Job Description

Senior Commercial Insurance Account Executive (Atlanta GA) - Hybrid

$100K-$150K base, + Commission/Bonus potential!

About Us:
We are a leading provider of comprehensive insurance solutions tailored specifically for apartment buildings and real estate portfolios. We proudly serve a wide range of clients, from developers and property managers to owners of historic, affordable, student, senior, and coastal properties. Whether the portfolio is large or small, we provide customized property, liability, and umbrella insurance that meets the unique needs of each client, regardless of their track record or claims history. Our goal is to deliver exceptional, tailored service to our valued clients across the Southeast.

The Role:
Are you an experienced insurance professional with a passion for building client relationships and solving complex problems? We’re looking for a Senior Account Executive to join our team and play a critical role in driving business growth while delivering outstanding service to our clients. This hybrid position offers flexibility with the option to work remotely 3-4 days a week once you’re settled in. As a Senior Account Executive, you will work alongside a dynamic sales team, assisting with new business development and managing a select portfolio of existing clients. You’ll be responsible for handling renewals, processing claims, and providing expert guidance on insurance policies. Your role will also involve collaborating with underwriters to ensure timely policy updates and maintaining long-lasting, positive client relationships. If you’re a highly motivated, detail-oriented individual with a knack for building relationships and navigating the complexities of the insurance industry, this is the opportunity for you!

Key Responsibilities:

• Collaborate with Producers: Work closely with Producers to keep clients informed and ensure their needs are met.

• Client Relationship Management: Build and maintain strong, positive relationships with clients, providing expert advice and helping them navigate their insurance options.

• Policy & Coverage Support: Guide clients through policy renewals, coverage assessments, and claims processing to ensure their insurance needs are fully addressed.

• Vendor Coordination: Liaise with vendors to ensure the smooth and timely processing of insurance requests.

• Deadline Management: Stay on top of key deadlines and milestones, proactively communicating with Producers when necessary.

• Billing & Accounts: Oversee Accounts Receivables, manage Direct Billing, and ensure invoices are processed accurately.

• Documentation & Submissions: Prepare and submit Acord applications, Schedules of Insurance, Loss Summaries, and Renewal Proposals.

• Policy Audits & Reporting: Assist with policy audits, process monthly reports, and identify and resolve any accounting discrepancies.

• Client Inquiries: Respond promptly to client emails and phone calls, delivering top-tier service and guidance.

• Quality Control: Perform detailed checks to ensure policies and documentation are accurate and complete.

What We’re Looking For:

• Experience: 6-10+ years of experience in real estate insurance account management, preferably with property and casualty insurance.

• Relationship Skills: Proven ability to build and nurture long-term client relationships, with a consultative approach to insurance solutions.

• Expertise: Strong knowledge of insurance policy management, renewals, claims processing, and coverage evaluations.

• Detail-Oriented: Exceptional organizational skills and a keen eye for detail, ensuring accurate and timely execution of tasks.

• Communication: Excellent verbal and written communication skills, with the ability to explain complex insurance concepts clearly and confidently.

• Technical Proficiency: Experience with industry tools and systems, such as Insurance Agency Management Systems (EPIC preferred).

• Educational Background: A Bachelor’s degree in Business, Finance, Risk Management, or a related field is a plus.

• Self-Starter: Ability to work both independently and as part of a collaborative team in a flexible, hybrid work environment.

Why Join Us?

• Flexible Work Environment: Enjoy the flexibility of a hybrid work schedule, with the option to work remotely 3-4 days a week once you’re established.

• Dynamic Team: Join a dedicated team of professionals committed to delivering exceptional service and building lasting client relationships.

• Career Growth: We offer opportunities for career development and advancement in a growing industry.

• Impactful Work: Play a key role in supporting the success of property developers and managers across a variety of communities, from historic buildings to cutting-edge new developments.

If you’re ready to take the next step in your career and join a company that values expertise, collaboration, and client service, we’d love to hear from you. Apply today!

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