Account Executive, Private Client Group

Smith Brothers Insurance•Glastonbury, CT

1d•Remote

About The Position

As an Account Executive, Private Client Group, you will be responsible for the sales and service of high-net-worth clients with complex insurance programs, primarily supporting accounts averaging less than $3,500 in commissionable revenue. This role manages a book of business that includes an assigned portfolio upon hire and grows the book through new sales, referrals, and retention efforts. The Account Executive serves as a trusted advisor and family confidant to clients, guiding plan selection, enrollment, renewals, and ongoing support while ensuring compliance, accuracy, and an excellent client experience. We approach service with a hospitality mindset, anticipating needs, delivering comprehensive and proactive renewal reviews, personalizing experiences, and delivering with the care and attention you’d expect from a five-star concierge.

Requirements

3+ years of high net worth personal lines experience.
Property & Casualty Insurance License in good standing required.
Must be authorized to work in the United States on a full-time basis without Company sponsorship.

Nice To Haves

Experience and familiarity with underwriting, marketing, and quoting with specialty insurance Carriers such as Chubb, AIG, PURE, etc.
Strong consultative selling skills with the ability to simplify and recommend appropriate coverage options for the unique needs of high-net-worth clients.
Excellent service skills, delivering support with empathy, professionalism, and a client-first approach.
Ability to manage high-volume workflows while balancing sales and service priorities.
Strong attention to detail and accuracy in applications, documentation, and compliance requirements.
Strong communication skills with the ability to build trust quickly and explain coverage confidently.
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.
Growth mindset with commitment to continuous learning, product knowledge, and improving sales/service effectiveness.
Stay relevant/ahead on industry insights and familiarity with complex insurance programs.
Flexibility and willingness to take on additional work and projects assigned.
Ensure compliance with agency processes, confidentiality standards, and quality metrics.
High attention to detail and organizational skills.
Comfortable working in a fast-paced, team-oriented environment.
Proficiency with Microsoft Office, agency systems (Applied EPIC preferred), carrier platforms and AI tools.
Self-motivated, adaptable team player with a positive mindset, strong work ethic, and resilience.
College Degree Preferred; equivalent professional experience considered.

Responsibilities

Manage a book of clients, including an assigned portfolio and new self-produced business.
Successfully meet established annual sales and retention goals.
Drive sales growth through outreach, referrals, rounding, cross-sell efforts, and lead follow-up.
Consult and educate clients to provide consultative risk management and insurance guidance.
Manage full client lifecycle, including quoting, proposals, enrollment, changes, renewals, reconciliation, and service.
Work service needs, i.e., billing, ID cards, escalations, coverage verification, and basic claims help.
Partner with carriers and internal teams to resolve issues and ensure timely follow-through.
Track and manage pipeline activity, including quoting, conversions, retention, and revenue goals.
Deliver a strong client experience through responsive communication and proactive renewals.
Stay current on product changes, carrier requirements, regulatory changes, and market trends.
Follow department and agency defined processes, procedures, and workflows.
Participate in internal training sessions as well as carrier system training.
Maintain accurate documentation and activity records in agency systems.
Ensure compliance with agency process instead on follow.
Complete special projects and other duties as assigned.
Engage in ongoing professional development and training to strengthen skills, knowledge, and effectiveness.
Utilize Microsoft Office, agency systems, and AI tools to improve efficiency and performance.
Work effectively with all team members, provide backup support, and contribute to team collaboration.
Demonstrate alignment with our purpose, values, and culture.