Smith Brothers Insurance, LLC
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Agency • Insurance • Professional Services • Financial Services
Develops new Employee Benefits business among mid-to-large employer groups by prospecting, managing pipelines, leading client meetings, presenting tailored benefits strategies, and closing consultative sales. The role educates clients on plan design, compliance, financial models, and market trends while partnering with internal service, implementation, enrollment, carrier, and underwriting teams. It also requires relationship building, networking, regulatory awareness, technology proficiency, and ongoing practice development.
Agency • Insurance • Professional Services • Financial Services
Develops new Employee Benefits business by prospecting, building pipelines, closing complex consultative sales, and managing relationships with mid-to-large employer groups. Leads client meetings, proposals, presentations, and education sessions; provides benefits strategy, plan design, compliance, and market guidance. Collaborates with internal service and implementation teams, represents the agency at networking events, maintains industry knowledge, and uses agency systems, carrier platforms, Microsoft Office, and AI tools.
Agency • Insurance • Professional Services • Financial Services
Develops new Employee Benefits business by prospecting, managing pipelines, closing complex consultative sales, and building relationships with mid-to-large employer groups. Leads client meetings, presentations, education sessions, and strategic benefits recommendations while collaborating with implementation, service, enrollment, carriers, and underwriting teams. Advises clients on plan design, financial models, compliance, and market trends. Requires insurance industry expertise, strong presentation and analytical skills, technology proficiency, and an active Life, Accident and Health license.
Agency • Insurance • Professional Services • Financial Services
Manage a portfolio of middle-market and large commercial insurance accounts, including complex Property & Casualty programs. Responsibilities include renewals, policy and coverage analysis, carrier marketing, documentation, client and carrier communication, compliance, workflow improvement, and mentoring junior team members. The role requires strong commercial insurance expertise, client service skills, a valid Property & Casualty license, and proficiency with agency systems and AI tools.
Agency • Insurance • Professional Services • Financial Services
Provides administrative, client service, and account support for insurance programs. Responsibilities include navigating carrier systems, obtaining policy documents, supporting renewals and audits, reviewing policies, preparing business documents, maintaining records, assisting account managers, and completing special projects. The role requires strong organization, communication, confidentiality, attention to detail, and willingness to learn insurance processes and pursue relevant licensing.
17 Days AgoSaved
Agency • Insurance • Professional Services • Financial Services
Provide administrative and client-facing support within an insurance agency: manage carrier website tasks, issue certificates, update agency management system, assist renewals, prepare correspondence, follow workflows, participate in training, improve processes, and support Account Managers to deliver strong client experiences.
Agency • Insurance • Professional Services • Financial Services
Drives new business growth by selling ICHRA solutions to employers. Responsibilities include prospecting, pipeline development, consultative sales, client presentations, benefits education, plan design, cost modeling, and implementation strategy. The advisor develops tailored recommendations, maintains industry and regulatory expertise, represents the agency at networking events, collaborates with internal teams, and helps build the ICHRA practice. The role requires strong communication, analytical, organizational, presentation, and client relationship skills.
Agency • Insurance • Professional Services • Financial Services
Manages post-sale ICHRA client relationships from onboarding through renewal. Coordinates employers, carriers, vendors, and internal teams; oversees integrations, premium reimbursements, reconciliations, reporting, compliance, renewals, and performance metrics. Resolves operational issues, provides education and recommendations, supports retention and expansion opportunities, and contributes to improving ICHRA services. The role requires employee benefits expertise, project management, client relationship skills, analytical ability, and proficiency with benefits, payroll, reporting, agency, and AI-enabled tools.
Agency • Insurance • Professional Services • Financial Services
Drive new business and expand large commercial P&C client relationships by prospecting, developing tailored risk strategies, leading sales from proposal to close, coordinating with carriers and internal teams, managing renewals and retention, and maintaining accurate CRM and agency system records.
Agency • Insurance • Professional Services • Financial Services
Sell and service large commercial property & casualty accounts by prospecting, building pipelines, developing tailored risk strategies, managing the sales cycle, coordinating with carriers and internal teams, and retaining profitable client relationships. Maintain CRM data, participate in renewal strategy, represent the agency at industry events, and use technology and AI to improve efficiency and client experience.
Agency • Insurance • Professional Services • Financial Services
Sell and manage large commercial P&C accounts by prospecting, developing tailored risk and insurance solutions, leading sales from pitch to close, coordinating with carriers and internal teams, maintaining CRM and renewal strategies, and growing a profitable book of business while representing the agency at industry events.
Agency • Insurance • Professional Services • Financial Services
Identify and cultivate large commercial accounts, build a sales pipeline, develop tailored risk and insurance solutions, lead prospecting-to-close sales activities, coordinate with carriers and internal teams, manage renewals and client retention, and represent the agency at industry events.

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