Commercial Account Executive-Real Estate

Acts as the broker on assigned accounts, including servicing and/or solicitation activities. Manages book of business and directs the work of a service team.

Requirements

• Receives and develops new business leads from Producers or identifies and develops cross selling opportunities;
• Leads the effort for renewal strategy on an account or on approach for new business;
• Manages overall Account responsibility for all the Client and leads the coordination of all Broker services including Claims and Loss Control;
• Leads the delegating for the account team responsibilities for Client Renewal services - renewal strategy, submission, brokering, placing, presenting proposals;
• Handles market facing responsibilities including broad knowledge of insurance industry, carriers and major underwriting contacts in assigned territory;
• Provides day to day account servicing or guidance to account service team on more complex matters;
• Performs monthly review of account currency and Client statements, resolve outstanding payables in a timely fashion;
• Attends standard industry events, carrier events and keeps up to date on industry trends for assigned sector;
• Serves as technical expert in the office and assist and trains less experienced service team and employees;
• Provides a high degree of technical coverage expertise for all critical lines impacting assigned Clients;
• Provides mentoring, coaching and assistance for other offices around the country as needed;
• Ensures service team stays on task for their deliverables;
• Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information);
• Perform all duties in accordance with all company policies and procedures, and all federal, state and local laws, wherein the Company operates;
• Performs other duties as assigned.

Benefits

• Comprehensive financial package
• Career growth opportunities