Our client has built a successful real estate and property management practice within its commercial risk management operations. The set up closely aligns producers and support staff with each person being similarly involved in client management but in some ways having drastically segmented responsibilities. This position, Senior Commercial Account Executive, is the person most involved in strategic program design and client consultation aside from the producer. It is a very visible role with clients particularly during due diligence and presentations. It is also the key internal role as to how the agency is competitive and forward thinking with large property accounts such as workflow and delegation to the account management team flows from this role as does all the high level marketing and underwriting negotiations. This role requires a highly technical individual with property management and real estate insurance experience. It’s a great role for an underwriter to move into a team based sales model on the retail side if they are interested in doing something other than working for an insurance company .
Senior Commercial Lines Account Executive, Real Estate Responsibilities
- Lead the ongoing client risk management process and provides coverage options, funding alternatives and value-added service options to meet specific client needs.
- Develop and promote cross-selling and additional revenue opportunities for clients and prospects.
- Concentrate on building client-centric relationships and be involved in high level marketing, proposal presentations and execution of the risk management plan.
- Manage all new business implementation between the client and service team and provide leadership when addressing solving complex service issues.
- Develop and maintain insurance company underwriting and other key market relationships to stay abreast of new products and marketing strategies and promote partnership-based renewal negotiations.
- Create teamwork and embrace new forms of technology as a critical component of the company’s ongoing success and efficiency in a competitive brokerage environment.
Senior Commercial Lines Account Executive, Real Estate Requirements
- Bachelor’s degree is required.
- At least seven (7) years of risk management consulting, Account Executive or underwriting experience on large, complex property and real estate accounts; applicants who offer agency experience as an Account Executive do not need their current book to be 100% focused on these two industries. With only underwriting experience applicants must be to demonstrate intentional specialization in real estate and/or property management.
- Exhibit leadership skills akin to mentoring and training staff, running point on new accounts and creating unique marketing solutions; sales aptitude in handling some prospecting independently is welcome in this position.
- For immediate consideration please contact me at sthompson@insurance-csg.com or by phone at 515-216-5455.Check out all of our postings here:Check out some of my recent articles on the blog here:
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Commercial Insurance Fort Lauderdale