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Smith Brothers Insurance, LLC. · 1 week ago

Producing Account Executive, Personal Lines (MA)

Oxford, MA

Full-time

Onsite

Entry, Mid Level

2+ years exp

Smith Brothers Insurance, LLC is a Top 100 National Broker with over 50 years of experience in the industry, focused on helping others. They are seeking a Producing Account Executive for their Massachusetts Region Personal Lines Team, responsible for sales and service of a book of business, managing client relationships, and achieving sales goals.

Insurance

Diversity & Inclusion

Responsibilities

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

Sales experienceClient service skillsMassachusetts Insurance LicenseMicrosoft Office SuiteAgency management systemOrganizational skillsEffective communicationTeam playerProblem-solving