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Smith Brothers Insurance, LLC. · 2 days ago

Producing Account Executive, Personal Lines

Vestal, NY

Full-time

Onsite

Entry, Mid Level

2+ years exp

Smith Brothers Insurance, LLC is an independently operated, Top 100 National Broker focused on Helping Others. They are seeking a Producing Account Executive for their Personal Lines Team to manage sales and service of a book of business, aiming to meet annual sales goals and enhance client relationships.

Insurance

Diversity & Inclusion

Hiring Manager

Natalie O'Keefe

Responsibilities

Be responsible for meeting an annual sales goal

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

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

Qualification

Client service experienceNew York Property & Casualty LicenseSales experienceMicrosoft Office SuiteAgency management systemOrganizational skillsEffective communicationProblem-solving skillsTeam playerAttention to detail