Account Manager, Large Commercial Lines

Description

Work Arrangement: This full-time role follows an in-office schedule, with an expectation of working on-site in Glastonbury, CT, with limited flexibility as needed.

As an Account Manager, Large Commercial Lines, you will handle mid-to-large commercial accounts including complex accounts over $35k in revenue. We are seeking individuals with a minimum of 3 years of Property and Casualty experience who are actively looking to develop in their career.

Responsibilities

• Nurture client relationships and manage all aspects of the daily service of their commercial insurance policies: Binders, certificates, policies, endorsements, audits, claims, loss prevention programs, summaries of insurance, schedules, and proposals.
• Together with the Risk Advisor, the Account Manager engages in the renewal strategy, has discussions with Underwriters, evaluates quotes and prepares proposals and other documentation to provide to the client, ensuring the best possible solutions are delivered to clients in high quality and timely manner.
• Work independently to inform and educate, answer questions, resolve issues, and make decisions regarding the need for coverage enhancements and modifications.
• Utilize agency management system, Applied Epic, for daily activities, documentation and client communication ensuring relevant data and information is properly managed.
• Interpret policy language, identify risks and exposures to loss, and recommend appropriate coverages in coordination with the Risk Advisor.
• Follow department and company defined processes, procedures, and workflows, within specified timelines, to drive consistency and efficiency, with a focus on client experience.
• Ultimately, our ideal candidate will believe in Smith Brothers’ purpose, values, and standards, and be willing to work collaboratively with their teammates to drive value to all our stakeholders. As a member of a 20-person department, be a team player supporting others, mentoring and providing back up client coverage for other Account Managers.
• Utilize the agency management system for daily activities, documentation, and assigned tasks.
• Engage in ongoing professional development and training to strengthen skills, knowledge, and effectiveness.
• Ensure compliance with agency processes, confidentiality standards, and quality metrics.
• Work on projects and other work as assigned.
• Effectively use MS Office, standard office applications, and other technologies.
• Skillfully use AI tools (Copilot, ChatGPT, etc.) to aid work and efficiency.
• Demonstrate alignment with our purpose, values, and culture.
  
  

Desired Skills

• Ability to maintain confidentiality of client and company information and adhere to all personal and financial data privacy protocols.
• Work independently in a fast-paced environment, able to make independent decisions, research/analyze problems and develop solutions that will provide outstanding customer experience and support our team goals.
• Effective client service skills and an understanding of how to utilize resources to meet internal and external client expectations.
• Ability to plan and organize effectively and manage multiple priorities; meet deadlines, attention to details.
• Commitment to continuous process improvement to drive productivity and performance for our team and our clients.
• Strong work ethic and a tolerance for ambiguity.
• Professional and effective communication skills supporting outstanding customer service both internally and externally.
• Experience in Applied EPIC preferred.
• Keep current with continuing education requirements and maintain knowledge of changing industry standards, products, carriers, etc. in order to stay relevant in the insurance marketplace.
• Comfortable communicating with all stakeholders at various levels.
• Organized and self-directed, able to prioritize, meet deadlines, and maintain consistent pipeline activity.
• Team-oriented, collaborative, accountable, and willing to share knowledge and best practices.
• Stay relevant/ahead on industry insights.
• Flexibility and willingness to take on additional work and projects assigned.
• Strong MS Office skills, experience with agency management systems, and carrier platforms.
• Proficient with AI tools, AI assisted workflows, and ability to learn new/future technologies and tools.
• Committed to continuous learning and professional development.
• Self-motivated, strong work ethic, adaptable, stress tolerance to overcome hurdles.
• Team player who consistently defaults to good.
  
  

Qualifications

• Minimum of 3 years of experience as an account manager in mid-market commercial lines insurance preferred.
• P & C license required.
• Professional designations preferred
• Associate or bachelor’s degree preferred.
  
  

General Working Conditions

• Dynamic environment with frequent communication via in person, video, and phone.
• Ability to view computer monitors for extended periods of time.
• Culture rooted in collaboration, integrity, trust, respect, creativity, and fun.
  
  

Compensation

The estimated base salary range for this position ranges from $63,600-83,300, and this role is eligible for commission tied to new business production. Commission eligibility applies to first-year revenue only and excludes renewal business. Commission plans are subject to change. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, and education. Decisions will be determined on a case-by-case basis. The hiring range represents the Company’s good faith and reasonable estimate of the range of possible compensation at the time of posting.

Qualifying positions will also be eligible for comprehensive benefits, such as participation in family medical and dental insurance programs, 401K plan, PTO, licensing, and continuing education reimbursement.

Must be authorized to work in the United States on a full-time basis without Company sponsorship.

Smith Brothers Insurance, LLC is an equal opportunity employer. All qualified applicants will receive consideration without regard to race, color, religion, gender, affectional or sexual orientation, gender identity or expression, national origin, ancestry, nationality, age, disability, marital or domestic partnership or Civil Union status, pregnancy, family medical history or genetic information, atypical cellular or blood trait, military service or any other status protected by law.

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 be performed as circumstances change.

About Smith Brothers

Smith Brothers Insurance is a Top 100 National Broker with over 50 years of being independently operated. 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.