Account Executive – Real Estate

This is a fully remote position, open to applicants in United States.

📋 Description

• Serves as an agent for Producer assigned accounts, encompassing servicing and/or solicitation activities.

• Oversees a book of business and leads a service team.

• Manages all client-required services while maintaining client relationships with minimal input from Producers.

• Directs the service team to handle mid-market book of business.

• Receives and cultivates new business leads from Producers or identifies and develops cross-selling opportunities.

• Acts as the primary point of contact for clients from the initial lead stage.

• Serves as the lead representative for an assigned book of business.

• Engages in the team selling process, including finalist interviews and RFP responses.

• Prepares and presents renewal analysis to clients.

• Sells renewal business to existing clients and, where applicable, offers additional lines of coverage.

• Promotes other agency services by creating Producer Service Proposals.

• Provides analysis and recommendations regarding clients' existing coverages.

• Selects carriers for solicitation and negotiates with them for benefits and premium considerations.

• Addresses client inquiries, including questions and issues related to benefits and claims.

• Reviews client coverage contracts and amendments for accuracy.

• Manages and negotiates third-party vendor relationships and contracts on behalf of the client.

• Leads a dedicated service team.

• Acts as a technical expert, aiding department members in resolving complex issues.

• Creates new client sales opportunities.

• Collects fees and reconciles outstanding balances within 60 days of invoicing.

• Maintains complete and accurate data in the agency management system.

• Performs additional duties as assigned.

⛳️ Requirements

• Bachelor's Degree or an equivalent combination of education and experience.

• A minimum of eight (8) years of related work experience.

• Valid Insurance License.

• Must continue to fulfill Continuing Education requirements for license renewal.

• Exceptional verbal and written communication skills.

• Strong problem-solving and time management abilities.

• Ability to work collaboratively within a team and foster teamwork.

• Effective planning, organizational, and prioritization skills.

• Proficient in Microsoft Office Suite.

🏝️ Benefits

• Comprehensive health insurance plans.

• Retirement savings options with company matching.

• Opportunities for professional development and continuing education.

• Flexible work schedules and remote work options.

• Generous paid time off and holiday schedules.