Heather Smith
Personal Lines | Life Health Insurance@ Marsh McLennan Agency
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Heather Smith is a driven Insurance Account Representative with 5.3 years of experience. She is skilled in managing insurance sales cycles, advising clients on insurance coverage plans, processing applications, payments, and corrections. Heather is a resourceful and versatile professional with a reputation for consistently achieving aggressive sales goals and meeting client needs. She has a strong background in coaching, teaching, and ministry. Heather is passionate about educating people on their insurance and has a passion for educating others. She has worked in various roles, including Personal Lines Manager and Account Manager, in companies such as PayneWest Insurance and State Farm.
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Emails and Phone Numbers

@marsh.com
@statefarm.com
@paynewest.com
@marshmma.com
+1 406238****
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About

I am a driven Insurance Account Representative offering personalized, courteous service. Expert at managing insurance sales cycle, including prospecting and follow-up support. Skillful in advising current and potential clients on insurance coverage plans and processing applications, payments and corrections. Resourceful and versatile professional with reputation for consistently achieving aggressive sales goals and meeting clients needs. I coached, taught and ministered to children for many years. I loved what I did and am still passionate about our youth. As many did in the year of 2020, I switched things up. I was given a new opportunity in a complete new career-Insurance. The skills obtained in managing a classroom, curriculum, a church program and parents have helped me greatly in my new position. I easily build great relationships with clients, explain not only the base of the products but educate the clients on what the product provides them, stay organized with all of the company accounts and manage current accounts efficiently. I am now passionate about educating people on their insurance and what is best suited for them. So I am continuing to educate others but just in a different way and with a new found passion.

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Work Experience

360 Hamilton Ave, White Plains, New York, US

Insurance

8381
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Heather Smith's Professional Milestones

  • Personal Lines Manager (2021-06-01~): Optimized employee performance, resulting in increased profitability and enhanced productivity.
  • Account Manager (2021-06-01~2021-12-01): Building strong relationships with clients and exceeding sales targets to drive revenue growth.
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