Senior Account Executive - Real Estate

Strategic Client Leadership

• Serve as the senior relationship manager for complex and high-value real estate clients.

• Provide strategic risk management and insurance consulting services.

• Advise clients on insurance market conditions, risk financing alternatives, emerging exposures, and program optimization opportunities.

• Lead executive-level client meetings, stewardship reviews, and renewal strategy sessions.

• Foster long-term client relationships that support retention and growth objectives.

Complex Program Management

• Oversee the design, marketing, placement, and ongoing management of complex real estate insurance programs.

• Develop placement strategies involving layered property programs, shared and layered liability structures, manuscript coverages, and alternative risk financing solutions when appropriate.

• Lead negotiations with carriers regarding pricing, coverage, structure, and capacity.

• Collaborate with producers and specialty practices to deliver comprehensive solutions.

Team Leadership & Talent Development

• Directly manage, coach, and develop Account Executives, Account Managers, Account Administrators, and other assigned team members.

• Conduct regular performance discussions, coaching, and development planning.

• Monitor workload distribution and resource allocation across the team.

• Provide technical leadership and guidance on complex coverage matters.

• Promote associate engagement, accountability, and professional growth.

Business Growth & Retention

• Support producer-led business development initiatives.

• Participate in prospect meetings, finalist presentations, and new business pursuits.

• Identify opportunities for cross-selling and expanded service offerings.

• Contribute to revenue retention and organic growth strategies.

• Support achievement of practice financial and operational goals.

Operational Leadership

• Establish and maintain service standards and best practices.

• Ensure compliance with organizational policies and quality standards.

• Drive process improvements and operational efficiencies within the service team.

• Serve as a resource and mentor for technical insurance expertise within the practice.

Industry Leadership

• Maintain expertise in real estate industry trends, emerging risks, market developments, and regulatory changes.

• Develop and maintain executive-level relationships with carrier partners and industry stakeholders.

• Represent the organization at industry events and client-facing functions as appropriate.

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

• 10+ years of commercial insurance brokerage experience.

• Minimum 7 years of experience servicing and marketing large commercial Property & Casualty accounts.

• Significant experience within the real estate industry preferred.

• Demonstrated success managing complex client relationships and leading service teams.

• Prior people leadership experience is preferred

• Active Property & Casualty license required.

• Strong technical knowledge of commercial insurance coverages, program structures, and market strategies.

• Exceptional leadership, communication, negotiation, and presentation skills.

• Proven ability to mentor, coach, and develop associates.

• Industry designations such as CPCU, ARM, or CIC strongly preferred.