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Smith Brothers Insurance, LLC. · 20 hours ago

Account Manager, Private Client Group

United States

Full-time

Remote

Mid Level

3+ years exp

Smith Brothers Insurance, LLC is an independently operated, Top 100 National Broker with over 50 years of experience, focused on helping others through various insurance services. The Account Manager in the Private Client Group will manage high net worth client relationships, overseeing new and renewal business processes while providing risk management advice and exceptional service.

Insurance

Diversity & Inclusion

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

Qualification

High net worth experienceProperty & Casualty LicenseSpecialty insurance knowledgeClient relationship managementInsurance counselingContinuous improvementEffective communicationOrganizational skillsTeam playerProblem-solving