Smith Brothers Insurance, LLC

Ability to demonstrate emotional intelligence and calmness in crisis or stressful situations. Communication, win/win outcomes, emotional intelligence, resiliency). New York Property & Casualty Insurance License required and ability to get licensed in other states as needed. 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.. 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.

account manager

Personal Lines – Non-Exempt, Full-Time

We are seeking a motivated professional to join our Personal Lines Team as a producing account manager, responsible for sales and service of a book of business. Our ideal candidate will have experience working in a fast-paced environment, in client service and sales.This position will work with prospects and clients to grow their book and service accounts to retain business and support new growth. In order to succeed, a successful team member in this position will need to manage their workflow in an organized way, have a strong attention to detail, and excel in a fast-paced environment. It is essential this individual display energy to contribute to overall agency growth, the client experience, and agency culture.

We are a team of professionals who seek to consistently deliver our Be Sure brand promise, have a great place to work, and build a sustainably relevant company. Our big purpose is Helping Others, and we start with ensuring all our team members understand our vision and appreciate the vital role they play in making our plan a reality. 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 our stakeholders.

Primary Job Responsibilities

Successfully meet established and agreed to goals

Responsible for growing and retaining a profitable and well-rounded book of business

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

Prospect, solicit, educate, and counsel new clients with a commitment to helping them mitigate risk and navigate through insurance product choices

Understand insurance contracts and explain coverage offerings to clients

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

Establish and maintain a positive working relationship with all clients, both internal and external

Prepare new business proposals, renewal reviews, and account rounding offers

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

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

Show thoroughness in all client file documentation

Demonstrate flexibility to take on additional responsibilities and projects as assigned

Commit to continuing education and ongoing knowledge of changing industry standards, products, carriers, etc. in order to stay relevant in the insurance marketplace

Pursue personal and professional development through our Employee Development process

Participate in internal learning and development sessions

Follow department and company defined processes, procedures, and workflows, within specified timelines, to drive consistency and efficiency, with a focus on client experience

Support and demonstrate the core values of our agency: trust, respect, creativity, and fun

Support and live our Be Sure Service Standards, Helping Others Culture, and Quality Program

Desired Skills

Ability to set, achieve goals, and measure goals while demonstrating persistence and ability to overcome obstacles

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

Effective listening and communication skills to uncover client needs, provide insurance counseling, and handle conflicts

Exceptional organizational skills, attention to detail, follows agency procedures, and thoroughness in all documentation

Ability to plan, prioritize, and shift competing priorities effectively

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

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

Ability to demonstrate emotional intelligence and calmness in crisis or stressful situations

Ability to resolve conflicts and work towards win/win outcomes

Strong collaboration and teamwork skills

Comfortable communicating with all stakeholders at various levels

Working knowledge of Microsoft Office Product Suite

Ability to learn and utilize agency management system and other technology essential for job functions including MS Office products and Carrier websites

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 learning and development, both technical (ex. sales/service) and soft skills (ex. Communication, win/win outcomes, emotional intelligence, resiliency)

Strong work ethic

Qualifications

Two plus years of personal lines client service experience in agency setting. Sales experience a plus

New York Property & Casualty Insurance License required and ability to get licensed in other states as needed

Previous experience working in a team environment and establishing positive working relationships

Commitment to continuous process improvement and team development

High School Diploma or equivalent (GED) is required. College degree preferred

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 working together to be a sustainably relevant company. 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.

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.

The above noted job description is not intended to describe, in detail, the multitude of tasks that may be assigned, rather it is to give a general sense of the responsibilities and expectations of the position. As the nature of business demands change, so too may the essential functions of this position.

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