Teams at Smith Brothers Insurance, LLC

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.

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.

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.