Senior Commercial Lines Account Manager Real Estate Focus
Overview
We seek a Senior Commercial Lines Account Manager specializing in real estate to lead our private client services. You will drive new and renewal business while providing technical advice and exposure analysis. This role emphasizes trust and customer service excellence.
What You'll Do11
- 1Build relationships with medium to large commercial accounts and manage real estate portfolios
- 2Analyze exposures and advise producers on coverage solutions
- 3Collaborate with underwriters and insureds to resolve complex issues
- 4Maintain accurate records using applied EPIC agency systems
- 5Utilize Microsoft Office applications to deliver precise documentation
- 6Ship policies and scale account growth through strategic outreach
- 7Drive revenue by identifying cross-selling opportunities within existing portfolios
- 8Develop detailed reports to track account performance metrics
- 9Lead initiatives to improve client satisfaction scores
- 10Ensure compliance with regulatory standards across all interactions
- 11Coordinate with internal teams to align marketing strategies with sales goals
Requirements9
- 1Bachelor’s degree or equivalent training with professional certification
- 2Minimum 3 years of experience in Property & Casualty insurance sales
- 3Strong analytical skills and proficiency in Microsoft Office
- 4Valid P&C insurance license and recognized designations like CPCU or ARM
- 5Proven track record of meeting deadlines and managing multiple accounts
- 6Excellent communication abilities for client negotiations
- 7Experience with cloud-based agency platforms
- 8Ability to thrive in a fast-paced environment
- 9Commitment to delivering personalized service to affluent clients
Salary Insight
$125 - $150k per year
Location
Required Skills
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