Full-Time, Exempt

Private Client Practice

Why Smith Brothers Insurance Needs You

Our Private Client practice is growing! Over the past year we’ve made significant investments in our business to ensure our Private Client Practice is poised for exponential growth and we are excited about what’s in store for this team! As we plan for 2022, we have an immediate need to add a Private Client Risk Advisor to help kickstart our growth, bring industry expertise, and help us stay true to our values and get better every day.

Are you an expert in the private client space and looking for an opportunity with a fiercely independent broker where you can build your career and reach new heights? Have you been searching for an opportunity to break out as a pioneer in our industry and don’t necessarily align with the large-scale national firms out there? If so, this is an opportunity worth following. At Smith Brothers Private Client Group, we are fiercely independent high net worth specialists with a vast background in the high net worth insurance sector. In short, we are building a practice that rivals any firm out there. Come join us.

As Private Client Risk Advisor, you’ll be responsible to build and grow a portfolio of business, while offering best in class risk management advice to successful individuals, family offices, while working with advisors in the HNW & UHNW community. Our ideal candidate will be an experienced advisor in this space and familiar with specialty carriers like PURE, Chubb, Berkley One, Cincinnati, etc. You’ll bring expert industry insights, an understanding of the unique risk management needs of high net worth clients, and an ability to serve as a family confidant. You’ll bring a deep desire to leverage your skills to help us continue to build our practice and make everyone around you better. If you’re driven by thinking differently, challenging the status quo, and are looking for a unique opportunity to join a growing team with a boutique agency approach then it’s time for us to talk.

At Smith Brothers you can expect to work alongside a team of professionals who seek to consistently deliver our Be Sure brand promise, have a great place to work, and build a sustainably relevant company. Our big purpose is Helping Others, and we start with ensuring all our team members understand our vision and appreciate the vital role they play in making our plan a reality. 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.

Primary Job Responsibilities

  • Responsible for growing and retaining a profitable and well-rounded book of high net worth clients
  • Achieve objectives and sales goals established in annual business plan
  • Prospect for new business with key centers of influence and prospects to introduce to Smith Brothers Private Client Group
  • Strategize, educate, and counsel clients and prospects with a commitment to helping them mitigate risk and navigate through insurance product choices
  • Understand the affluent/high net worth client lifestyle and risk exposures to offer proper consultation and solutions as a trusted advisor
  • Understand insurance contracts and have the ability to explain coverage offerings to clients
  • Work effectively with teammates and all applicable stakeholders to deliver on our be sure promise
  • Commitment to continuous learning, improving processes, and team development
  • Reviews, updates, and develops processes and workflows as needed
  • Work on projects and other work as assigned
  • Commit to continuing education and ongoing knowledge of changing industry standards, products, carriers, etc. in order to stay relevant in the insurance marketplace
  • Participate in internal learning and development sessions
  • Maintain confidentiality of client and company information and adhere to all personal and financial data privacy protocols
  • Follow department and company defined processes, procedures, and workflows, within specified timelines, to drive consistency and efficiency, with a focus on client experience
  • Support and demonstrate the core values of our agency: trust, respect, creativity, and fun
  • Support and live our Be Sure Service Standards, Helping Others Culture, and Quality Program

Desired Skills

  • Ability to make independent decisions, research/analyze problems, and develop solutions to provide outstanding client experience and support our team goals
  • Effective listening and communication skills to uncover client needs, provide insurance counseling, and handle conflicts
  • Exceptional verbal, written, and presentation skills
  • Comfortable and effective communicating with stakeholders at all levels
  • Strong organizational skills and attention to detail
  • Ability to learn and utilize agency management system and other technology essential for job functions including MS Office products and Carrier websites
  • Ability to work collaboratively and effectively with team to build trust and enhance team productivity and performance
  • Ability to plan, organize, and prioritize time and competing priorities to reach objectives and meet deadlines
  • Desire and ability to work independently and collaboratively in a fast-paced and growing organization
  • Ability to adjust to shifting priorities
  • Flexibility to take on additional responsibilities and projects as needed
  • Strong work ethic and demonstrated resilience and grit to overcome hurdles


  • Experience in high net worth personal lines, preferably in a sales capacity with an active network serving this client segment
  • Experience and familiarity with leading specialty insurance Carriers such as Chubb, AIG, PURE, etc. is recommended
  • Property & Casualty Insurance License in good standing
  • Previous experience working in a team environment and establishing positive working relationships
  • Commitment to continuous process improvement and team development
  • High School Diploma required

General Working Conditions

  • Fast paced office environment
  • Offsite client, network, and prospect meetings require non-standard normal working hours – expect evening events and some travel as normal course of business
  • Ability to view computer monitors for extended periods of time
  • Flexible Work Environment

Why Smith Brothers Insurance

We are a team of professionals who seek to consistently deliver our Be Sure brand promise, contribute to our organization being a great place to work, and working together to be a sustainably relevant company. 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. At Smith Brothers, we are sure in our ability to do the right thing, the right way. When you work with Smith Brothers you can be sure our core values, collaborative culture, and expertise will reinforce your decision to partner with us. Our standard of excellence is the internal foundation for treating everyone based on our core values of trust, respect, creativity, and fun – leading to individual fulfillment through group achievement.

Smith Brothers Insurance LLC offers competitive salaries and comprehensive benefits and programs including: Health, Dental, Vision, Short and Long-term Disability, Life, Long Term Care and 401K with employer match, employee assistance program, licensing and continuing education reimbursement, travel and expense allowance, internal & external meetings, and learning and development opportunities.

To apply for this job email your details to nokeefe@smithbrothersusa.com