and streamline claims processing. Committed to educating clients on coverage solutions, fostering trust, and driving business growth through strategic market insights.
Overview
16
16
years of professional experience
Work History
Owner
Kimeo Smith Agency LLC
Nashville
09.2009 - Current
- Provided clients with comprehensive insurance policy information and options.
- Assisted clients with policy renewals and claims submissions.
- Developed strong relationships with clients to understand their insurance needs.
- Conducted risk assessments to recommend appropriate coverage solutions.
- Collaborated with underwriters to streamline policy approvals and adjustments.
- Educated clients on policy terms, coverage limits, and exclusions.
- Utilized CRM software to track client interactions and manage follow-ups.
- Researched industry trends to inform clients about new insurance products.
- Educated customers on the importance of maintaining adequate insurance coverage.
- Prepared documents such as applications, endorsements, renewals, cancellations, or other forms required by law or company procedures.
- Responded to customer inquiries and problems to promote great service.
- Developed relationships with new clients through cold calling and referrals from existing customers.
- Conducted telephone appointments with prospective clients to build rapport and sell insurance services.
- Leveraged industry trends to shape solutions and approaches.
Education
Some College (No Degree) - Business Management
Tennessee State University
Nashville, TNSkills
- Insurance policy management
- Risk assessment
- Client relationship management
- Claims processing
- Policy compliance
- CRM software utilization
- Market research
- Negotiation skills
- Hiring and staffing
- Talent development
Accomplishments
- 11x Toppers
- 2x Championship
- 1x Presidents Council
- 2x Blue Vase Recipient
- Farmers Open 2023
Timeline
Owner
Kimeo Smith Agency LLC
09.2009 - Current
Some College (No Degree) - Business Management
Tennessee State University
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