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.