Carol Smith, Almi, Acs
About Carol Smith, Almi, Acs
Carol Smith serves as a Work Flow Coordinator and Underwriting Support Analyst at Primerica, where she has worked for over 24 years. She is recognized for her training abilities and strong communication skills, contributing to the efficiency of the underwriting department.
Work at Primerica
Carol Smith has been employed at Primerica Financial Services, Inc. since 2000. She initially served as a Customer Service Specialist from 2000 to 2005 for five years. In 2005, she transitioned to the role of POS Underwriter, where she has worked for 24 years. In 2019, she took on the position of Work Flow Coordinator for the Underwriting Department and serves as an Underwriting Support Analyst. In her current role, she is responsible for reconciling overtime pay for a team of 35 underwriters and managing vacation and time-off requests.
Education and Expertise
Carol Smith studied at the Life Office Management Association, Inc. (LOMA) from 2005 to 2017, focusing on Life, Annuities, Health, and Customer Service. She achieved the ALMI and ACS designations during her studies. Additionally, she attended San Diego City College, where she studied Political Science and Government. Her educational background supports her expertise in underwriting and customer service.
Background
Carol Smith has a long-standing career in the insurance and financial services industry, specifically with Primerica. Her experience spans over two decades, during which she has developed strong communication, analytical, and problem-solving skills. She acts as a liaison between Policy Owner Services and POS underwriting, facilitating effective communication and problem resolution between departments.
Achievements
In her role at Primerica, Carol Smith has been recognized as a 'Resident Expert' in the POS underwriting department. She conducts quarterly audits that maintain a low declination and substandard to standard ratio based on 60 random cases. Her strong computer and organizational skills have led to her frequent selection for testing and special projects, demonstrating her capability in handling complex tasks and contributing to team development.