Teams at Smith Brothers Insurance, LLC

Lead and execute process improvement and project management initiatives using PMP, Six Sigma, and Lean. Facilitate cross-functional teams, manage project trackers, KPIs, vendor/IT coordination, reporting to leadership, and implement project management best practices and AI-enabled tools to improve operations and resource planning.

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.

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.