Holly Smith, PMP

Experience

• 

  Paychex

  Apr 2002 - now

  Accountable for 3.6 million dollars in annual revenue, managing the top performing retention team in 2015. Manage a book of business where individuals are responsible for installing health insurance plans using a consultative approach taking into consideration employee needs and employer financial needs. Serve as day to day liason between client and health insurance carrier, facilitating transactions and navigating through complexities of plan design, while maintaining compliance standards. Versed in Health Care Reform provisions. Manage, monitor, and develop activities of a team 10 licensed insurance agents. Specializing in New England and Upstate New York insurance plans. Oversee monthly renewals, losses, and ongoing service needs.Certification: LAH License NY.Responsible for 3.6 million dollars in annual revenue. Weniger anzeigen Responsible for managing implementation of new sales resulting in 6 million dollars annualized revenue. Support sales representatives after new client sale, work with carrier to install plans, and welcome clients into the Paychex service model, facilitating payroll deductions and ongoing insurance support. Manage workflow for newly brokered clients with the Paychex Insurance Agency. Responsible for overseeing on-boarding process and implementation of services for Health & Benefits plans. Weniger anzeigen

  • Technical Product Manager

    Jan 2022 - now

  • Senior Project Manager

    Apr 2022 - Jan 2023

  • Project Manager

    Jun 2018 - Apr 2022

  • Service & Retention Manager

    Sept 2014 - Jun 2018

  • Health & Benefits Onboarding Manager

    Sept 2011 - Sept 2014

  • HRS Supervisor

    Apr 2002 - Sept 2011