Account Executive, Private Client Group

Insurance Journal; United States; Remote; USD 52,000 - 100,000; Full time

Benefits offered by this job

Health benefits

401(k) plan with company match

PTO & holidays

Life & disability insurance

Licensing & CE reimbursement

Job summary

Smith Brothers Insurance, LLC is seeking an Account Executive in the Private Client Group to manage a book of high-net-worth clients, provide consultative guidance, and drive growth through new business and referrals. You will handle quoting, enrollments, renewals, and ongoing service while ensuring compliance and exceptional client experience.

The ideal candidate has 3+ years of high net worth personal lines experience, an active Property & Casualty license, and proficiency with Applied EPIC

Qualifications

• 3+ years of high net worth personal lines experience.
• College Degree Preferred; equivalent professional experience considered.
• Property & Casualty Insurance License in good standing required.

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.
• 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.

Skills

Consultative selling

Client service

Attention to detail

Communication

Team collaboration

Time management

Growth mindset

Education

College degree preferred

Tools

Applied EPIC

Microsoft Office

Carrier platforms & AI tools

Job description

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. The ideal candidate will be a personal lines insurance professional with a background in high-net-worth client service and familiarity with carriers such as PURE, Chubb, Berkley One, and Cincinnati. 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.

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.
• 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.

Desired Skills

• 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.

Qualifications

• 3+ years of high net worth personal lines experience.
• College Degree Preferred; equivalent professional experience considered.
• Property & Casualty Insurance License in good standing required.

General Working Conditions

• Dynamic environment with frequent communication via in person, video, email, and phone.
• Some travel and non-standard working hours may be required.
• 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 $52,000 - $100,000, 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.

Eligible employees may participate in comprehensive benefit programs, including health, dental, and vision insurance; a 401(k) plan with company match; paid time off and holidays; company-paid life and disability insurance; an employee assistance program; health navigation and care advocacy services; hospital indemnity and critical illness coverage; insurance licensing and continuing education reimbursement; and other company-sponsored benefits.

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.