Mandie Smith

Experience

• 

  Liberty Mutual Insurance

  Jan 2001 - Mar 2016

  Led our team through the LEAN program to streamline our top service and sales team. Worked closely and assisted the Quality Control Team to improve service. Developed highly empathetic client relationships and earned reputation for exceeding sales goals. Attended on-site group account events with clients to build our business. Worked under strict deadlines and responded to service requests and retention goals. Guaranteed positive customer experiences and resolved customer complaints. Developed and implemented business processes to increase productivity. Facilitated team meetings on a daily basis. Show less

  • Lead Specialist

    Oct 2014 - Mar 2016

  • Service Specialist

    Jan 2002 - Oct 2014

  • Customer Service Representative

    Jan 2001 - Jan 2002
• 

  AssuredPartners

  Mar 2016 - now

  - Collects and researches data using intuition and experience to complement data.- Collaborates with the conversion team to identify and resolve problems, gathers and analyzes information skillfully and develops alternative solutions for agency conversions.- Facilitates meetings with new acquisitions to guide the staff through the conversion process.- Develops project plans coordinating projects and communicates changes and progress throughout the life of the conversion project.- Converts agencies from one agency management system to another. Analyzes the integrity of the data to ensure a smooth transition.- Develops new and improved agency workflows to maintain the highest level of client service, efficiency, and automation utilization. Designs and creates workflows and procedures. Show less - Works closely with various departments to successfully and efficiently convert acquisitions’ data. Partners with the acquisitions’ employees before, during, and after conversion to maximize data integration and integrity. - Develop conversion templates and instructions for each type of agency management system conversion. - Demonstrates proficient knowledge in the area of Excel Reports. Act as a resource tomanagement, production and service staff when report needs arise.- Assist service staff with solving workflow issues.- Maintain the integrity data, documentation, and historical information. - Develop new/improve upon existing workflows, to ensure the highest level of service, efficiency, and automation utilization. Educate and train all applicable employees on new or revised workflows when needed. Monitor adherence to procedures and workflows by maintaining the integrity of the data within the system. Identify issues, trends, red flags, and opportunities for additional training. Show less

  • Engagement Manager

    Mar 2016 - now

  • Implementation Manager

    Dec 2021 - Sept 2024

  • Lead Analyst

    Feb 2019 - Dec 2021

  • Data Project Asst.

    Aug 2018 - Feb 2019

  • P&C Operations Administrator

    Mar 2016 - Aug 2018