Note: The job is a remote job and is open to candidates in USA. Smith Brothers Insurance, LLC is a national insurance broker providing expertise across personal and commercial insurance, employee benefits, risk management, and financial services. The Account Executive, Private Client Group manages and grows a book of high-net-worth personal lines clients by providing consultative insurance guidance, sales, renewals, and ongoing service while ensuring compliance and a strong client experience.
Responsibilities
- Manage a book of clients, including an assigned portfolio and new self-produced business
- Successfully meet established annual sales and retention goals
- Drive sales growth through outreach, referrals, rounding, cross-sell efforts, and lead follow-up
- Consult and educate clients to provide consultative risk management and insurance guidance
- Manage full client lifecycle, including quoting, proposals, enrollment, changes, renewals, reconciliation, and service
- Work service needs, i.e., billing, ID cards, escalations, coverage verification, and basic claims help
- Partner with carriers and internal teams to resolve issues and ensure timely follow-through
- Track and manage pipeline activity, including quoting, conversions, retention, and revenue goals
- Deliver a strong client experience through responsive communication and proactive renewals
- Stay current on product changes, carrier requirements, regulatory changes, and market trends
- Follow department and agency defined processes, procedures, and workflows
- Participate in internal training sessions as well as carrier system training
- Maintain accurate documentation and activity records in agency systems
- Ensure compliance with agency process instead on follow
- Complete special projects and other duties as assigned
- Engage in ongoing professional development and training to strengthen skills, knowledge, and effectiveness
- Utilize Microsoft Office, agency systems, and AI tools to improve efficiency and performance
- Work effectively with all team members, provide backup support, and contribute to team collaboration
- Demonstrate alignment with our purpose, values, and culture
Skills
- Experience and familiarity with underwriting, marketing, and quoting with specialty insurance Carriers such as Chubb, AIG, PURE, etc
- Strong consultative selling skills with the ability to simplify and recommend appropriate coverage options for the unique needs of high-net-worth clients
- Excellent service skills, delivering support with empathy, professionalism, and a client-first approach
- Ability to manage high-volume workflows while balancing sales and service priorities
- Strong attention to detail and accuracy in applications, documentation, and compliance requirements
- Strong communication skills with the ability to build trust quickly and explain coverage confidently
- Organized and self-directed, able to prioritize, meet deadlines, and maintain consistent pipeline activity
- Team-oriented, collaborative, accountable, and willing to share knowledge and best practices
- Growth mindset with commitment to continuous learning, product knowledge, and improving sales/service effectiveness
- Stay relevant/ahead on industry insights and familiarity with complex insurance programs
- Flexibility and willingness to take on additional work and projects assigned
- Ensure compliance with agency processes, confidentiality standards, and quality metrics
- High attention to detail and organizational skills
- Comfortable working in a fast-paced, team-oriented environment
- Self-motivated, adaptable team player with a positive mindset, strong work ethic, and resilience
- 3+ years of high net worth personal lines experience
- Property & Casualty Insurance License in good standing required
- Must be authorized to work in the United States on a full-time basis without Company sponsorship
- College Degree Preferred; equivalent professional experience considered
- Proficiency with Microsoft Office, agency systems (Applied EPIC preferred), carrier platforms and AI tools
Benefits
- This is a fully remote role, with the expectation of working remotely on a full-time basis from an approved work location, with occasional in-office presence and travel as required.
- This role is eligible for commission tied to new business production. Commission eligibility applies to first-year revenue only and excludes renewal business. Commission plans are subject to change.
- Participation in family medical and dental insurance programs
- 401K plan
- PTO
- Licensing reimbursement
- Continuing education reimbursement
Company Overview