Account Manager, Private Client Group at Smith Brothers Insurance, LLC – Glastonbury, Connecticut

As an Account Manager in our Private Client Group, you will be responsible for servicing a portfolio of high-net-worth clients with complex insurance programs, primarily supporting accounts averaging between $3,500 - $9,999 in commissionable revenue. The ideal candidate will be an experienced personal lines Account Manager with a background in high-net-worth client service and familiarity with carriers such as PURE, Chubb, Berkley One, and Cincinnati. You’ll bring industry knowledge, a strong understanding of the unique risk management needs of high-net-worth clients, and the ability to work closely with Risk Advisors as a trusted partner and family confidant. We approach service with a hospitality mindset, anticipating needs, delivering comprehensive and proactive renewal reviews, personalizing experiences, and delivering with the care and attention you’d expect from a five-star concierge.

Responsibilities & What You’ll Be Doing

• Manage and service high-net-worth client relationships, overseeing new and renewal business while identifying opportunities to expand coverage and protection.
• Lead proactive, comprehensive renewal reviews with focus on coverage gaps and individual client needs.
• Utilize shared services to prepare new business and renewal submissions, including marketing, rating, proposals, and client presentations.
• Generate and process applications, binders, coverage summaries, BORs, invoices, certificates, and auto ID cards.
• Deliver prompt, accurate, and professional service to clients, carriers, sales partners, and internal teams.
• Support risk advisors with marketing and placement efforts for new business opportunities.
• Underwrite, market, and quote additional lines of business for prospects, clients, and renewals, including benchmarking large accounts.
• Create proposal presentations for sales calls and renewal meetings.
• Participate in receivables management and account reconciliation.
• Deliver a strong client experience through responsive communication and proactive renewals.
• Stay current on product changes, carrier requirements, regulatory changes, and market trends.
• Follow department and agency defined processes, procedures, and workflows.
• Participate in internal training sessions as well as carrier system training.
• Ensure compliance with agency processes, confidentiality standards, and quality metrics.
• Stay current on industry trends, products, and regulatory changes.
• Engage in ongoing professional development through training and learning opportunities.
• Support special projects and additional responsibilities as needed.
• Effectively use MS Office, standard office applications, and other technologies.
• Skillfully use AI tools (Copilot, ChatGPT, etc.) to aid work and efficiency.
• Work effectively with all team members, provide backup support, and contribute to team collaboration.
• Demonstrate alignment with the company’s purpose, values, and team-oriented culture.
  

Qualifications, Knowledge, Skills, & Abilities, You’ll Bring

• 3+ years of high net worth personal lines experience.
• College Degree Preferred; equivalent professional experience considered.
• Experience and familiarity with underwriting, marketing, and quoting with specialty insurance carriers such as PURE, Chubb, Berkley One, and Cincinnati, among others.
• Property & Casualty Insurance License in good standing required.
• Strong understanding of the unique risk management needs of high net worth clients.
• Ability to build trust and serve as a family confidant for clients.
• Ability to make independent decisions, research/analyze problems, and develop solutions to provide outstanding client experience and support our team goals.
• Excellent service skills, delivering support with empathy, professionalism, and a client-first approach.
• Strong attention to detail and accuracy in applications, documentation, and compliance requirements.
• Strong communication skills with the ability to build trust quickly and explain coverage confidently.
• Organized and self-directed, able to prioritize, and meet deadlines.
• Team-oriented, collaborative, accountable, and willing to share knowledge and best practices.
• Stay relevant/ahead on industry insights and familiarity with complex insurance programs.
• Ability to manage multiple priorities in a fast-paced environment.
• Flexibility and willingness to take on additional work and projects assigned.
• Ensure compliance with agency processes, confidentiality standards, and quality metrics.
• Committed to continuous learning and professional development.
• Strong MS Office skills, agency management systems and carrier platforms experience.
• Proficient with AI tools, AI assisted workflows, and ability to learn new/future technologies and tools.
• Self-motivated, strong work ethic, adaptable, stress tolerance to overcome hurdles.
• Team player who consistently defaults to good.

General Working Conditions

• Fast paced environment with significant telephone and in person interactions.
• Some travel and non-standard working hours may be required.
• Ability to view computer monitors for extended periods of time
• Culture rooted in collaboration, integrity, trust, respect, creativity, and fun.
• Flexible Work Environment.

About Smith Brothers

Smith Brothers Insurance has been in business for over 50 years, as an independently operated, Top 100 National Broker, focused on our purpose of Helping Others. We are multi-disciplined with expertise in Commercial Lines, Personal Lines, Employee Benefits, Surety, Group Retirement Plans including 401(k) and 403(b) Plans, Risk Management, and Financial Services.

We offer competitive salaries and comprehensive benefits package, including 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, and more. Learn more at www.smithbrothersusa.com.

This job description is only a summary of the typical functions of the job, not an exhaustive or comprehensive list of all possible responsibilities, tasks, and duties. Duties, responsibilities, and activities may change at any time with or without notice, based on business needs. This description does not constitute a contract of employment, and we reserve the right to revise the job description and/or require other tasks to be performed as circumstances change.