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.