Andrew Smith

Andrew Smith

CRO, Chief Risk Officer

The Client Risk Officer of J Donovan Financial, he started his benefits carrier at Aon in 2011 and gained invaluable experience while supporting multiple key accounts at the firm that ranged in size from 1,000 to 5,000 employees in a customer service capacity. He then moved to a national insurance broker in a benefit advocacy role where he supported over 160 clients around the country. Andrew was integral in servicing the day to day needs of HR’s all over the United States and resolving a multitude of benefit issues ranging from claims, prescriptions, and enrollments. 

Andrew then moved to a role in Account Management within the brokerage where he was able to learn the ins and outs of client management and retention. He excelled at managing the renewal and day to day service for his clients by combining his years of advocacy and service experience with his natural aptitude for technical and financial analysis that he could use to drive results for his clients.

 “I believe in using my work ethic, passion and knowledge on a consistent basis to drive results for all of my clients whether that be financial, technology, or servicing employees. I encourage my team through example to work towards seeking unique solutions to issues we incur and through this develop their problem-solving skills and develop team unity. Client Retention is built by striving for excellence and exhibiting the same actions and behaviors on a day to day basis.”

 With the ever-changing landscape of healthcare and benefits and the complexity increasing every year, employers need guidance to ensure they are in compliance and providing the best possible benefits to their employees while staying cost conscious. As CXO it is my job to ensure that employers are guided through every step of the benefits process and as a result delivering the best possible results to their employees on a day to day basis.