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Smith Brothers Insurance, LLC. · 2 days ago

Producing Account Executive, Personal Lines

Oxford,MA,US

Full-time

Onsite

Entry, Mid Level

2+ years exp

Smith Brothers Insurance, LLC. is a Top 100 National Broker focused on helping others and providing various insurance services. They are seeking a Producing Account Executive for their Personal Lines Team, responsible for sales and client service to grow and manage a book of business.

Insurance

Diversity & Inclusion

Responsibilities

Maintain and grow a book of business through marketing activities, pro-active touches, round outs, cross leads, and referrals

Respond to client service needs including policy changes, billing, finding coverage solutions, etc

Maintain account files according to established procedures, while showing good organizational skills and attention to detail

Show thoroughness in all client file documentation

Act as a client liaison and advocate by effectively listening and communicating to uncover client’s needs and handle conflicts

Flexibility to take on additional responsibilities and projects as needed

Pursue personal and professional development

Follow department and agency defined processes, procedures, and workflows

Review, update, and develop processes and workflows as needed

Ability to maintain confidentiality of client and company information and adhere to all personal and financial data privacy protocols

Qualification

Sales experienceMassachusetts Property & Casualty Insurance LicenseClient service skillsMicrosoft Office SuiteAgency management systemOrganizational skillsEffective communicationTeam playerProblem-solvingFlexibility

Required

High School Diploma required

Massachusetts Property & Casualty Insurance License required

Minimum of two to three years' general agency/company experience preferred in sales and service

Ability to maintain confidentiality of client and company information and adhere to all personal and financial data privacy protocols

Ability to make independent decisions, research/analyze problems, and develop solutions that will provide outstanding customer experience and support our team goals

Effective client service skills and an understanding of how to utilize resources to meet client's needs

Working knowledge of Microsoft Office Product Suite

Ability to learn and utilize an agency management system and other technology essential for the job function

Professional and effective communication skills – verbal, written, presentation, and in pressure environments

Comfortable communicating with all stakeholders at various levels

Strong organizational skills and attention to detail

Ability to work independently and collaboratively in a fast-paced team environment

Ability to plan, organize, and prioritize time and competing priorities to reach goals and meet deadlines

Ability to adjust to shifting priorities

Ability to solve practical problems and deal with a variety of concrete variables in situations

Desire to work in a fast paced and growing organization

Desire and commitment to engage in ongoing training and learning and development in order to stay abreast and ahead of marketplace trends, while continuously developing sales and service skill sets

Strong work ethic and demonstrated resilience and grit to overcome hurdles

Team player who consistently defaults to good

Keep current with continuing education requirements and maintain knowledge of changing industry standards, products, carriers, etc. in order to stay relevant in the insurance marketplace