Di Smith, CPIA
Operating Officer at DM Insurance- Claim this Profile
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Topline Score
Bio
Credentials
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Talkdesk Certified Agent
TalkdeskFeb, 2022- Oct, 2024 -
Insurance Agent [Resident]
Georgia Department of Insurance & Safety FireNov, 1994- Oct, 2024 -
Certified Professional Insurance Agent
AIMS Society's Certified Professional Insurance Agent (CPIA)designation recipient.
Experience
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DM Insurance
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United States
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Insurance
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1 - 100 Employee
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Operating Officer
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Jun 2015 - Present
Operating Officer and Managing Partner at DM Insurance. Oversees daily agency operations, business development and staff management. Operating Officer and Managing Partner at DM Insurance. Oversees daily agency operations, business development and staff management.
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PointeNorth Insurance Group
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United States
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Insurance
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1 - 100 Employee
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Franchise Marketing Manager
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Aug 2013 - Jun 2015
Franchise Business Insurance Marketing Manager for Love, Douglas & Pope Franchise Department at PointeNorth Insurance Group. The LDPI Franchise Insurance Program is the preferred insurance vendor for a number of national franchise systems and is an active IFA Supplier Forum member. The National Franchise Programs Division specializes in niche franchise insurance products and solutions and partners with a variety of A-Rated insurance companies to tailor the right coverage for your business at the right price. As a marketing manager for the Franchise Systems department, coordinated insurance placement for franchise commercial accounts. Conducted risk assessments, evaluated insurance programs, and recommended insurance coverage. Sold commercial accounts and participated in the development, underwriting and marketing of such agency clients. Show less
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Gillman Insurance
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United States
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Insurance
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1 - 100 Employee
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Problem Solver
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Dec 1993 - Aug 2013
Managed Personal Lines Department and additionally acted as a lead producer. Exceeded all assigned personal sales goals, including increasing company goal contracts and achieving a 92% renewal retention rate. Developed and grew Personal Lines book of business to $3.5M by networking, cross-selling and referral techniques. Interviewed prospective clients to obtained data and determined coverage needs. Explained coverage features, advantages and disadvantages of various policies to promote sales and provided appropriate coverage recommendations. Provided extensive support and training to in-house and field producers. Trained all new hires on department products, agency procedures, sales strategies and marketing techniques. Worked closely with company partners and insurance brokers by developing and implementing new marketing plans for the agency. Coordinated insurance placement for small market commercial accounts. Conducted risk assessments, evaluated insurance programs, and recommended insurance coverage. Serviced small commercial accounts and participated in the development, underwriting and marketing of such agency clients. Oversaw daily agency operations, assisted with agency accounting and book keeping including closing the books for the month and the year. Assisted with the agency's business development and personnel issues. Show less
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