Summary
Overview
Work History
Education
Skills
Certification
Accomplishments
Timeline
Generic

Stacie C. Smith

Nashville

Summary

Dynamic Senior Policy Specialist at Zander with a proven track record in impaired risk underwriting and client relationship management. Expert in developing sales strategies that enhance productivity and client satisfaction. Adept at utilizing analytics and effective communication to foster strong partnerships, ensuring clients receive tailored insurance solutions.

Overview

25
25
years of professional experience
1
1
Certification

Work History

Senior Policy Specialist

Zander
Nashville
05.2015 - Current
  • Day to day management of over 400+ clients developing highly successful relationships
  • Specialization on impaired risk underwriting and repositioning to appropriate product partners
  • Build personal practice around life and disability sales with sustained high client placement rate
  • Function as a liaison between insurance companies and clients to ensure clients are aware of all important or missing information

Team Leader

Zander
Nashville
11.2013 - 05.2015
  • Managed a team of 14 sales associates with multi-carrier processes on policy placement and owner services
  • Created and reported sales activity matrix and ensured employee accountability to established standards
  • Coach and mentored team to increase productivity, sufficiency, and effectiveness
  • Completed annual reviews, disciplinary actions and hiring within the department

Account Executive (New Business and Case Management)

Zander
Nashville
01.2003 - 11.2013
  • Developed positive working relationships with new clients via personal networks, internet leads, direct mail, etc. to inquire about their current and future insurance needs
  • Explained the difference in policy features and benefits so that clients could make informed decision about their insurance needs
  • Followed-up with clients after initial meetings or conversations
  • Responded to clients' questions and complaints

Account Coordinator

Athlon Sports
Nashville
01.2001 - 01.2003
  • Company Overview: Athlon Sports Communications is a part of the Newspaper, Periodical, Book, and Directory Publishers Industry specializing in Sports
  • Managed 200 accounts covering 5 sports, including setup, billing, purchases, and prize distribution
  • Organized on-site assistance for special events for clients
  • Athlon Sports Communications is a part of the Newspaper, Periodical, Book, and Directory Publishers Industry specializing in Sports

Account Executive

Manning, Selvage & Lee
Atlanta
04.2000 - 01.2001
  • Company Overview: One of the largest U.S. public relations companies.
  • Managed public and media relations with an emphasis on writing press releases, media pitching and monitoring, event planning and media tours
  • One of the largest U.S. public relations companies.

Education

Bachelor of Science -

University of Tennessee At Martin
12.1993

Skills

  • Apple iOS
  • Microsoft Windows
  • QuickBooks
  • Adobe Creative Suite
  • Photoshop
  • MS Office
  • MS Project
  • Social Platforms
  • Analytics
  • Virtual Communication
  • Client needs assessment
  • Sales strategy development
  • Client relationship management
  • Impaired risk underwriting
  • Adaptability to change
  • Effective communication
  • Problem solving
  • Policy implementation
  • Problem-solving aptitude
  • Research skills

Certification

Life, Health and Disability-Licensed in all states

Accomplishments

  • Employee Advisory Group Committee-2006-2011
  • Employee of the Year-2009
  • Most Professional Employee-2011 and 2013

Timeline

Senior Policy Specialist

Zander
05.2015 - Current

Team Leader

Zander
11.2013 - 05.2015

Account Executive (New Business and Case Management)

Zander
01.2003 - 11.2013

Account Coordinator

Athlon Sports
01.2001 - 01.2003

Account Executive

Manning, Selvage & Lee
04.2000 - 01.2001

Bachelor of Science -

University of Tennessee At Martin

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Stacie C. Smith