Teams at Smith Brothers Insurance, LLC

Manage mid-to-large commercial insurance accounts ($35k+), handling policy administration, renewals, endorsements, certificates, claims support, and client communications. Work with Risk Advisors and underwriters on quotes and proposals, use Applied Epic and MS Office for documentation, support team members, ensure compliance, and engage in ongoing professional development.

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.