Senior Marketer, Private Client Group New Business

Our Private Client Group continues to grow, and we are looking for a Marketer to work closely with Risk Advisors, Account Managers, and Carriers to evaluate risks, develop customized carrier marketing strategies, and secure the most effective coverage solutions and long-term value for our high-net-worth and ultra-high net worth individuals and families. This role is ideal for an experienced insurance professional who thrives in a fast-paced, client centric, high-touch environment, able to provide bespoke insurance and risk management strategies through a lens of hospitality and discretion, ensuring every client interaction reflects the elevated service standards our Private Client Group is known for.

What You'll Be Doing

• Contribute to our private client sales goals through placement of new and renewal business.
• Collaborate with Risk Advisors and Account Managers to prepare comprehensive submissions and marketing strategies.
• Analyze risks and evaluate exposures to determine appropriate coverage limits.
• Negotiate with underwriters to achieve optimal placement and competitive program.
• Prepare quotes and proposals, and support Risk Advisors in client meetings as needed.
• Finalize submissions, prepare applications and bind policies with carriers, ensuring accuracy, and compliance.
• Provide technical assistance regarding policy forms, endorsements, and coverage considerations.
• Understand the affluent/high net worth client lifestyle, risk exposures, and insurance contracts to offer proper consultation and solutions as a trusted advisor.
• Work effectively with teammates and all applicable stakeholders to deliver on our be sure promise.
• Ensure compliance with agency processes, confidentiality standards, and quality metrics.
• Stay current on industry trends, products, and regulatory changes.
• Commitment to continuous learning, improving processes, and team development.
• Review, update, and contribute to processes improvement and workflow design as assigned/needed.
• Work on projects and other work as assigned.
• Collaborate with team members, provide backup support, contribute to continuous improvement efforts and team collaboration.
• Engage in ongoing professional development through internal training and learning opportunities.
• Demonstrate alignment with the company's purpose, values, and all stakeholder oriented culture.

Skills & Experience You'll Bring

• A track record of building and retaining long-term relationships with Risk Advisors, Account Managers, and high-net-worth and ultra-high net worth individuals.
• Proven experience working with high-end carriers such as PURE, Cincinnati, Chubb, AIG, and Berkley One
• Experience marketing and placing non-standard risks, to include coastal, wildfire, flood and course of construction exposures.
• Strong understanding of risks, complex coverage analysis, and insurance program design.
• Skilled negotiator with the ability to develop and execute placement strategies for complex accounts
• Experienced and confident communicator with excellent written, verbal, and presentation skills.
• Highly organized with strong attention to detail and ability to manage multiple priorities in a fast-paced environment.
• Strong proficiency in agency management systems with EPIC experience preferred as well as strong proficiency with carrier platforms.
• Proficient with AI and emerging technologies, quick to learn and apply new tools to enhance service and efficiency.
• Curious, solution-oriented thinker who proactively identifies opportunities for clients and internal process improvement.
• Exceptional ability to research, problem-solve, and be organized.
• Experience mentoring, training, or coaching colleagues is a plus.
• Commitment to continuous learning and improvement while staying relevant and current on industry trends and regulatory changes.
• Collaborative team player who contributes to a positive team culture and willingly supports others.
• Self-motivated, strong work ethic, adaptable, stress tolerance to overcome hurdles
• Team player who consistently defaults to good.

Qualifications

• 5+ years of high-net-worth personal lines marketing and placement experience.
• Active Property & Casualty license in good standing.
• Experience and familiarity with leading specialty insurance Carriers such as PURE, Cincinnati, Chubb, AIG, and Berkley One.
• College Degree Preferred; equivalent professional experience considered.
• Professional designations encouraged.

General Working Conditions

• Culture rooted in collaboration, integrity, trust, respect, creativity, and fun.
• Fast paced environment with significant client, carrier, and team interactions via telephone, video conferencing, and in person interactions.
• Expect some travel and non-standard hours outside of normal course of business.
• Ability to view computer monitors for extended periods of time.
• Flexible Work Environment.

About Smith Brothers

Smith Brothers Insurance has been in business for over 50 years, as an independently operated, Top 100 National Broker, focused on our purpose of Helping Others. 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.

You'll bring a deep desire to leverage your skills to help us continue to grow and make others around you better. You'll be joining a team that values trust, creativity, respect, and fu, and a culture that champions both professional growth and overall wellbeing. We offer competitive compensation, robust benefits, and the freedom to build a book of business in a niche where your expertise matters. Visit to learn more.

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.