KS

Kelly Smith

Client Manager/shareholder at Holmes Murphy

Kelly Smith has a diverse work experience spanning various roles and industries. Kelly started their career in 1996 as an Underwriter at Berkley Risk Administrators, where they were responsible for underwriting and monitoring workers' compensation programs. Kelly then worked as a Marketing and Customer Service Specialist at Hays Companies, where they managed and grew the casualty program for ethanol accounts.

In 2003, Kelly joined RJF Agencies Inc as an Account Executive, where they served as the primary point of contact for clients and supported Risk Managers/Producers. Kelly excelled in cross-selling, contract negotiations, and achieving favorable results.

From 2010 to 2013, Kelly worked as a Commercial Account Executive at Mahowald Insurance Agency. Their responsibilities included solving risk-related problems, reviewing losses, attending safety committees, and building relationships with clients and carriers. Kelly was also appointed as the Academy of Risk Management Director, organizing educational offerings for staff, clients, and prospects.

Kelly had a side job as an Independent Consultant at The Pampered Chef from 2010 to 2018. Kelly decided to end this career after eight years and expressed gratitude to friends and customers for their support.

From 2011 to 2015, Kelly volunteered as a Relay For Life Event Chair and committee leader for the American Cancer Society. Kelly provided leadership and organized fundraisers in Wright County.

In 2014, Kelly joined Cobb Strecker Dunphy & Zimmermann Inc. as a Client Manager. Kelly developed risk solutions and insurance products to protect businesses and achieve their goals. Kelly was also committed to community involvement.

Since 2014, they have been working at Holmes Murphy & Associates as a Client Manager/Shareholder, although specific details about their role are not provided.

Overall, Kelly Smith's work experience demonstrates their expertise in risk management, customer service, sales, and community leadership.

Kelly Smith attended UW Stout from 1984 to 1986, where they obtained an Associate degree in Marketing and General. Kelly then attended McConnell Travel School from 1986 to 1987, earning an Associate degree in Business and Personal Travel. Their education history also includes enrollment at the University of Wisconsin-Stout, although specific details such as start and end dates, degree name, and field of study are not provided. In terms of additional certifications, Kelly Smith obtained the MLIS (Management Liability Insurance Specialist) certification in 2018. Kelly also holds the CRIS (Construction Risk Insurance Specialist) certification, which was obtained in February 2015, and the CRM (Certified Risk Manager) certification, obtained in July 2014. Kelly has also pursued various other certifications in insurance, including AIS (Associate of Insurance Services), ARM (Associate in Risk Management), AU (Associate in Underwriting), and CIC (Certified Insurance Counselor), but specific details about the dates of obtaining these certifications are not provided.

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Timeline

  • Client Manager/shareholder

    January, 2014 - present

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