Account Executive - Real Estate

Client Management & Consulting

• Serve as a primary day-to-day contact for assigned real estate clients.

• Develop and maintain strong client relationships through proactive communication and consultative service.

• Understand clients' operations, business objectives, and risk management strategies.

• Identify coverage gaps, emerging exposures, and opportunities for program improvement.

• Deliver exceptional client service while maintaining responsiveness and professionalism.

Marketing & Renewal Management

• Develop and execute marketing strategies for new and renewal business.

• Coordinate all phases of the renewal process, including exposure gathering, market submission preparation, carrier negotiations, proposal development, and binding of coverage.

• Analyze coverage options and prepare recommendations tailored to client needs.

• Negotiate competitive terms, conditions, pricing, and coverage enhancements with carriers.

• Maintain strong relationships with insurance carriers and wholesale markets.

Insurance Program Administration

• Review policies, endorsements, and coverage documents for accuracy and completeness.

• Oversee policy issuance, renewal processing, and documentation activities.

• Coordinate internal resources to ensure timely completion of service deliverables.

• Prepare and present renewal strategies, market updates, and stewardship reports.

Team Collaboration

• Coordinate the activities of Account Managers, Account Administrators, and other account team members.

• Provide technical guidance and direction on client accounts.

• Review work product to ensure quality, accuracy, and compliance with standards.

• Contribute to a collaborative and team-oriented environment.

Other Responsibilities

• Remain knowledgeable regarding market conditions, industry developments, and regulatory changes affecting the real estate industry.

• Participate in professional development and continuing education opportunities.

• Perform other duties as assigned.

• Bachelor's degree in Business, Risk Management, Finance, or related field; or equivalent combination of education and experience.

• 5-8 years of commercial insurance brokerage experience.

• Minimum 5 years of experience servicing and marketing commercial Property & Casualty accounts.

• Demonstrated experience managing complex middle-market or large commercial accounts.

• Active Property & Casualty license required.

• Excellent negotiation, communication, and relationship management skills.

• Strong organizational and project management abilities.

• Advanced proficiency with Microsoft Office applications.

• Industry designation such as CIC, CISR, ARM, or CPCU preferred.