Josh Smith
I Help Employers Reduce Payroll Taxes & Improve Employee Well-Being | Licensed Life & Health Producer | 20+ Years Leading Global Teams, $20M+ Budgets & 4,000+ Sales Reps | Employee Benefits & Operational Strategy Expert
- Role
- Founder at Roc Financial Group
- Location
- McMinnville, OR, US
- LinkedIn followers
- 500 followers
About Josh Smith
I’m a contact center and customer experience leader with 20+ years of experience…
Experience
Founder
Jan 2023 — Present · TX, US
Established a consulting and benefits advisory firm, delivering healthcare and insurance solutions to 100+ families and small businesses.• Applied enterprise-level leadership experience to streamline operations, manage client relationships, and ensure compliance in healthcare benefits delivery.• Provided consultative support to an investment group, contributing to the successful raising of $700K in capital to launch behavioral health clinics serving children on Medicaid.• Built and maintained strategic partnerships to broaden service offerings while continuing active engagement in operational leadership and financial oversight.
Education
Western Governors University
Bachelor of Science (B.S.)
2014 — 2015
Trevecca Nazarene University
Business Administration
1996 — 1998
Skills
- Call Centers
- Direct Mail
- Contact Centers
- Strategy
- Banking
- Management
- Customer Service
- Workforce Management
- Project Management
- Strategic Planning
- Mobile Communications
- Financial Services
- Credit
- Social Media
- Relationship Management
- Business Analysis
- Call Center
- Credit Cards
- Collections
- Customer Experience
- Retail Banking
- Vendor Management
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