Andrew Smith

Professional Summary

Highly-motivated, customer-centric, 2-15 licensed agent with 15 years of experience working for a Florida state health and life insurance office.  In-depth knowledge health insurance coverage, health carriers, and products offered.  Bi-lingual, data-driven team player with exceptional technical abilities including proficient use of OnBase, PLEXIS, and VUESoftware.
Detail-oriented professional offering 10 years of experience as a property claims field adjuster adept at conducting thorough investigations, analyzing data, and providing resolutions.  Current California adjuster’s license, success handling 1st party homeowner property claims, and strong technical skills including Microsoft Office, Zywave, Capterra, and Majesco.

Employment history

Client Services Manager, Lind, Senger and Stiedemann. Port Dane, Montana
Mar. 2015 – Present
Employee Benefits Consulting specializing in corporate health and welfare benefits, serving client’s insurance needs, and providing the best-in class benefit packages for their employees while managing costs.

Records Assistant, Green Group. Serinaport, Colorado
Jan. 2011 – Apr. 2013
Initiate, process, and maintain a wide range of documents, correspondence, and statistics. Provide information and assistance to the public and department personnel. Retrieve police reports, records, memoranda, letters, and other material.

Judicial Assistant & Juvenile Community Service Supervisor, Kiehn, Hyatt and Welch. Miguelinatown, Hawaii
Sep. 2006 – Mar. 2008
Provided administrative assistance to a 4-member Judge Team (2 judicial; 2 municipal). Answered busy phone system, fielded inquiries, and directed calls to appropriate personnel. Maintained current court dockets.

Independent Contractor, Mante Group. Kingbury, Georgia
Jun. 2007 – Oct. 2007
Built and expanded newspaper delivery route, prepared distribution reports, created invoices, and conducted collections. Delivered an exemplary level of customer service. Repaired vending machines.

Independent Contractor, Bechtelar, Kautzer and Wiegand. Port Peter, Arkansas
Oct. 1999 – Jul. 2003
Built and expanded newspaper delivery route, prepared distribution reports, created invoices, and conducted collections. Delivered an exemplary level of customer service. Always looking for ways to streamline deliveries to save time.

Human Resources Administrative Assistant, Bernier Group. Michealton, Louisiana
Feb. 1990 – Mar. 1996
Provided administrative assistance to the Vice President of Human Resources. Maintained record retention and required legal postings. Performed payroll duties in absence of the Payroll Coordinator.
§  Supported VP in coordinating programs, special projects, and meetings.
§  Assisted VP with employment process documentation for 450 employees. 
§  Presented benefits package at new hire orientations. Assisted with enrollment form execution.
§  Completed timely paperwork submissions for worker’s comp claims to the state and insurance.


West New York College, Port Mireyachester, Connecticut
Associate of Arts, Accounting

Northern Montana Academy, East Tristan, Iowa
Bachelor of Arts, Industrial/Organizational Psychology

Personal info


(000) 000-0000


287 Custer Street, Hopewell, PA 00000


Project Management

Records Management


Superior Customer Service

Interpersonal Strength

Computer Skills

client services manager

  • Ensured that clients received outstanding service to not only maintain but to extend relationships for future business opportunities.
  • Approve/Sign client service team correspondence (timesheets, legal enquiry letters)
  • Develop or update procedures, policies and standards (for the new client services department)
  • Design, implement, and evaluate staff training and development programs, customer service initiatives, and performance measurement criteria

client services manager

  • Manage a team of up to 18 staff remotely throughout Australia
  • Monitor quality and staff performance for staff improvement
  • Travel to office locations throughout Australia on a regular basis
  • Confer with board members, organisation officials, and staff members to discuss issues, coordinate activities and resolve problems
  • Conduct one on one coaching and development feedback sessions 
  • Deliver system and process training to QLD & WA New Client Services Team
  • Handle escalated client/staff situations

client services manager

  • Hold monthly meetings with all sub-contractors to ensure operational requirements are being achieved.
  • Undertake cleaning duties at client premises if required.  
  • Assist the Operations Manager, State Manager, or CEO with any special project when required.
  • Ensure a sound knowledge of the company’s intranet.

client services manager

  • Set up a 24- hour help-desk with 8 staff members to serve customers in 8 countries across Africa.
  • Introduced a ticketing system to monitor customer complaints and escalation procedures. Reduced the time spent on customer issues by 75% greatly increasing customer loyalty.
  • Oversaw the documentation of all internal processes of the team to ensure all areas were compliant under internal and external guidelines.
  • Responsible for developing a strong customer support team and creating a positive team oriented environment.  

