Senior Account Executive - Real Estate
March 23
🏡 Remote – New York
Description
• Manage and retain client relationships as a trusted advisor, often at the most advanced complexity or specialization. Assess client’s risk profile to determine risk and insurance needs and go-to-market strategy. • Develop and nurture market and carrier relationships within the industries being serviced. • Partner with production teams to establish and maintain aligned service offerings and delivery of client needs. • Independently prepare for, plan and conduct client meetings. • Brokering and negotiating insurance lines of coverage directly with insurance markets when possible, while also strategically using wholesalers when in the best interest of the client. • Manage preparation of new business RFP’s; market new and renewal accounts; develop and manage service calendars and prepare presentations for new clients. • Provide strategic management new and renewal business risk identification and program design (including contract and claims history review). • Participate in prospecting activities to both identify and close new business. • Perform as a subject matter expert and advanced resource. Keep abreast of industry trends, changing markets, reviewing and mastering new or evolving specializations, policies or products. • Perform thorough contract reviews for clients. • Perform database file management and input information. Accurately manage and maintain documents in agency management systems. • Provide mentoring and coaching, as appropriate, to Account Managers and Account Coordinators. • Perform other special projects as assigned.
Requirements
• Property and Casualty insurance experience required. • Excellent negotiation and communication skills: written, public speaking and presentation preparation. • Professional composure and exceptional customer service skills, diplomacy, professionalism and tact. • Advanced knowledge of Microsoft Office and its complex features. • Ability to be resourceful, take initiative, solve problems, create solutions and direct process improvements. • Thrives working with others in a fast paced environment. Excellent management skills. Ability to train, delegate, provide oversight and give feedback. • Adaptability and flexibility to proactively anticipate and address issues and client needs. • Exceptional time management skills and the ability to navigate demanding schedules, priorities and volumes. • Ability to learn, adopt and train use of technology systems and software applications. • Excellent at multi-tasking and flexibility to manage ever changing priorities and deadlines. • Advanced at multiple and strategic project planning including extended time management. • Ability to forge relationships and build trust.
Benefits
• Hybrid/remote role • Balanced lives and wellness culture • High performance culture
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