Commercial Lines Account Executive
Core
Managing and growing a portfolio of commercial real estate clients by delivering customized insurance solutions and fostering long-term relationships.
Role type
Senior Commercial Lines Account Executive (Real Estate)
Builds
Tailored commercial insurance policies and risk management solutions for real estate clients.
Domain
Insurance / Real Estate
Required skills
Commercial insurance sales, needs assessment, negotiation, ACORD applications, risk analysis, policy administration, carrier website proficiency, contract review.
Preferred skills
Real estate industry experience, CPCU certification, EPIC systems experience.
Technologies
ACORD, EPIC, Microsoft Office Suite, Carrier Rating Systems.
Responsibilities
Building trust-based client relationships, identifying new business opportunities, conducting needs assessments, negotiating terms with underwriters, preparing formal proposals, binding coverage, processing policy changes, serving as a technical expert for complex issues.
Seniority
Senior, hands-on IC