Job Description

As an Account Manager in our Private Client Group team, you?ll be responsible to service a growing portfolio of high net worth clients with complex insurance programs while offering best in class risk management advice. Our ideal candidate will be an experienced high net worth P&C account executive or account manager and familiar with specialty carriers like PURE, Chubb, Berkley One, Cincinnati, etc. You?ll bring industry insights, an understanding of the unique risk management needs of high net worth clients, and an ability to serve as a family confidant.




Smith Brothers Insurance has been in business for over 50 years, as an independently operated, Top 100 National Broker, focused on our purpose of Helping Others. We are multi-disciplined with expertise in Commercial Lines, Personal Lines, Employee Benefits, Surety, Group Retirement Plans including 401(k) and 403(b) Plans, Risk Management, and Financial Services.




You?ll bring a deep desire to leverage your skills to help us continue to grow and make others around you better. If you want to be part of a collaborative process with team members who look out for each other and are focused on growth and sustainability, this is an opportunity for us to talk.

Primary Job Responsibilities

Responsible for managing and account servicing the high net worth client relationship including new and renewal business processes and rounding of accounts. Includes preparation of new business and renewal submissions including marketing, rating and proposals as well as the applications and binder process through to policy issuance. Provide prompt, accurate and courteous service to Clients, Sales Representatives, Insurance Companies and internal contacts and other duties as directed. Support risk advisors with managing all marketing efforts for new opportunities. Underwrite, market, quote all lines of business for new client opportunities as well as renewals including benchmarking of large renewals. Prepare proposal presentations for sales calls/renewals. Creation of Applications, Binders, Coverage Summaries, Broker of Record Forms, Proposal and Invoicing, Certificates and Auto ID cards for accounts sold and/or renewed. Complete and update New Business and Renewal Checklists as applicable. Participate in account reconciliation for receivables management. Maintains exceptional relationships with all levels of client?s decision makers in order to effectively consult and influence the client on insurance issues. Prepare client renewal strategy including proposals and presentations and ensure that they agree with client?s requests/requirements. Meet with client as necessary to review coverage information. Pursue opportunities to expand coverage for existing accounts. Remains current on industry trends and information, new product development, legislation, coverages and technology. Pursue personal and professional development through internal and external learning efforts. Adheres to processes and actively participates in continuous improvement and Quality initiatives. Meet agency defined service and Quality metrics. Ensure policy compliance and maintain confidentiality of company and client information. Participate in internal learning and development sessions. Works on projects and other duties as assigned. Stay relevant and updated on industry trends. Be a team player supporting others and providing back up for other Account Managers. Ultimately, our ideal candidate will believe in Smith Brothers? purpose, values, and standards, and be willing to work collaboratively with their teammates to drive value to all stakeholders.

Desired Skills

Ability to make independent decisions, research/analyze problems, and develop solutions to provide outstanding client experience and support our team goals. Effective listening and communication skills to uncover needs, troubleshoot, provide insurance counseling, and handle conflicts using our models. Exceptional verbal, written, and presentation skills. Comfortable communicating with all stakeholders at various levels. Excellent organizational, planning, problem-solving, and multitasking abilities. High level problem solver with ability to make decisions independently. Commitment to continuous process improvement to drive productivity and performance. Keep current in high net worth marketplace, continuing education requirements, and AI. Strong ability to learn and utilize agency management system and other technology essential for job functions including MS Office products and Carrier websites. Ability to follow procedures and keep processes/workflows up to date. Strong interpersonal and client relationship skills. Ability to adjust to shifting priorities, be resourceful, and welcome change. Flexibility to take on additional responsibilities and projects as needed. Highly self-motivated, strong work ethic, resilience, grit, and stress tolerance to overcome hurdles. Team Player who consistently defaults to good.

Qualifications

3+ years of experience in high net worth personal lines. Experience and familiarity with leading specialty insurance Carriers such as Chubb, AIG, PURE, etc. Property & Casualty Insurance License in good standing. Previous experience working in a team environment and establishing positive working relationships. Commitment to continuous process improvement and team development. High School Diploma required, College Degree Preferred.

General Working Conditions

Fast paced office environment with significant telephone and in person interactions. Offsite client, network, and prospect meetings require non-standard normal working hours ? expect evening events and some travel as normal course of business. Ability to view computer monitors for extended periods of time. Flexible Work Environment.

Why Smith Brothers Insurance

We are a team of professionals who seek to consistently deliver our Be Sure brand promise, contribute to our organization being a great place to work, and work together to be a sustainably relevant company. When you work with Smith Brothers you can be sure our core values, collaborative culture, and expertise will reinforce your decision to partner with us. Our standard of excellence is the internal foundation for treating everyone based on our core values of trust, respect, creativity, and fun ? leading to individual fulfillment through group achievement.




Smith Brothers Insurance LLC offers competitive salaries and comprehensive benefits and programs including Health, Dental, Vision, Short and Long-term Disability, Life, Long Term Care and 401K with employer match, employee assistance program, licensing and continuing education reimbursement, travel and expense allowance, internal & external meetings, and learning and development opportunities. For more information about our company please visit us at: www.smithbrothersusa.com.