Vice President, Real Estate Unit Leader

Virtus•Overland Park, KS

About The Position

The Vice President, Real Estate Unit Leader is a high‑impact leadership role responsible for managing some of the firm’s largest Commercial Real Estate clients and leading a high‑performing Real Estate Client Success Unit. You will be the operational engine, the cultural standard‑bearer, and a key strategic partner in advancing one of Virtus’ most important industry verticals. At scale, this role will transition to full people leadership, managing direct reports exclusively. This is a role for someone who wants both command and accountability — and the autonomy to build a best‑in‑class practice within a growing national platform.

Requirements

5–10+ years commercial insurance experience with proven Real Estate specialization.
Direct experience leading, coaching, or managing within a brokerage environment.
Deep technical understanding of complex Real Estate risks and placements.
Strong negotiation skills and ability to build connection quickly.
Proficient with modern systems, workflows, insurance platforms and Microsoft 365.
Exceptional communication skills including public speaking and executive presentation.
Bachelor’s degree preferred; CPCU or related designations strongly preferred.
Active Property & Casualty license.

Nice To Haves

Expertise in large Real Estate programs, alternative risk, captives, aggregate deductibles, and self-insured retention structures.
Experience leading large multi‑stakeholder engagements at scale.
Proven track record of team performance improvement and operational excellence.
Prior Unit Manager, Client Service Leader, or similar leadership experience at a top brokerage.

Responsibilities

Leadership & Team Development Lead and mentor a full Real Estate Client Success Unit (AEs, AMs, CAS).
Set the standard for service excellence, technical accuracy, and client experience.
Conduct workflow reviews, renewal readiness checks, and quality audits.
Optimize workload distribution and team capacity planning.
Deliver real time coaching, formal evaluations, and individualized development plans.
Recruit and retain top performers; support succession and bench strength.
Serve as senior point of escalation for client issues, carrier obstacles, or process bottlenecks.
Maintain compliance with all internal systems, documentation, and licensing standards.
Lead weekly or bi-weekly alignment meetings with the team focused on performance, renewal excellence and career progression.
Collaborate with Practice Leadership on service model evolution, operational strategy, and staffing structure.
Participate in leadership meetings and support practice level forecasting and financial planning.
Lead cross functional improvements to drive efficiency and scalable growth.
Influence key stakeholders and help roll out new workflows and service innovations.
Reinforce One Virtus—building cohesion, alignment, and shared accountability.
Manage a personal portfolio of upper‑middle‑market Commercial Real Estate accounts until a certain Book scale is reached, then exclusively manage the Unit team members.
Lead strategy around coverage architecture, risk transfer, stewardship reporting, and renewal planning.
Maintain deep understanding of each client’s business model, risk exposure, operations, and strategic priorities.
Provide executive‑level guidance on risk management, market conditions, and financial structures.
Maintain exceptional retention and growth metrics across assigned accounts.
Provide oversight into unit deliverables: proposals, marketing strategies, and submissions.
Review complex placements including layered property programs, self-insured retention programs, captives, builder’s risk, management liability, cyber, and specialty structures.
Ensure delivery meets Virtus standards for quality, accuracy, and documentation.
Strengthen carrier and wholesaler partnerships and utilize market insights to drive strong outcomes.
Stay current on industry trends, legal changes, and emerging Real Estate risks.
Own unit KPIs: retention, renewal discipline, file quality, service plans, client satisfaction.
Support practice profitability through revenue execution, margin discipline, and cross‑sell strategies.
Ensure timely, precise completion of all renewals, endorsements, certificates, audits, and communications.
Support producers in strategic planning and new business opportunities.