Business Development Account Executive
Resume:
Robert A. Smith Jr.
Business Development\Client Advisor
Experience
Education
January 2023- Present
Account Executive – Netchex (Nashville, TN)
Developing Target Lists
Cold Calling and Cold Emailing
Setting Meetings with Qualified Prospects
Presenting Solution to Prospect
Negotiating Pricing
Assisting with Implementation
2019-December 2022
Large Client Business Development & Advising – Zander Insurance(Nashville,TN)
oDeveloped and closed new business opportunities within the larger prospect/client insurance space
Targeted cold calling
Setting initial meetings and follow up meetings
Presentation
Negotiating to a final deal
oManaged internal client team for servicing clients(policy changes, billing issues, certificate of insurance production
oMaintaining Relationships with clients and prospects
Regular communication including in-person meetings
Attending Industry Events
Forwarding relevant industry/carrier news
Assisting clients with claims (submitting to closure)
2017-2018
Avp-Account Executive – Lockton Companies (Nashville, TN)
New Business Production(I was the SME for Healthcare prospects )
Developed sales plans including differences in our philosophy versus competitors, carrier compatibility and a coverage review
Designed all of our client specific “work” that we presented to the client or prospect (including but not limited to: proposals, comparisons, total cost of risk)
Managed internal service team assigned to each customer in the healthcare space
Assigned tasks depending on experience
Developed service goals and calendar for delivery to client during the policy year including important pre-renewal steps
2011-2017
Director of Insurance & Risk Management- Corizon Health (Brentwood, TN)
Placed and maintained all lines of Property & Casualty insurance for the organization
This includes their professional liability lines of coverage with a total cost of $100,000,000 +ANNUALLY
I was placed in charge of multiple Treasury functions under the CFO
Placed and accounted for a reinsurance product to control costs within our client contracts
Purchased and maintained all Performance and Bid Bonds for the company
Placed and accounted the Letters of Credit the company maintained. THE LOC’s, and cash, were used to collaterize large insurance policies.
Constant communication and cooperation with other departments involved with overall risk management (Legal,HR, Business Development,Operations and Audit
2001-2003
MBA Finance
University of Mississippi
1998-2001
Bachelor of Science
Recording Industry/Communication
Middle Tennessee State University
1996-1998
Engineering (transferred before graduating)
University of Tennessee,Knoxville
Licenses&Designations
TN Property& Casualty Producer lLicense
CIC: Certified ainsurance Counselor
CRM: Certified Risk Manager
Contact Info
Physical Address
347 Cannonade Circle
Franklin,TN 37069
Cell
******.*********@*****.***
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