Smith Brothers Insurance, LLC.

Account Executive

• Serve as lead service team member for a portfolio of large, complex real estate accounts
• Manage insurance programs for habitational, mixed-use, retail, office, industrial, and property management risks
• Manage policies, endorsements, audits, certificates, binders, claims, and coverage changes
• Partner with Risk Advisors on renewals, carrier marketing, negotiations, and client deliverables
• Analyze policy language, identify exposures, and recommend coverage solutions
• Lead complex renewal processes to ensure accuracy, timeliness, and quality
• Prepare and maintain applications, loss data, schedules, proposals, and coverage summaries
• Resolve complex coverage, carrier, and client service issues
• Maintain statements of values, ownership schedules, premium allocations, lease reviews, and related property data
• Communicate and collaborate with clients, carriers, and internal teams
• Identify opportunities to improve service efficiency, consistency, and client experience
• Support client retention through technical expertise, responsiveness, and service excellence
• Provide mentorship, guidance, and knowledge support to service team members
• Maintain expertise in insurance products, carrier appetites, market trends, and emerging real estate risks
• Maintain accurate documentation and activity records in agency systems
• Follow agency processes, confidentiality standards, and quality metrics
• Use MS Office, agency systems, business technologies, and AI tools to support work efficiency
• Collaborate across teams to support clients and agency goals
• Work on projects and other assigned duties

Executive Account Manager, Large Commercial Lines – Real Estate Niche