Producing Account Executive, Small Commercial Lines jobs in United States
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Smith Brothers Insurance, LLC. · 2 hours ago

Producing Account Executive, Small Commercial Lines

Smith Brothers Insurance, LLC is a well-established insurance brokerage with over 50 years in the industry, focusing on helping others. They are seeking a Producing Account Executive for Small Commercial Lines to manage new business production and ongoing account management while delivering exceptional client service.

Insurance
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Diversity & Inclusion

Responsibilities

Meet or exceed sales and retention goals through marketing activities, proactive touches, round outs, cross-leads, referrals, etc
Conduct needs assessments and prepare and deliver quotes and proposals on new and renewal business
Provide day-to-day service and support to clients, including policy changes, certificates, billing inquiries, and claims assistance
Conduct annual reviews and renewal meetings to ensure coverage remains appropriate and competitive
Maintain strong relationships with clients to ensure high retention and satisfaction
Act as a liaison between clients and carriers to resolve issues and ensure timely service
Maintain accurate records in agency management system
Stay current on carrier technology, carrier products, underwriting guidelines, and industry trends
Ensure compliance with all regulatory and licensing requirements
Follow and align to agency and department workflows, confidentiality standards, and quality metrics
Contribute to continuous improvement efforts
Work on projects and other work as assigned
Collaborate with team members, provide backup support, and contribute to team collaboration
Engage in ongoing professional development through internal training and learning opportunities
Demonstrate alignment with the company’s purpose, values, and all stakeholder oriented culture

Qualification

Small commercial linesCommercial insurance productsProperty & Casualty licenseAgency management systemsMicrosoft Office proficiencyClient service commitmentCommunication skillsOrganizational skillsTime management skillsTeam player

Required

3+ years of small commercial lines sales and account management experience
Active Property & Casualty license in good standing required
Strong knowledge of small business insurance products
Strong communication, problem solving, and interpersonal skills
Proficiency with agency management systems and Microsoft Office Suite
Demonstrated experience of small business risk exposures and managing a large book of business
Demonstrated experience with commercial insurance products such as GL, BOPs, Property, WC, Auto, Umbrella, Cyber, etc
Entrepreneurial mindset with a passion for building lasting client relationships
Ability to produce results while responding positively to pressure
Strong communication skills with focus on listening, understanding, and responsiveness
Strong organizational skills with deep attention to detail
Strong time management skills and ability to manage multiple priorities
Commitment to delivering exceptional client service
Ability to work successfully and professionally with stakeholders at all levels
Strong proficiency in Microsoft Office, including Outlook, Word, Excel, PowerPoint, Adobe, etc
Experience with agency management systems, carrier portals, and other technologies
Proficient with AI and ability to learn new/future technologies and tools to enhance service and efficiency
Commitment to continuous learning and development and staying ahead of marketplace
Flexibility to take on additional responsibilities and projects
Highly self-motivated with strong work ethic, adaptability, and stress tolerance to overcome hurdles
Team player who consistently defaults to good

Preferred

College Degree Preferred; high school diploma required, equivalent professional experience considered

Benefits

Health
Dental
Vision
Short-term and long-term disability
Life
Long-term care
401(k) with employer match
Employee assistance program
Licensing and continuing education reimbursement
Paid time off
Paid holidays
Flexibility
More

Company

Smith Brothers Insurance, LLC.

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At Smith Brothers Insurance we serve as your family confidant and business’s enterprise risk manager.

Funding

Current Stage
Growth Stage

Leadership Team

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Joe Smith
President & CEO
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Bob Smith
Founder

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Company data provided by crunchbase