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

As a Senior Account Manager in our Private Client Group, you will manage a sophisticated portfolio of high net worth clients with complex insurance programs, primarily supporting accounts averaging between $5,000 - $19,999 in commissionable revenue. Collaborating closely with Risk Advisors and our carrier marketing team, you will provide risk management guidance and leverage your high-net-worth carrier and industry knowledge to develop long-term placement strategies for complex accounts. You will lead personalized annual reviews with clients proactively redesigning accounts to suit changing lifestyles. We view service through a hospitality lens, prioritizing personalized attention, responsiveness, and a seamless client experience at every touchpoint. You will serve as a subject matter expert within the department, mentoring and training junior team members. The ideal candidate combines strong technical skills with relationship-building abilities and a proactive approach, contributing to process improvements as we grow and enhance service for our clients.

Responsibilities & What You’ll Be Doing:

• Manage a sophisticated, high volume book of complex high net worth clients, independently and with high touch service and proactive risk management guidance.
• Work the full lifecycle of new and renewal business, including marketing, underwriting, quoting, and placement strategy for complex personal lines accounts.
• Lead personalized annual reviews with the clients proactively redesigning accounts to suit changing lifestyles.
• Develop and present tailored client-facing materials such as proposals, coverage comparisons, and renewal strategies that align with client needs and carrier offerings.
• Work with carrier marketing team to leverage strong relationships and negotiation skills with high net worth carriers to secure competitive terms and creative coverage solutions.
• Provide consultation to clients on coverage enhancements, risk exposure, claims impact, and industry trends to strengthen client protection.
• Act as the primary point of contact for client service and issue resolution, supporting high client satisfaction and retention.
• Provide subject matter expertise in specialty areas (e.g., coastal properties, vacation rentals, E&S).
• Contribute to process improvement initiatives and help scale service delivery.
• Mentor new and developing team members, reinforcing agency best practices and service standards.
• Participate in receivables management, account reconciliation, and contribute to ongoing business operations.
• 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, carrier requirements, 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:

• 5+ years of high net worth personal lines experience.
• College Degree Preferred; equivalent professional experience considered.
• Strong knowledge and experience with underwriting, marketing, and quoting with specialty insurance Carriers such as Chubb, AIG, PURE, among others.
• Property & Casualty Insurance License in good standing required.
• Strong knowledge, familiarity, and relationships with the E&S Market/non-standard risks.
• Commitment to continuous process improvement and contributing to team growth.
• Experience in marketing and placement of coastal and wildfire properties, flood, and builders’ risk.
• Experience in marketing and placement of fine art collections and watercraft.
• Advanced understanding of high net worth risks, complex coverage analysis, and insurance program design.
• Proven ability to build and manage trusted relationships with sophisticated clients and their advisors.
• Confident communicator with excellent written, verbal, and presentation skills.
• Skilled negotiator with the ability to develop and execute placement strategies for complex accounts.
• Highly organized with strong attention to detail and the ability to manage multiple priorities in a fast-paced environment.
• Proficient in agency management systems and carrier platforms; able to analyze and leverage data to drive results.
• Proficient with AI and emerging technologies, quick to learn and apply new tools to enhance service and efficiency.
• Strong MS Office skills, agency management systems and carrier platforms experience.
• Curious, solution-oriented thinker who proactively identifies opportunities for clients and internal process improvement.
• Experience mentoring, training, or coaching colleagues is a plus.
• Committed to continuous learning and staying current on industry trends and regulatory changes.
• Collaborative team player who contributes to a positive team culture and willingly supports others.
• 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.