Smith Brothers Insurance, LLC. · 1 day ago
Risk Advisor Large Commercial Lines
Glastonbury, CT
Contract
Hybrid
Mid Level
3+ years expSmith Brothers Insurance, LLC. is a Top 100 National Broker with over 50 years of independent operation. The Risk Advisor for Large Commercial Lines is responsible for generating new business and expanding client relationships in the property & casualty commercial marketplace, focusing on large, complex accounts and delivering strategic risk solutions.
Insurance
Responsibilities
Build and manage a pipeline of large commercial prospects through proactive outreach, networking, and market engagement to achieve sales goals
Develop tailored risk strategies and insurance solutions for complex commercial clients
Collect detailed risk and underwriting information including survey data and loss history
Lead the sales process from prospecting to close, including presentations, proposals, and negotiation
Strengthen relationships with carriers and underwriting partners to secure competitive program options
Participation in Sales Team Meetings, workshops, and events expected
Maintain complete, accurate, and timely CRM entries to ensure full visibility and accountability throughout the sales process
Collaborate with internal teams, carrier marketing, service, risk management, claims, and specialty practices, etc. to deliver an exceptional client experience
Develop cross lead opportunities for other products within Smith Brothers
Maintain strong knowledge of market trends, industry risks, and coverage innovations within large commercial P&C
Stay informed and help resolve any client issues when needed
Expand and retain a profitable book of business through ongoing client relationship management
Actively participate in renewal strategy and client review meetings to support strong retention and ensure clients remain protected, satisfied, and committed year over year
Represent the agency at industry events, associations, and networking opportunities to drive brand presence and lead generation
Build and maintain strong relationships with all stakeholders
Stay current on industry trends, products, and regulatory changes
Engage in ongoing professional development through internal and external learning and training
Ensure compliance with agency processes, confidentiality standards, and quality metrics
Use technology and AI for efficiency, client experience, and culture
Work on projects and other work as assigned
Demonstrate alignment with our purpose, values, and culture
Qualification
Required
3 - 5+ years of large P & C insurance experience in a sales focused role, preferably at independent agency
High school diploma or equivalent required
Active Property & Casualty Insurance license in good standing
Prior experience in prospecting, building a pipeline, and closing new business
Experience working with carriers, underwriting, carrier marketing, coverage placement, and service teams
Knowledge of risk management, insurance products, market dynamics, and consultative sales processes
Ability to meet goals and objectives
Strong analytical skills and structured problem solving approach
Excellent communication, collaboration, interpersonal, and conflict resolution skills
Strong organization and time management skills
Ability to influence across levels and build trust with diverse stakeholders
Ability to handle multiple priorities and work efficiently in a fast paced environment
Flexibility to adapt to evolving marketplace
Strong MS Office skills
Proficient with agency management systems, CRMs, carrier portals, and sales enablement tools
Proficient with AI and ability to learn new/future technologies and tools
Commitment to continuous learning and professional development
Self-motivated, strong work ethic, adaptable, stress tolerance to overcome hurdles
Team player who consistently defaults to good
Preferred
Bachelor's degree in business, finance, risk management, or related field preferred
Company
Smith Brothers Insurance, LLC.
At Smith Brothers Insurance we serve as your family confidant and business’s enterprise risk manager.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Joe Smith
President & CEO
B
Bob Smith
Founder
Recent News
Central New York Business Journal
2025-08-07
Central New York Business Journal
2025-04-02
2023-07-08
Company data provided by crunchbase