INDUSTRY LEADING EXPERTS WITH DIVERSE AND TENURED BACKGROUNDS committed to excellence

Chad Smith, MBA

Assistant Vice President


Mr. Smith is an experienced professional specializing in customer experience and operations. He is responsible for all aspects of client relations including hosting regular reviews with clients and their advisers, providing accounting and financial support, assisting in benefit transactions, ensuring ongoing compliance, and providing ongoing customer service.

Mr. Smith has over 10 years of experience in operations and customer experience. He joined TriscendNP in September 2019 as Assistant Vice President of Client Relations. Prior to joining the company, Mr. Smith worked for a life and annuity insurance carrier leading their operations and project management for over 7 years. He also served as a management consultant, assisting companies improve their operations across multiple industries in North America and Europe. His particular areas of expertise include operational excellence, project management, staff development and customer experience.

Mr. Smith earned a Bachelor of Business Administration from Baylor University and earned his Master of Business Administration from Ashford University. He also holds a health, life and accident insurance license.

 

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