Leslie Snare, FLMI

Experience

• 

  Walgreens

  Oct 2005 - Jan 2008

  Assistant Manager
• 

  Lincoln Financial Group

  Jun 2008 - May 2016

  • Primary contact for key broker/dealers for advanced service needs• Proactive situational analysis and problem resolution to meet the needs of operations, sales and broker/dealer partners• Communication of product introductions and enhancements and maintaining an expansive knowledge of products, processes and systems across the entire organization • Establish and build relationships with internal and external clients through open communication and proactive resolutions of client issues• Cooperatively engaged with all business areas within Individual Annuity Operations to ensure uniformly accurate procedures and enhance the client experience• Research complex issues to resolve complaints and conflicts both fairly and in a timely manner

  • Senior Relationship Manager

    Mar 2010 - May 2016

  • Production Analyst/Team Lead

    Jun 2009 - Mar 2010

  • Customer Service Representative

    Jun 2008 - Jun 2009
• 

  Broadridge

  May 2016 - May 2019

  Account Executive

  -Create, manage and maintain client relationships at an upper and senior management level-Assumes the role of client advocate within the Investigo and Broadridge organization-Builds strong and lasting relationships with senior management and influential representatives with-in the client’s organization-Gain and maintain an understanding of each client’s business so as to provide direction to value added services and products that reduce costs and increase efficiencies for the client-Function as the point of contact between with client and Investigo/Broadridge to manage and communicate project commitments and priorities-Manage client expectations relative to service levels and project commitments-Continually improve client satisfaction as measured by the client satisfaction survey Show less

• 

  Lincoln Financial Group

  Aug 2019 - Aug 2020

  Product Development Specialist

  -Consult, analyze and deliver on complex assignments throughout the product development life cycle-Resource to internal and external stakeholders on product development, market trends and customer needs

• 

  Techficient

  Aug 2020 - May 2022

  Account Executive

  - Onboard new customers and drive customer retention - Continuously gauge customer engagement, proactively communicate - Implement and execute customer satisfaction surveys - Increase customer adoption and cross-sell Techficient’s offerings- Communicate with internal partners to ensure up-to-date messaging on product roadmap - Work closely with internal teams to ensure customer feedback is shared and client satisfaction is exceeded

• 

  SmartBiz

  May 2022 - now

  Relationship Manager