client services manager

  • Utilized SQL, Access, Excel, InDesign and PDF to obtain and create complex financial reports
  • Analyzed large amounts of complex financial data to ensure accuracy 
  • Resolved complex issues with financial data
  • Created and updated financial report templates
  • Analyzed data to create summaries for financial reports
  • Responsible for the organization, planning and prioritization of report creation on a daily, monthly and quarterly basis

client services manager

  •   Office Administration
  •    2008 Franchise Client Service Award Winner
  • Ensure fortnightly payroll procedures are accurately completed on time.
  • Ensure experienced, competent staff are available for backup and/or succession.

client services manager

  • Accurately researched and resolved customers service issues or billing complaints by performing activities such as  refunding money, or adjusting bills.
  •  Resolve service or technical issues for customers by asking clear and specific questions.
  •  Work autonomously
  •  Co ordinate Pre and Post client requirements

client services manager

  • Demonstrated history of taking ownership and resolving customer issues
  • Experience in managing motor claims or an understanding of the claims process.
  • Proven ability to build rapport with customers
  • Exceptional customer service skills and communication skills
  • Effective workload management and ability to prioritise tasks
  • High attention to detail, be confident in negotiating with stakeholders and clear decision-making skills

client services manager

  • Onboard clients to new Human Resource Management System.
  • Provide client training during client visits.Create training modules
  • Create video tutorials
  •   Multi tasking

client services manager

  • Coordinated department transition from Vancouver, Canada to Antigua
  • Managed client service department of 5
  •  Personally managed the account of the company’s top client – Sportsbook.com (Sporting Bet)
  •   Weekly reporting

client services manager

  • Personally developed the Client Services function into a department with professionals that facilitated the transformation of a business startup to a recognized industry leader within its space. 
  • Provided value added services that ensured the proper utilization of the Wiznet product. Created, implemented and executed training programs and client relations designed to train judges, court administrators and attorneys. 
  • Improved communication between key players in the sales effort by effectively networking nationwide sales offices to streamline communication and enhance client relations. 
  • Played a key role in new business development by driving a rebranding and re-marketing of the corporate image, website and product line.
  • Supported sales team initiating and closing government contracts projected to produce $30 million in revenue. 

client services manager

  •   Proactive and professional customer focused communication
  •   Liaising with client Solicitor or representative and Financial Institution
  •     Assisting clients and Referring to appropriate areas depending on their need
  •   Manage new and existing clients through client care program

client services manager

  • To cold call new prospects and set up a first appointment 
  • To book at least 10 appointments for the week
  • To complete a fact find and qualify whether clients are in a position to receive financial advice
  • To manage existing relationships and ensure a great customer experience

client services manager

  • Acted as liaison between SGS Laboratory personnel and the client.
  • Prepared cost proposals within the required turnaround time utilizing a strong familiarization with USP, EP, JP, and ACS methods as well as cGMP, cGLP and SOP regulations.
  • Monitored SGS activities against quoted project scopes while maintaining high customer satisfaction through technical support and timely communication. 
  •   Responsive to client request/ enquiries within stipulated time frame.

client services manager

  • Promote a positive response to Pickwick and its services through sound technical and commercial knowledge, professional and positive presentation, and reliable and timely fulfilment of undertakings to clients.
  • Maintain close professional relationships with client organisations at various levels as appropriate.  Attend and document client meetings, inspections, presentations and negotiations as required. 
  • Work as a team with other CSM’s and assist where required.
  • Proactively address any client issue that has been raised.  This includes complaints which present an opportunity to improve the client relationship.
  • Develop service delivery plans, management and labour structures for existing and new contracts.
  • Ensure the successful transition of new contracts and provide analysis and operational solutions to relevant staff.
  • Ensure regular site inspections are conducted as required and that QA’s are accurately completed, signed-off and dated.

client services manager

  •  Customer Service
  •  Application Processing to various Lenders providing supporting and statutory documentation
  •  File Management – ‘End to End’ process. Regular contact with the client and Financial Institution to ensure a seamless process with attention to detail and prioritizing tasks
  •  Client Review – Retention, Marketing and sales
  •   Ensuring that the client has a pleasurable experience through various communication sources
  •    Passion to deal with new and existing clients – giving high priority to client satisfaction measured by Client surveys
  •   Assist Principal