Real Estate Account Executive

The Jonus Group•Tarrytown, NY

7d•Onsite

About The Position

Seeking a highly skilled and experienced Account Executive to join a Real Estate Department. This role involves the comprehensive servicing, retention, and management of Real Estate accounts. The ideal candidate will have a strong background in Property & Casualty insurance, with a focus on Real Estate and Habitational Accounts. This is an excellent opportunity for a motivated professional to contribute to a dynamic team and grow within a reputable organization.

Requirements

7 to 10 years of experience in a Property & Casualty brokerage, agency, or insurance company, with at least 5 years focused on Real Estate and Habitational Accounts.
Valid New York State Property & Casualty Insurance License.
Strong attention to detail and ability to manage multiple tasks effectively.
Comprehensive knowledge of various lines of coverage, with expertise in those specific to Real Estate accounts.
Proficiency in Applied Systems/EPIC and various carriers’ online systems.
Excellent computer skills and familiarity with industry tools.
Possession of, or progress toward, professional designations such as CIC, CRIS, CPCU, or CISR.
Self-motivated with strong verbal and written communication skills.
Ability to visit clients independently as required.
Minimum of a 2-year Associate’s Degree from an accredited college or university.

Responsibilities

Providing daily client support, addressing inquiries and needs promptly, including during non-office hours when necessary.
Leading efforts in troubleshooting, coverage questions, endorsements, loss control recommendations, and renewal negotiations.
Performing risk analysis, policy reviews, and resolving issues effectively.
Customizing insurance programs to address the unique risks of each client.
Conducting periodic insurance analysis, gathering renewal information, preparing applications, and presenting renewal proposals in collaboration with producers and clients.
Managing the renewal marketing process, including: Ordering loss runs 90 days prior to renewal. Collecting renewal information and applications from clients 60 days prior to renewal. Preparing and submitting proposals to carriers at least 90 days in advance of renewal. Following up for quotations and presenting proposals to clients at least 30 days prior to renewal. Securing binding orders from clients.
Acting as a claims and accounting liaison for clients as needed.
Attending training sessions and seminars to stay updated on industry trends and practices.
Mentoring and providing guidance to team members, ensuring their professional growth and development.
Managing special projects and assisting team members as required.
Maintaining a professional appearance and demeanor in accordance with company policy.