Job Description

Account Executive – Real Estate Department

Job Summary

Seeking a highly skilled and experienced Account Executive to join a Real Estate Department. This role involves the comprehensive servicing, retention, and management of Real Estate accounts. The ideal candidate will have a strong background in Property & Casualty insurance, with a focus on Real Estate and Habitational Accounts. This is an excellent opportunity for a motivated professional to contribute to a dynamic team and grow within a reputable organization.

Compensation Package

• Annual Salary: $120,000 - $150,000
• Competitive benefits package; Opportunities for professional development and growth

Responsibilities

As an Account Executive, your primary responsibilities will include:

• Providing daily client support, addressing inquiries and needs promptly, including during non-office hours when necessary.
• Leading efforts in troubleshooting, coverage questions, endorsements, loss control recommendations, and renewal negotiations.
• Performing risk analysis, policy reviews, and resolving issues effectively.
• Customizing insurance programs to address the unique risks of each client.
• Conducting periodic insurance analysis, gathering renewal information, preparing applications, and presenting renewal proposals in collaboration with producers and clients.
• Managing the renewal marketing process, including:
  • Ordering loss runs 90 days prior to renewal.
  • Collecting renewal information and applications from clients 60 days prior to renewal.
  • Preparing and submitting proposals to carriers at least 90 days in advance of renewal.
  • Following up for quotations and presenting proposals to clients at least 30 days prior to renewal.
  • Securing binding orders from clients.
• Acting as a claims and accounting liaison for clients as needed.
• Attending training sessions and seminars to stay updated on industry trends and practices.
• Mentoring and providing guidance to team members, ensuring their professional growth and development.
• Managing special projects and assisting team members as required.
• Maintaining a professional appearance and demeanor in accordance with company policy.

Qualifications/Requirements

To be considered for this position, candidates must meet the following qualifications:

• 7 to 10 years of experience in a Property & Casualty brokerage, agency, or insurance company, with at least 5 years focused on Real Estate and Habitational Accounts.
• Valid New York State Property & Casualty Insurance License.
• Strong attention to detail and ability to manage multiple tasks effectively.
• Comprehensive knowledge of various lines of coverage, with expertise in those specific to Real Estate accounts.
• Proficiency in Applied Systems/EPIC and various carriers’ online systems.
• Excellent computer skills and familiarity with industry tools.
• Possession of, or progress toward, professional designations such as CIC, CRIS, CPCU, or CISR.
• Self-motivated with strong verbal and written communication skills.
• Ability to visit clients independently as required.
• Minimum of a 2-year Associate’s Degree from an accredited college or university.

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