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Smith Brothers Insurance, LLC. · 4 days ago

Senior Carrier Marketer, Private Client Group New Business

United States

Full-time

Remote

Senior Level

5+ years exp

Smith Brothers Insurance, LLC is a Top 100 National Broker focused on Helping Others. They are seeking a Senior Carrier Marketer to collaborate with Risk Advisors and Account Managers to develop customized marketing strategies and secure effective coverage solutions for high-net-worth clients.

Insurance

Diversity & Inclusion

Hiring Manager

Natalie O'Keefe

Responsibilities

Contribute to our private client sales goals through placement of new and renewal business

Collaborate with Risk Advisors and Account Managers to prepare comprehensive submissions and marketing strategies

Analyze risks and evaluate exposures to determine appropriate coverage limits

Negotiate with underwriters to achieve optimal placement and competitive program

Prepare quotes and proposals, and support Risk Advisors in client meetings as needed

Finalize submissions, prepare applications and bind policies with carriers, ensuring accuracy, and compliance

Provide technical assistance regarding policy forms, endorsements, and coverage considerations

Understand the affluent/high net worth client lifestyle, risk exposures, and insurance contracts to offer proper consultation and solutions as a trusted advisor

Work effectively with teammates and all applicable stakeholders to deliver on our be sure promise

Ensure compliance with agency processes, confidentiality standards, and quality metrics

Stay current on industry trends, products, and regulatory changes

Commitment to continuous learning, improving processes, and team development

Review, update, and contribute to processes improvement and workflow design as assigned/needed

Work on projects and other work as assigned

Collaborate with team members, provide backup support, contribute to continuous improvement efforts and team collaboration

Participate in ongoing professional development through internal training and learning opportunities

Demonstrate alignment with the company’s purpose, values, and all stakeholder oriented culture

Qualification

High-net-worth marketingInsurance program designAgency management systemsNegotiation skillsProperty & Casualty licenseSpecialty carriersComplex coverage analysisCommunication skillsOrganizational skillsTeam collaborationContinuous learning